Portals Promote Collaboration

by | Mar 13, 2017 | Process | 0 comments

Cloud software has brought a wealth of user-focused

solutions to businesses of all sizes. One such solution, useful to almost any business, is a secure portal. Secure portals allow for the encrypted transfer of files and a central repository of information that can be shared and accessed in a collaborative fashion.

Whether you are sharing information with clients or providing and receiving accounting and tax information, portals can provide a better alternative to traditional communication and filing solutions such as mail and email. Portals allow for 128 or 256 bit SSL encryption and unique user access so parties can share information safely and effectively, and provide a secure backup of valuable information.

At AccountSolve, we use client portals to provide quick and easy two-way transfer of information between our professionals and our clients – limiting risk, postage, and workloads. Clients have on-demand secure access to archived information and both clients and our professionals can securely send financial information (even very large files) anytime.

If you frequently collaborate with clients or vendors, send large files, or need a level of encrypted security that email can’t offer, consider a secure portal solution for your business.


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Lori Peterson


Lori Petersen

Lori Petersen has seen the frustration and loss that business owners experience when they don’t have command of their finances. Growing up, she watched her father work incredibly hard as a contractor. He’d come home late, eat the dinner kept warm in the oven, and do it all over again the next day. But it all came crashing down when he had to close the business and Lori’s family applied for food stamps. The business had failed and all of his hard work was for nothing. 

Today, Lori views every one of her clients as an opportunity to make this right. She firmly believes no one should work as hard as her dad did and not have a profitable business. No family should suffer because business finances were poorly managed. 

Lori has helped hundreds of business owners make sense of their finances, implement proven money management systems and create unimagined profitability for their business. She ensures they experience the return they deserve for their hard labor.

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