You get a secure client portal for each and every one of your clients at no extra charge.
This secure, password protected, portal allows your clients convenient and immediately access to 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 and Tax Applications
Your clients only have to remember one username and password. Once they log into your 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.
Get more details about the new Online Document Management System that allows your clients to securely store and organize their important financial and legal documents online.
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, including extremely Large QuickBooks files.
The new File Exchange System removes all the file name restrictions from the old system and allows your clients to name their files anything they want.
The new File Exchange System also has an upload progress bar that gives your clients an accurate reading of the progress of a large file upload.
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.
Learn more about the new Interactive Online Tax Organizer.
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.
The Online Accounting Portal is a optional add-on feature. Granting your clients online accounting access costs $49.95 per month per client and your client must have their own license of QuickBooks.
Learn more about the new Online Accounting System.
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.
The Online Payroll Application is a optional add-on feature. Granting your clients online payroll access costs roughly $14.99 per month per client. Get exact pricing and more information on the Online Payroll System.
This client portal positions your firm as a technology leader and solidifies your client relationships.
To setup your clients with this portal, please follow these instructions.
New Secure Firm Portal (Official Release)
You get a Secure Firm Portal for each of your staff members. This secure, password protected, portal allows everyone on your team to conveniently and immediately access 16 important firm applications with just one login.
Single Sign-On Access to 16 Online Accounting Firm Applications
1. Online Email Access
2. Online Document Management and Secure File Exchange
3. Online Accounting
4. Online Payroll Administration
5. Interactive Tax Organizer Administration
6. Website Modifications
7. Email Marketing System
8. Search Engine Submission Tool
9. Website Traffic Statistics
10. Seminar Registration System
11. Web Marketing Tips
12. Online FTP Program
13. Online Help
14. Online Calendar
15. Contact Manager
16. Task Manager
Firm Portal Administrator
The firm portal administrator adds staff members to the portal and controls which applications each staff member can access. So if you only want one person to make modifications to your website, you can grant "Site Management" access to only that one staff member.
Adding Firm Portal Users
Give yourself and staff members access to the Firm Portal by logging into the portal as the Firm Portal Administrator and running the "Add Firm User" wizard. Here's the instructions.
Adding Client Portal Users
Give your clients access to the Client Portal by logging in as a Firm Portal User and running the "Add Client Wizard". Here's the instructions.
As always, please feel free to call or email us if you need help.