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Secure client portals are a game-changer for tax professionals. Here's a simple step-by-step guide to set yours up with confidence: 1. Choose software with built-in encryption and multi-factor authentication. 2. Customize client access levels for data privacy. 3. Enable secure document upload and real-time notifications. 4. Regularly update passwords and monitor portal activity. 5. Educate clients on portal security best practices. With NuVue Tax, you get all these features designed to protect s
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