CPAacademy.org | WHY CLIENT PORTALS FAIL: UNDERSTANDING FILE TRANSFER

Marivic, CA

"Steve Dublason really knows his product and communicated that very well. However, our system which is the use of virtual office (Thomson Reuters) is not compatible with the product being offered. He did point out the changes affecting the use of pdf system though that will help me explain to the client or even myself why opening attachments on a web based mail is no longer as easy as before. eg just clicking the attachment file. Now it has to be donloaded so I did learn something that I can share with others and if opportunities exist in the future will have this product in the front line."

Connie, OK

"I was glad to see that not everyone was using the PORTAL services. I did a short sub job for a CPA that was using the PORTAL services. It made me a little ill to hear the secretary tell the clients that they could get copies of their returns on the CLIENT PORTAL. These are elderly clients, most of which never had or used a computer. This was a very informing webinar that gave me more information on the security side of sending and receiving information on the internet. Thank You."

Jayne, OR

"It was wonderful to find out I am not the only one dissatisfied with the response of tax clients to portal use. I thought the webinar was very factual and I was surprised how many participants seemed to be answering polling questions as though portals were not in their experience vocabulary. That was an eye opener. I particularly enjoyed the pace of the presentation. It gave me plenty of time to understand the issues, and yet did not drag in any way."

Terrance, CA

"Excellent job. I didn't come into this webinar with specific expectations. Great overview of the pros and cons and informing us that even though most of the secure file technologies have different naming conventions, many are the same thing (portals). I did not understand the technology that well. Appreciate the honesty regarding issues with the methods and the suggestion to use different methods for different types of clients was very smart!"

Sheila, OH

"THE COURSE WAS VERY INFORMATIVE. OUR FIRM ALREADY HAS AN EMAIL SYSTEM. WE HAVE A PORTAL BUT DON'T USE IT BECAUSE OUR CLIENTS ARE NOT UP TO THE EDUCATIONAL AND TECHNOLOGICAL LEVEL TO USE IT. ALSO THE ENCRYPTION SOFTWARE SLOWS EVERYTHING DOWN, AND ALSO INTERFERES WITH CLIENT SOFTWARE. NO ACCESS. AND WIRELESS ON TOP OF ALL THAT. DO WE HAVE TO GIVE COMPUTER CLASSES TO DO TAXES WITH OUR CLIENTS. TIME WILL TELL."

Mary Kaye, IN

"Steve was an excellent presenter. I was taking the class just for knowledge on the subject, and was surprised that I was as interested in the subject. I know that was due to his presentation skills. If I worked with the portals, I would have thoroughly enjoyed the course as he dealt with specifics which I always prefer. It was time well spent, and I would gladly take a course from him again."

Jane, MN

"Being a newbie to portals, I thought that Scott made an excellent presentation on the "mechanics" of file exchange. His knowledge and experience in this technology took the mystery out of how it works and what options will be best for our office as we go further into using file exchange. His powerpoint download is also excellent in helping us remember what he taught."

Beverly, NC

"I took this course to learn more about client portal solutions. Not only did I learn about a specific product, I received a lot of general information that will be helpful in my practice. I also thought the solutions and suggestions were very practical in that they did not lead you to believe that 100% of your clients or situations will be solved using one method."

Judith, TN

"The info was well presented. Answers to my questons were presented before I asked the question - a plus for the presenter ... to know possible qustions before hand and address the issue during presentation. Seminar gave those of us who have not used e-signatures the opourtnity to get to know a lot about the system before investing in product."

Jeannie, CA

"The instructor finally answered a question I have had for quite awhile as to why some clients could not open an emailed pdf file. I had a hunch it was MAC users but the discussion also included Google Chrome, Yahoo, and encrypted Outlook emails. This wastes hours and hours during tax season. Thank you for the insight!"

Leah, MT

"Excellent presentation that was clear, concise and applicable. There were no delays or lag time in the flow and the presenter was very knowledgeable on the subject matter. The history of the process made perfect sense and presented the appropriate building blocks for which the product represented. Well done!"

Michael, FL

"The course definately gave me a different perspective on "e-sign." I have been looking at the likelyhood of having a tablet or iPhone app to accept signatures for certain forms & then emailing the form or printing onsite. This course opened my mind to what could be and what can we do further to secure it."

Ron, GA

"I've been out of public for many years and in industry. I'm in the process of earning enough CPE hours to activate my permit. This was a very informative course both from an advancing technology and practice administration/efficiency perspective as well as information security."

S., CA

"It's very effective that an actual example for e-signatures was presented to show what would be seen on the screen (by the CPA and the clients), how to actually attach the documents and to e-sign that gives a complete idea about the whole process involved."

H. Toni, FL

"I enjoyed the webinar. I was pleased it focused on both informing and educationg its audience regarding the technological aspects of the subject as well as introducing the products. I appreciate that it wasn't just a sales presentation. Thank you."

Earl, CA

"This webinar provided valuable insight into the pros and cons of secure document delivery programs and systems in the market place. I highly recommend this webinar to everyone that is shopping for a method of secure and simple document delivery."

Jennifer, VA

"Products seem very good - if they deliver as advertised, I'd be very interested in learning more, including pricing options, and what kind of training and ongoing support we would receive. Would love to hear current client thoughts/testimonials."

Robert, OH

"The CLIENT PORTALS webinar provided useful insights about use of client portals, passwords, pdf encryption, and associated scenarios and issues. I will use this perspective when discussing customer and supplier portals with my systems clients."

Michael, FL

"Your "Recreation of the PORTAL experience" is dead on acurate... This Webinar has confirmed that I am taking the right steps with likely PORTAL users and properly preventing waiting time with unlikely PORTAL users. Thank you, Michael, CPA"

Melissa, TX

"The majority of our clients are based out of the country, we rely on file transfer to send and receive information. This is a product that I would like to see implemented at our firm as it has ease of use right through Outlook as a plug-in."

Ann Katherine, TX

"What got my attention was the honesty with which he discussed the advantages and disadvantages of his firm's products. When he followed that up with research, with data-driven product development, I knew this presentation was unforgettable."

Ms. Willie, IL

"I really enjoyed the part of the webinar that I was able to hear. There is a storm in my area and my connection kept going in and out so I missed some of the presentation and a few polling questions. Overall it was a good presentation."

Shaina, NJ

"My name is Shaina Whiter. email: shainawhiter@gmail.com. I found the webinar informative and interesting. I attended your Webinar on 11/29/12, and answered all the polling questions. Please can you help me receive my CPE certificate."

Dot J, TX

"Presentation was easy to understand, good graphics, Hatfield explained everything clearly and answered the Qs at the end very well. I like the way he quickly scanned them and summarized some same or similar Qs to answer. Good job!"

D.A., ID

"Steve is a knowledgeable speaker and does a good job of presenting his topic(s) so that it is easy to understand. I have enjoyed listening to several of his webcasts with CPA Academy and look forward to hearing more from him."

Joseph, SC

"I found Steve's presentation very well prepared and conducted in a professional manner. The information was very relevant to current technology standards, very informative, and presented in a logical and comprehensive manner."

Rodney, TN

"Steve made this one of the most enjoyable webinars I've ever attended. He interacted with the participants, acknowledged the questions and addressed folks by their name. Very professional, but personable. Outstanding job!"

Lori, PA

"In my quest to go paperless this upcoming tax season, the webinars I have participated in by cpaperless have provided me with a great knowledge base on "how to" achieve my goal! Thank you CPA Academy for bringing them to us!"

Rudy, FL

"This is a good approach to capturing the security issues and the flowcharts makes one understand the difficulties about implementing within the firm and with clients. Keeping time under control is essential to survival"

Stephen, TX

"This was my first webinar experience and I must say it was great ! The venue was engaging and although I have antiquated equipment, went off without a hitch. Thank you for putting these webinars together. Steve Heck"

Karen, IL

"I don't like having to keep up with technology, so I appreciated having it "spoon fed" to me via this webinar. I was in my own office, no transportation time wasted, no technical manuals to read. It was very helpful."

Stephny, AR

"It was very enlightening to learn alternatives to what we are currently using, and perhaps one day in the future we can look at a replacement when we get out of our contract. Thanks for the very informative session!!"

Michael, NE

"Client confidentiality is becoming a serious concern even if there weren't legal requirements. This webinar made the requirements a clearer as well as presenting a good option for securing communications."

Trinidad, MT

"Having tried different secured file transfer methods that were segmented, it is a relief to know SafeSend makes it easy for users with integration with emails & non-use of easy-to-forget Ids & passwords."

Denise, MS

"I enjoyed the courses it taught me a lot of things I needed to be refreshed on. and learned me somethings that I was 95% right about but most of it all I ejoyed myself browsing thru new things to learn"

Ellen, TX

"Mostly as a firm administrator who is new Public Accounting I was thrilled to know our firm is not alone in Portal use issues. I kept thinking "what are we doing wrong?" The statistics were great."

Linda, TX

"Although portals are not applicable to me in my business, I certainly learned a great deal about them and the need for them. Hopefully, I will be able to apply this knowledge down the road."

Janet, NC

"The honesty of the presenter was so refreshing. I feel the presentation was so "on point" with all issues that keep changing. Thank you so much for providing ideas, directions and details."

Deborah, GA

"I enjoyed the course because it was fascinating. The flexibility of time and day scheduling fit into my busy day. The presenter, Steve Dusablon was very knowledgable about subject matter."

Mike, NH

"The presentation was perfect. The graphs of how often clients use portals, how CPA firms handle secured files and how much time can be saved through digitizing were eye openers for me !"

Kim, PA

"The course was great. In the area where I live we have more Senior citizens and most of then do not own a computer. If I was in a larger community I would unquestionably purchase it."

Mary, TX

"I enjoyed the course. I see how it could be very helpful to businesses that do a lot of client portal or email business. We are not to that point. Thanks for offering the course."

Donna, Arouca

"This webinar taught me a lot about technology I have used but did not fully understand. It also provided food for thought as I consider developing an accounting and tax business."

Bruce, CA

"great product. unfortunately for right now I can't use it because we are currently using SaaS. but i will think i would consider this if i ever change (which could be soon)"

Lisel, CA

"The course was presented in a professional manner and the material was relevant to tax preparers needs. Very infomrative, enlightening and thought provoking. Thank you."

Todd, CA

"I appreciate how the presenter focuses on the barrier to problems and intelligently removes the obstacles. I appreciate his well thought out process and presentation."

Brian, TX

"This is my third Steve Dusablon seminar and I enjoyed the program. If the SafeSend plug-in will work with my stand-alone dual OS system, I will purchase the product."

Gerald, MD

"Presenter was excellent and had good knowledge of the subject. It was cool to see the actual electronic pages during the presentation that pertained to e signatures."

Heather, MO

"Great webinar & great information! This information is a very current hot topic and a frustration many company's are dealing with. Very beneficial info! Thank you!"

Laura, CO

"Vefy informative. We were thinking we might need a portal but not sure it would be in our best interest at this point. We'll need to investigate a little more."

Kathleen, OR

"I have taken two courses now and have found both your presenters very knowledgeable and engaging. Also, the materials are very easy to follow and understand."

Shirley, AZ

"Very Informative. File transfer/security issues are a problem, but clients don't want to go through the hassle. Course (and cPaperless) provided an option."

Jay Philip, WA

"Outstanding visuals. I liked the global-view as well as the detailed demo. Felt authentic. This is as fine a cpe presentation as I've ever experienced."

Cindy, CO

"This was a great informational presentation. Although I'm not at a CPA firm, there might be use for this in my company that has 4 different locations."

Mike, TX

"This was an interesting and timely presentation. We are in the process of deciding whether to deploy Portals, and this presentation was enlightening."

Fred, MN

"This webinar is especially good at teaching you the various levels of security there can be in transferring files between yourself and a client."

Kathy, WV

"Im not great with words, and I have yet to stand in Church and give my testimony (SHY) but I will say I enjoyed every second of the course :)"

Jeff, AK

"This showed me in detail how the product worked and how it compared to similar services. I will be using this product this coming season."

Brian, NY

"Good course ..... I'm thinking of starting to use Outlook for my e-mail just so I can use their CPA Safe E-mail and e-Signature products."

Bruce, MA

"This course completely changed my opinion about portals. And I was about to register for a portal. Thank you for the sound advice."

Casey, MT

"Steve presentation is very easy to follow and not become distracted. He is very knowledgeable about the information he's presenting."

Michael, TX

"Thanks for pointing out the dropbox feature in CPA SafeMail. I didn't realize it was there, but plan to start using it right away."

Daniel, CA

"The course very clearly demonstrated how great efficiencies are attainable in exchanging documents with clients using CPA SafeMail."

Collin, FL

"I thought the presentation was very good and useful to my practice. I am interested in the product and may add it to my practice."

Jennifer, VA

"The topic and presentation were well done. I had to smile at the Circle of Frustration -- I have been there many times! : )"

Ronne, OR

"The presenter was great, the information deliver was very clear and constuctive. Also, never once did I want to fall asleep!"

Rhonda, TX

"Good information, good presentation, good to see great improvement in software for safely moving files to and from clients."

Carole, NC

"Presentation was clear, precise, and informative. We do not currently have portals so I found this webinar quite helpful."

Cozzie, GA

"Very thankful that this important information was given to my company. We feel more upti date on services available today."

Terrance, MD

"Wish I would have discovered CPA Academy sooner, I love the courses and many time options that are given for each course."

Jane, TX

"Enjoyed the lecture tremendously. Up to date info provided and delivered in a very professional and entertaining manner."

Tonia, AK

"I am in great support for digital signatures for the 8879's and can't wait until the IRS starts to except this progress."

Elaine, TX

"Very informative and timely for paperless CPA offices who want to learn about better options for delivery of documents."

Debbie, TX

"I forwarded the product information to the decision makers in the firm to consider. Thanks for showing an alternative!"

Olivia, CA

"Really highlighted the process of automating workflow and the pros and cons of various solutions to speed the process."

Sonia, VA

"Portals sharing of information are more easy and understandable that what they look, the webinar gave me this thought"

David, OR

"Excellent course. Eye opening information was presented and will change the way we handle our client communications."

James, MD

"The information was very helpful and the "sales pitch" was missing, though a product was presented as the solution."

Judy, NM

"I had taken the SafeMail webinar and this one added a little more insight. Both webinars were very well presented."

Kimberly, OK

"Very informative. Helpful to understand the need for documenting the calculation of the reasonable salary amounts."

Michael, WI

"Steve is always knowledgeable and entertaining. This session had a lot of great and relevant information. Thanks!"

David, GA

"Steve did an excellent job of presenting the material, and is easy to follow what he is conveying to the audience."

Allison, NC

"i enjoyed learning about the program and what all you can do with it because i didn't know any oof that before."

Brenda, TN

"I appreciate the information. It was very interesting and has me thinking of what I need to do in the future."

Mariana, FL

"“The course is excellent. I wish all courses were as interesting and practical—and improved my productivity.”"

Shasta, IN

"EXCELLENT!!! PRESENTATION COVERS THE INFORMATION A NOVICE NEEDS TO KNOW REGARDING FILE TRANSFER. THANK YOU."

Andrew, FL

"Steve demonstrated he is truly an expert in the field, with disclosures to give the audience the true picture"

Suzanne, CA

"I really enjoyed the practical application demonstrations and getting the results from the survey questions."

Patricia, CA

"The presenter was knowledgeable and easy to understand. All the material presented was relevant and timely."

Oliver, NJ

"Great class. will recommend it to some of my friends, and in future will consider purchasing this software."

Jennie, CA

"Clear, concise audio and visual presentation drives home information, making it accessible and digestible!"

L Robin, NJ

"I really appreciated that the instructor took the time (actually went overtime) to answer my questions."

Jen, WV

"Steve was very knowledgeable about the product and how it can help with efficiency in accounting firms."

Jose, CT

"Outstanding and knowledgeable presenter and material. Looking forward to working with firm in future."

Maricolleen, SC

"An excellent presentation! The speaker gave an informative and entertaining presentation. Well done."

Sharon, IN

"Great course and ideas. I questioned whether this would be appropriate for me and I learned a lot."

Chiffone, AL

"I would like more training on portal because it is something that I would like to use in my office."

Lyle, KS

"Overall, the seminar helped me understand the connection between portals and encryptioned material."

K, NY

"Never used a portal before. The webinar was helpful in identifying online needs that may be needed."

Martin, WI

"Great value topic and it was good to get confirmation of what experts were thinking about portals."

Brian, CA

"Great information on portals and encripted emails and why client portals are not used by clients."

Zinaida, FL

"The course was very informatical. We might to consider of using one of the software in the future"

Sandy, TN

"helmed me understand the itools I need to better secure my electronic communications. Thanks."

Angeline, NY

"It was very interesting but for my cliental not usesful. Thank you for your your presentation"

Yolanda, AR

"I enjoyed the course it was very informative... Before I could ask a question it was answered!"

Michelle, VA

"It was an efficient and effective way to gain knowledge about a noteworthy and relevant topic."

Aida, NY

"This webinar gave information I was not aware of. Opened my eyes to new avenues. Thank You."

Sandra, GA

"Learned a great deal and look forward to speaking with your people after the 1st of January."

Brenda, TX

"I thought the course was very interesting. I'm not in a position to use this at this time."

Susan, VA

"Super, loved the end showing us the product in action! So smooth, easy to learn and apply."

Terry J, MT

"GOOD EXAMPLES & EXPLANATIONS ON THE TOPIC. I HAVE A BETTER UNDERSTANDING OF THE TOPIC NOW."

Stephen, MA

"It's nice to know that someone "gets it" about the frustrations that turn our clients away."

Patsy, NC

"I think I have already done so, by my answers to previous questions....G R E A T J O B!"

Michelle, AR

"Great webinar to provide some much needed information that most of us would not consider!"

Steven, NV

"Very good info... something that I will keep in mind as I develop my consulting business."

William, PA

"Interesting and timely topic. Thanks for taking the extra time to answer the questions."

Kimberly, TX

"The materials presented were very informative and the instructor answered all questions."

Kelly, FL

"If I was working in a CPA firm, I would defintely be interested in a product like this."

Kristine, TX

"I definitely enjoyed the webinar and feel they found a solution to very common problem."

Donald, TX

"The course was clear and to the point, real life examples made the course interesting."

Robert, WA

"Very helpful. Thought I was the only CPA with resistant clients. Bob A Belleve, WA"

Jennifer, TN

"Well thought out presentation of the subject matter - made the webinar go by quickly!"

Eve, GA

"This webinar cleared up my lack of knowledge about portals. It answered my questions."

Dale, WA

"This class introduced me to technology I had not seen before. Extremely interesting."

Maya, CA

"Steve was very articulate and made it easy to understand the material. Thanks Steve"

Karen, NJ

"It was highly informative, and offered new solutions to some troublesome problems."

Teddy, KY

"I gained knowledge and expertise that I did not have before this seminar, Thanks."

Shasta, IN

"Excellent presentation. Much to learn. Very effective. Excellent presenter."

Michelle, NE

"Fantastic information and wonderful solution to document sharing with clients."

Christopher, CA

"I picked up a couple things I didn't know and can use in the future. Thanks"

Denise, WA

"I had no idea my clients could send and receive inscription files so easily"

Ian, PA

"Very knowledgeable presenter who made the topic and presentation enjoyable."

Michael, TX

"Outstanding introduction to relevant issues for an identity at risk world!"

Stacy, KS

"I found out that our clients are not much different that other CPA firms."

Craig, SC

"Thanks for putting on the course, it is good to learn what is out there."

Margaret, AZ

"The course was informative however not really applicable to my situation"

Sherry, GA

"This seminar is an eye opener that shows what goes wrong with portals."

Cynthia, NJ

"I have a better understanding of this transferring of documents issue."

Robert, CA

"I will probably invest in Safe Send. Thank you for the presentation."

Ron, TX

"this course answered my long-standing questions about client portals."

Julie, NV

"I like the visuals that helped to understand the verbal presentation"

Angie, TX

"The course was great right on time very knowledgeable instructors.."

Gary, NC

"Hope my business volume grows to where I can utilize the services."

Debbie, MO

"Currently clients number 175..good information for future growth."

David, FL

"The webinar was excellent as it covered a curent important topic."

Akore, CA

"Very helpful to give me some real world discussion on this topic."

David, ME

"I always learn something useful from the webinars given by Steve"

Jean, MD

"I thought Steve did an excellent job of presenting the material."

James, OK

"I was impressed with the presentation. It was very professional."

David, SC

"Thanks, Interesting topic. Also am interested in the products."

Muneeb, NJ

"The course was very well done and very informative. Good Job!!!"

Kathy, NM

"Informative course material but not enough time to deliver it."

Lois, CA

"Good riddance to the Circle of Frustration and Inefficiency."

Naren, NJ

"Very Good Presentation. Helpful to CPAs and their Clients.N"

Ernestine, TX

"It was ver informative and I highly recommend this course."

Debra, PA

"Really made me think about the time wasted on small things"

Patricia, NH

"Steve was very knowledgeable and did a great presentation."

Kirti, CA

"This was very informative and illuminating session for me."

Tim, WY

"i likes it good info on file transfer and digital signing."

David, NJ

"Good session and interesting product. Seems well designed."

Sofia, VA

"enjoy learning new things you never know when you need it"

Thomas James, NJ

"Steve Dusablon was great! He made the seminar enjoyable!"

Marc, TX

"Very well put together and presenter did a fantastic job"

Lisa, MS

"Great information and presentation. Thank you so much."

Roberto, IL

"Time well spent especially when learning something new."

Anne, PA

"very interesting product, will consider in the future."

Lisa, TX

"I realy enjoyed hearing about what you have to offer."

Jacqueline, WI

"i really enjoyed the course it was very informational"

Randy, UT

"Good information, well presented and worthy of value"

Robert, TN

"Presenter has excellent knowledge about file sharing"

Donald, TN

"Very Informative. Learned a lot. Great Presentation."

Jeff, OH

"overall, a great presentation, extremely informative"

Karen, NJ

"It was very informative but never tedious or boring."

Lynne, AL

"Found the information very useful and informative."

lisa, AK

"I enjoyed the webinar and the facts behind it all"

William, IN

"The presenter's style and clarity was excellent!"

Rajeev, Other

"Very Informative. Good Seminar. Well Presented."

CLARK, TX

"GREAT SEMINARS PRESENTED BY STEVE. GOOD SPEAKER."

Vincent, NJ

"I enjoyed the course, efficient and interesting."

Joseph, NJ

"it was very informative I learned something new"

Gwen, FL

"Very knowledgeable instructor and use of media"

Sridevi, LA

"Excellent topic and Steve did a very good job!"

Cossette, FL

"Very informative for the new technological era"

Michel, CA

"I did enjoy the presentation. thanks a lot..."

Pamela, WY

"Kept my interest and piqued my interest too!!"

Kathryn, IL

"Excellent webinar. Great product. Thank you"

Theron, MN

"Very professional and excellent presentation"

Jill, TX

"Loved the intro--angry baby is really funny!"

Bernard, NC

"Excellent and informative course. Thank you."

Bernard, NC

"Excellent and informative course. Thank you."

Cynthia, CA

"Easy Login and I enjoyed the presentation."

Annette, FL

"Very effective presentation and presenter."

Rebecca, LA

"Awesome content, very timely for my needs!"

Mary, NC

"Gave me the information I was looking for."

J Kevin, NC

"Very informative and useful information."

Bill, TX

"This information was very helpful to me."

Carol, CA

"Yes, Sure beats listening to tax law.."

Jonathan, GA

"Great course. Learned a lot. Thank you!"

Larry, CO

"one of the best tools i have ever seen."

Paul, NC

"Enjoyed this quality webinar, as usual."

WHY CLIENT PORTALS FAIL: UNDERSTANDING FILE TRANSFER SOLUTIONS AND ALTERNATIVES

Steve Dusablon

About Our Presenter