Secure Client Portal

Vault Demo - Firm User
Vault Demo - Client User

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 6 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 6 accounting, tax and payroll applications.

1. 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 you 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.

Learn more about the Secure File Exchange System.

2. Online Document Management
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.

More about the Online Document Management System.

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 Online Interactive 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 redundant servers that are backed up daily.

Get the details on the Online Accounting Module.

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.

More information on the Online Payroll Module.

6. Interactive Financial Calculators
Our interactive financial calculators are quick guides that help solve financial problems. They offer your clients the ability to easily calculate multiple what-if scenarios for tax liability, retirement savings and much more.

Learn more about the Interactive Financial Calculators.

This client portal positions your firm as a technology leader and solidifies your client relationships.

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