Case Study: North American Investment Firm Enables Clients to Securely Share Sensitive Tax Documents with External CPAs

CS-NA-Investment-iconThis North American investment firm boasts over 11,000 financial advisors and 7 million clients. With a commitment to client satisfaction, the firm strives to make the best long-term decisions for its clients, both from the investment side and the client services side. As such, the firm’s IT team is committed to implementing tools that make it as easy as possible for clients to access their accounts, engage with their financial advisors and share sensitive financial information with external tax advisers.