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Introducing PortalSafe

Client portals save time and money for you and your clients.
Learn how PortalSafe will benefit your business.

Why PortalSafe?

Matt Peterson, President and CEO of eFileCabinet, and Jairam Padmanabhan, Vice President for Strategy at CCH Small Firm Services, discuss how PortalSafe simplifies client collaboration, strengthens relationships and streamlines workflow for tax and accounting firms.

How to Use PortalSafe

See exactly how PortalSafe works, from default functionality to customization options.

PortalSafe/ATX™ Integration

Learn how to set up your PortalSafe account in ATX and print tax returns to PortalSafe.

PortalSafe/TaxWise® Integration

Learn how to set up your PortalSafe account in TaxWise and print tax returns to PortalSafe.

PortalSafe Administrator Training Video