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 there own email address at your domain name. They can use their email from anywhere, at home, the office or while on the road. Learn more...
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.
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 there own private contact list as well.
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 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.
Return to What You Get | CPA Website Tools
|
|
"If you're reading this, chances are you're wondering if a CPASiteSolution's
site is right for you. I've had a couple different sites in the past, but I have
to say that CPASiteSolutions delivers in EVERY aspect. The site itself does
everything you want and more!
The level of support is second to none! The Site are constantly being
improved as a result of user feedback. In short, buy this site. You will
not be disappointed."
Michael Hymes, CPA
www.hymescpa.com
|
See what else our clients are saying
|
|
|
