Workteam Collaboration Suite

Want to work more efficiently with your staff, partners, and clients? Now you can, with the Workteam Collaboration Suite that comes with your website. Everything is hosted on the web, so there's no hardware or software to install. We set everything up for you, so you can get up and running quickly.

Email for Everyone

Every member of your firm gets their own email address at your domain name. They can use their email from anywhere, at home, the office or while on the road.
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Access your email from the web, MS Outlook, iPhone, and Blackberry.

Shared Calendars

You can see the appointment calendar of each member of your firm. An administration person can schedule appointments for any member on your team. And team members can receive notification and reminder emails so they never miss a meeting again.

Shared Contact Lists

Each staff member can have access to all your client contact information. So they can return calls and emails when they are out of the office. Everyone has access to their own private contact list as well.

Team Wiki

A Wiki is a great tool that allows you and your staff members to work collaboratively on a project. For example you could build a firm procedure manual in your wiki. We've done this at CPASiteSolutions and it works wonderfully.

When we add new procedures or modify existing ones, we quickly add them to our wiki. All of our team members get an email with a link to the new wiki entry. All they need to do is click on the link and read. The wiki allows us to keep everyone on the team up-to-date, so you get the best possible service no matter who you talk to.

We also use our procedure manual wiki to train new web designers. Having everything documented allows us to get new team members up to speed in half the time.

Ask any one of our designers about our procedure manual wiki. We all love it. And if you decide to build one for your firm, you don't need to buy or install anything, because it's already installed and ready-to-go on your website.

Task Manager

The Task Manager is designed to help you keep track of the things you need to do. You can create lists of items, set due dates, and notes. Integration with your iPhone or Blackberry means you always have your task list with you.

Shared Documents

Your team can work together on documents in real-time. Meaning more than one person can edit a document and they will all see the changes take place as they are typed. When the team is finished with the document they can quickly create a .pdf document and email it to the client. Documents can be imported and exported to and from Microsoft Word.

Shared Spreadsheets

Just like the shared documents, your team can work on a spreadsheet collaboratively in real-time. And spreadsheets can be imported and exported to and from Microsoft Excel.

Instant Messenger

The Instant Messenger service allows your staff members to quickly communicate with each other. Get the information you need immediately while being less disruptive than a phone call.

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