helping manage the information in your practice
Client Facing Document Management
What does it do?
You log on to the software with a user name and password. You upload one or more document for the client to see and you email to say that you have done this. The client has full access to the files and then depending on your instructions can read or change the document. You can then exchange emails to your hearts content until the document is in a form you both approve.
How will I benefit?
By bringing additional levels of security to control to the access to documents you show your clients that you care about protecting their data. No document will go astray. No client will ever receive the wrong data - because each client has their own username and password to log on to our secure server. If you do send an email to the wrong client they would not have the password to access the data
Technical requirements & issues
You do not need any new equipment other than an internet browser on a computer with internet access.
In addition your clients have the access to an online accounting software package which has been around for many years.
For further information contact email@example.com
How much does it cost?
If your clients are using the online software then the firm gets access for free!