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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 16 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 grant Site Management access to one staff member.
Single Sign-On Access to 16 Online Accounting Firm Applications
1. Site Management
Staff members with Site Manager access rights are able to easily make changes to the site through this firm portal. Learn More
2. Secure File Exchange Administration
Staff members with Secure File Exchange Administration rights are able to add users and exchange files among your clients and staff using our Legacy Secure File Exchange System. Learn More
3. Online Document Management
Staff members securely share and exchange files with clients and other staff members. If granted Document Manager Administration rights the staff member is able to add new users, modify and remove existing accounts. Learn More
4. Online Accounting
Staff members with Online Accounting access rights are able to automatically log into the Online Accounting Module. Learn More
5. Online Payroll Administration
Staff members with Online Payroll Administration rights are automatically logged into the payroll administration control panel to manage the firm's payroll clients. Learn More
6. Tax Organizer Administration
Staff members with Tax Organizer Administration rights are able to create new organizers, modify existing ones, and export the data to Excel .csv files. Learn More
7. Email Marketing System Administration
Staff members with Email Marketing System Administration rights are able to create new broadcast email messages, setup scheduled message deliveries, modify existing messages and campaigns, Import email lists, manually subscriber and unsubscribe users and more. Learn More
8. Search Engine Submission Tool
Staff members are able to easily submit your site to the major Search engines. Learn More
9. Website Traffic Statistics
You and your staff 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. Learn More
10. Seminar Registration System
Staff members with "Site Manager" access rights are able to add new seminars and edit, view or print the list of seminar registrants. Learn More
11. Web Marketing Tips
Your staff members have full, unrestricted access to our library of online Marketing tips.
12. Online FTP Program
Staff Members are able to easily add pdf, audio, and video files to your site with the Online FTP Program included with the Firm Portal. This Online FTP Program also gives your staff members the ability to create private "Members Only" sections on your website. Learn More
13. Online Help
Staff members have full access to our comprehensive help center. So if they need help with anything, the answers are available 24 hours a day, 7 days a week.
14. Online Calendar
Staff members have their own online calendar to schedule and keep track of their appointments and meetings.
15. Contact Manager
Staff members have their own contact manager to help 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.
16. Task Manager
Staff members have their own task management program to keep track of the tasks they have to complete. Schedule tasks for certain dates and times with an alarm notification. Move tasks to categorize, prioritize, and mark complete.
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