Practice Management Client Portal

In the accounting industry workflow is everything. We recognize that in order for us to help you stay successful the industry needed a better workflow system the allowed cloud-based interaction with your clients. Client Portal is just that. Integrated or stand-alone, Client Portal sends documents, accepts payments, delivers email marketing, client messaging, and so much more.  Use Client Portal Lite for just sending documents or Client Portal for the full functionality listed below.

Secure Documents

Send Confidential Data

Building on top of the principles of keeping confidential information confidential we use the industry's most secure methods to transfer document effortlessly. Any file type, large or small, send it now.

Practice Management Integration

Integrated Practice Management

Sending documents and messages to clients within Practice Management is simple and integrates with your daily workflow.

Invoices and Payments

Invoices and Payments

Send your clients invoices through the admin panel or through Practice Management. Clients can easily pay without leaving your branded portal, increasing customer confidence.

Brandable

100% Custom Branding

Clients will see your logo, tagline, and company colors when they log in to help extend your branding and marketing messages. Clients can login from your website!

Custom Email Marketing

Custom Email Marketing

Choose from templates or use your own HTML to send your clients marketing emails informing them of important upcoming due dates or new services offered.

Web Administration

Simple Online Administration

Need to give a staff member access or send a quick message to the client or upload a new file from the road, it's easy with our online administration panel. Create new clients, projects, invoices, whatever it is you need to do you can do it from one screen.

Projects

Simplified Project Management

Workflow and projects change sometimes daily, that's what we made project management simple yet flexible to your changing needs, whether projects are individual or nested within other projects, a simple click and your set.

Client Messaging

Client Messaging

If your clients have questions or concerns about work being performed they can message you directly from the portal. Messaging is especially useful when missing additional information or documents.

The datacenter for our Client Portal is maintained by Rackspace Hosting which have completed an examination in conformity with Statement on Auditing Standards No. 70 (SAS 70 Type II). 

Completion of the SAS 70 Type II examination indicates that selected Rackspace's processes, procedures and controls have been formally evaluated and tested by an independent accounting and auditing firm. The examination included the company's controls related to security monitoring, change management, service delivery, support services, backup and environmental controls, logical and physical access.

SAS 70 is designated by the U.S. Securities and Exchange Commission (SEC) as an acceptable method for a user organization's management to obtain assurance about service organization's internal controls without conducting separate assessments.

A service auditor's examination performed in accordance with SAS No. 70 (SAS 70 Audit) is widely recognized, because it represents that a service organization has been through an in- depth audit of their control objectives and control activities, which often include controls over information technology and related processes. A Type II report not only includes the service organization's description of controls, but also includes detailed testing of the design and operating effectiveness of the service organization's controls.

Your client will need:  Nearly any internet browser will work except Mozilla 1.X, Firefox 3.5.7 and Internet Explorer 8.0.  We support Internet Explorer 9.0+, Firefox 3.6+  and Safari 3+.

What you will need:  Office Tools Professional 2009.039 or newer, a local email client (Outlook etc..) and a modern updated internet browser such as Internet Explorer 9.0+, Google Chrome 16.0+, Mozilla Firefox 5.0+ or Apple Safari 5.0+.

The Tech stuff:  Java, Java Scripting must be enabled, 256 encrypted browser setting with SSL 2.0 or 3.0 are required. Local Fire walls must allow SSL (https) communication and port 3306 must be opened for TCP.
 

Sign up today! Client Portal is more than documents and payments, it's a place where your clients can login and find all pertinent information to the work being performed by your firm without calling or emailing your staff. Eliminate redundant client status updates and extend your workflow. Be the first in line to use Client Portal, we are accepting reservations today!

514 Commerce Avenue, Suite D Palmdale, CA 93551
Sales: 888-667-8440 | Support: 661-794-2220

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