You get a secure client portal for each and every one of your clients at no extra charge.
This 256-bit SSL, password protected, portal allows your clients to conveniently and immediately access important documents, tax data, financial statements, source documents, and software. Your clients can also safely exchange large accounting files and sensitive financial information with you using this portal.
Single Sign-On Access to 5 Critical Online Accounting Firm Applications
Your clients only have to remember one username and password. Once they log into the Client Portal they have instant online access to these 5 accounting, tax and payroll applications.
1. Online Document Management - Secure File Exchange
Provides your clients with 24/7 access to tax returns, financial statements, scanned source documents like W-2's and stock transactions. Your clients can safely store vital company information like employee data, corporation papers, and legal documents. All files are backed up daily and archived in our secure data-center.
2. Secure File Exchange
The Online Document Management System includes a Secure File Exchange System that provides a secure, convenient, and easy way for you and your client to exchange and share files.
Exchanging files via email is unsecure and often frustrating. Email servers often reject large file attachments leaving your client with no choice but to mail your a CD with their files.
The Secure File Exchange System allows your client to simply upload any file on their computer to a secure online safe-deposit box. And just like a bank safe-deposit box, only you and your client hold the key.
3. Online Interactive Tax Organizer
Each of your clients also get an Interactive Tax Organizer to help them organize their tax information online, saving you time when preparing their taxes.
The Interactive Tax Organizer is a dynamic web application that allows you and your client to securely access their tax information anytime from anywhere. With this Online Tax Organizer you no longer need to mail and enter the tax information from paper organizers.
4. Online Accounting
You have the option to provide a state-of-the-art online accounting module to your Client Portal. We're not talking about some "watered down" online accounting application. You and your clients get full online access to the Full Retail Version of QuickBooks Pro or QuickBooks Premier. Online access means that you and your clients can make entries, print reports and have full access to QuickBooks from home, office, or any location in the world. The accounting data is kept safe and secure on state-of-the-art, fully redudant servers that are backed up daily.
5. Online Payroll
You also have the option to provide a state-of-the-art online payroll processing through your Client Portal. Your clients can enter their hours and earnings, print detailed reports, print checks, make direct deposits, and file all federal and state payroll taxes directly from the Secure Portal on your site.
This client portal positions your firm as a technology leader and solidifies your client relationships.
New Secure Firm Portal (Beta)
You get a Secure Firm Portal for each of your staff members. This 256-bit SSL, password protected, portal allows everyone on your team to conveniently and immediately access 17 important firm applications with just one login.
The firm administrator controls which applications each staff member can access. So if the partners only want one person to make modifications to the website, they can grant "Site Management" access to only that one staff member.
Single Sign-On Access to 17 Online Accounting Firm Applications
1. Web Mail
Each accountant in the firm gets a full-featured POP3 email account that works with Outlook, Outlook Express and many other programs. They also can read, send and reply to email directly from their website's Firm Portal. This allows the firm's staff members to easily communicate with their clients and other members of their firm when they're at the office, home, or away on vacation.
2. Online Document Management
Staff members can securely share and exchange files with clients and other staff members. If granted Document Manager Administration rights the staff member can add new users, modify and remove existing accounts.
More details about the Online Document Management System.
3. Secure File Exchange Administration
Staff members with Secure File Exchange Administration rights can add users and exchange files among your clients and staff using our Legacy Secure File Exchange System.
More information on the Secure File Exchange System.
4. Online Accounting
Staff members with Online Accounting access rights can automatically log into the Online Accounting Module.
Learn more about the Online Accounting System.
5. Online Payroll Administration
Staff members with Online Payroll Administration rights can automatically log into the payroll administration control panel to manage the firm's payroll clients.
More about the Online Payroll System.
6. Tax Organizer Administration
Staff members with Tax Organizer Administration rights can create new organizers, modify existing ones, and export the data to Excel .csv files.
Learn more about the Interactive Online Tax Organizer.
7. Site Management
Staff members with Site Manager access rights can easily make changes to the site through this firm portal.
8. Email Marketing System Administration
Staff members with Email Marketing System Administration rights can create new broadcast email messages, setup scheduled message deliveries, modify existing messages and campaigns, Import email lists, manually subscriber and unsubscribe users and more.
More details about the Email Marketing System.
9. Search Engine Submission Tool
Staff members can easily submit your site to the major Search engines.
10. Website Traffic Statistics
You and your staff can see the number of hits, visits, and unique visits per month, week, day, per hour with graphs charting everything. You can see the website address people came from and even the search terms they entered to find your site in the search engines.
11. Seminar Registration System
Staff members with "Site Manager" access rights can add new seminars and edit, view or print the list of seminar registrants.
More about the Seminar Registration System.
12. Web Marketing Tips
Your staff members have full, unrestricted access to our library of online Marketing tips.
13. Online FTP Program
Staff Members can easily add pdf, audio, and video files to your site with the Online FTP Program that comes with the Firm Portal. This Online FTP Program also gives your staff members the ability to create private "Members Only" sections on your website. So if you want to require login access to certain content or financial calculators, you can do it with this program.
14. Online Help
Staff members have full access to our comprehensive help center. So if they need help with anything, the answers are right their 24 hours a day, 7 days a week.
15. Online Calendar
Each staff member also has their own online calendar where they can schedule and keep track of their appointments and meetings.
16. Contact Manager
Each of the staff members has their own contact manager to help them keep track of their clients and other contacts. The contact manager is integrated with the contact list in the Web Mail program so all contact information is kept in one place.
17. Task Manager
Each of the firm's staff members has their own task management program that allows them to keep track of all the tasks they have to do. Tasks can be scheduled for certain dates and times with an alarm notification. The tasks can also be categorized, prioritized, and marked when completed.
As always, please feel free to call or email us if you need help.