[ PORTAL SPECIFICATION ]
Eliminate Tax Season Document Chasing Without Confusing Your Elderly Clients.
Evaluation framework for client portals that balance bank-grade SOC-2 security with frictionless mobile uploading and automated signature chasing.
[ THE COST OF INACTION ]
The Core Risk: Clients send documents over unencrypted email, forget portal passwords, and create endless administrative friction in February through April.
[ COMPLETE COMMITTEE TOOLKIT ]
- [ 01 ]Client Portal Vendor RFP Specification (.docx)
- [ 02 ]Mobile UX & Document Upload Scoring Rubric (.xlsx)
- [ 03 ]KBA & Electronic Signature Compliance Matrix (.pdf)
- [ 04 ]Client Onboarding Friction Reduction Roadmap (.pdf)
Want to read the full technical specification first? Read the open-web guide →
[ PORTAL SPECIFICATION ]
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[ PACKAGE INCLUDES ]
- Client Portal Vendor RFP Specification (.docx)
- Mobile UX & Document Upload Scoring Rubric (.xlsx)
- KBA & Electronic Signature Compliance Matrix (.pdf)
- Client Onboarding Friction Reduction Roadmap (.pdf)