In Intuit Practice Management powered by Karbon, Client Tasks is a secure way to share and receive information from your clients—it is significantly more secure than simply communicating via email, and how most firms interact with their clients.
Security measures include:
- Access to the Client Task portal is available only via a dedicated email invitation
- The unique URL for each set of Client Tasks is generated at random using 30 characters
- The first time a client accesses their URL, they are required to create a 4-digit PIN
- Intuit Practice Management tracks who accesses that URL, and from what devices. Each new device that tries to access the URL will be asked to provide the PIN.
- Your clients can load files and comments and complete the tasks, all from the secure portal accessible at that URL
- The client will be locked out once the related work item is marked as Complete, to preserve your audit trail
- All your information in Intuit Practice Management, including Client Task data, is encrypted in transit and stored securely using enterprise-grade cloud servers, encrypted data storage and highly scalable databases. The portal is a 256-bit encrypted site.
- Intuit Practice Management undergoes regular security reviews to ensure the protection of customer data and documents.
With security at the core of Intuit Practice Management, you will have complete confidence that your data is safe and private at all times.