Think of the Quick Login for the Client Portal as a gateway to billable time.

It’s 9:00 am. You’re in webmail, checking messages and mapping out your day.

You get an email from a client asking you to check on a figure in his tax return. You start to close the message and move on, thinking you’ll take care of it later – when you remember:

“I can log in to the Portal directly from my webmail!”

And so you can.

Accounting websites from CPA Site Solutions just got more efficient. Now you can access the Client Portal directly from a link in webmail – which means you only need to remember one password, and it’s that much easier to jump in to client work.

And, of course, the easier it is to do client work, the more you do – and the more your profits grow.

Quick Login to the Client Portal

When you add the link, you get a Portal option in the menu on your webmail.

This means you can quickly go from your email to your Portal – eliminating the need to open a new window, get into your website, enter your password, and click to the Portal from there.

The link to the Portal shows up on your “More” menu, as seen here:

Two Mighty Features That Save You Time

Two of our most popular features – our email solution and the secure Client Portal – are now connected.

Email Solution. Our email service is a huge time saver for your firm.

For one thing, our webmasters support the tech aspect, so you no longer need to rely on the IT guy if your email is down. Our email is also easy to manage – there are no folders, and the search function is fast and highly targeted.

Note that the Quick Login feature does not integrate with Outlook. To take advantage of this time saver, use our email solution. (When you do, you benefit from its full integration with the Workteam Collaboration Suite, including its shared calendars, wikis, and instant messaging.)

Secure Client Portal. Our Client Portal includes QuickSend and 1-click send, both of which save tedious administrative steps and help your day run more smoothly.

Of course, our entire Client Portal is highly efficient – allowing you to easily and securely exchange large accounting files and sensitive financial information with your clients.

How to Get the Quick Login Feature

It’s easy to add the Portal link to your webmail page.

If you’re a Gold client, give us a call at 1-800-896-4500 or email us at support@cpasitesolutions.com. We’ll be happy to add it for you.

If you’re a Silver client, visit our Help file for instructions on how to add this link. Don’t worry – this is an easy one! It takes just a couple clicks. (If you’d like us to add it for you, upgrade to Gold and have a Dedicated Webmaster make all your changes.)

Add the Quick Login to the Client Portal and enjoy the improved workflow – from webmail straight to work.

Do you think this new feature will improve your workflow? What other suggestions do you have for cutting out steps in your daily routine and bumping up efficiency? We’d like to know. Share your thoughts below.

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