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Follow on Google News | NJ CPA Firm Magone & Company Unveils Secure Client Portal SystemThe NJ accountants at Magone & Company have worked with CCH Tax & Accounting to implement a document management system designed to streamline workflow, safeguard data, and expand client access to financial documents via a secure web portal.
By: Nick Magone ProSystem fx was developed by CCH Tax and Accounting, a leading provider of tax and accounting productivity software and services. The system provides a secure electronic repository for files and manages the diverse range of documents found in an accounting practice, making data more accessible and enhancing Magone & Company’s service and responsiveness to its clients. The centerpiece of the new system is an online portal from which clients can securely receive and provide financial documents. Says Managing Partner Nick Magone, “The client portal eliminates the practice of sending confidential information via email, and gives our clients convenient, immediate access to their documents, including corporate financial statements and three years’ worth of tax information.” According to Magone, his firm completed a two-phase roll-out of the new system for its corporate clients last week. Individual tax clients will follow by year-end. For more information on the portal system and the NJ accounting & tax services offered by Magone & Company, visit MagoneCPAs.com or call (973) 301-2300. # # # About NJ CPA Firm Magone & Company Headquartered in Florham Park, the NJ CPAs at Magone & Company, P.C. bring a unique 360° perspective to the practice of accounting and business consulting. The firm supports leading entrepreneurial companies, non-profit organizations, professional services firms, hedge funds, and the real estate industry with a complete range of accounting, audit & attestation, tax, wealth management, and business consulting services. For more information, visit MagoneCPAs.com or call (973) 301-2300. End
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