[Anonymous]

Hey everyone! Back in September, I started my own tax and consulting practice on the side. One thing I didn’t initially consider was how documents would be transmitted back and forth between me and my clients. I’ve been exploring using a client portal service, where clients can securely upload/send documents and I can go in and download them from the portal. Conversely, I would be able to upload documents for clients to pull down as well. From what I’ve seen so far, the prices for such a service seem fairly expensive, given that I only have around 10 clients.

For those with their own (small) practice, is there a low-cost option that you would recommend to accomplish what I’m looking to do here?

Thanks, everyone!