Giving your clients and your staff an easy and
convenient way to view documents, access software, transfer data,
and convey information sounds wonderful, doesn't it? This best
practice tip will help make sure that your clients and your staff
are getting the most out of their portal experience.
How to Quickly Create a Batch of Portals
When you follow this quick tip on deciding which method to use
to batch create client portals, you can save a lot of time.
Depending on the software you're currently using from the CS
Professional Suite, you have several options for creating portals.
We're going to focus on the two most popular methods of creating
portals in batches (rather than one-at-a-time): batch creation
using NetFirm CS and batch creation using UltraTax CS.
To determine which method is the best fit for your firm, you'll
need to ask yourself whether you want to allow your clients to
specify their own login name, or whether you want to create a
policy that all logins will be the client's email address.
Option 1: If you choose to let clients create
their own login name, and have the ability to modify their login at
a later date (if they wish), use the batch creation within NetFirm
CS. The batch creation utility imports a spreadsheet of the
client's first and last name, as well as their email address. Once
the import is complete NetFirm CS creates the portals so you can
begin modifying permissions.
Option 2: If you'd like to set a policy that
all logins will be the client's email address, you can use UltraTax
CS to automatically deliver web organizers and/or completed tax
returns, thereby creating the logins (during this process NetFirm
CS creates portals and logins automatically). Alternatively, if
you're not planning to create/deliver organizers, but want to give
your clients access the portals now; you can use UltraTax CS 2010
to deliver last year's tax return. NetFirm CS will create a portal
during this process.
Want to learn more? Take a look at the Mass Portal
Creation for NetClient CS video-number 6 in our series of
See It in Action videos
for NetClient CS.