Click Here to View Screenshot

Acct1st Client Portal

The client portal is both the beginning and ending product in a tax productivity suite. The client portal can capture documents from clients to the accounting firm and is also a distribution system for delivering finished engagements to accounting firm clients. All departments and administrative functions of an accounting firm will benefit by having a client portal. Portals are secure spaces on the Web where multiple parties can converge on information and share files, comments, and ideas in a user-friendly manner.

Most common use of Client Portals by Accounting firms:

• Securely exchange private documents with clients (Tax Returns).
• Guarantee large files (QuickBooks) reach the recipient.
• Store historic documents for anytime, anywhere access (previous year tax returns).

A quick glance at  the Acct1st Client Portal features:

• Two way portal
• Presentment and Exchange
• Secure
• Unlimited document storage and exchange
• Unlimited file storage space
• Unlimited accounting firm clients access
• Unlimited accounting firm staff access
• Flat fee based on number of partners in firm (NOT clients or staff or documents stored)
• Automatically upload and create all client accounts at once
• System self administrates client passwords and accounts
• Create multiple levels of the portal for clients (individual and business entities)
• Private folder for clients
• Integrated to Acct1st DMS
• Sold stand-alone for use without other Acct1st products
• Much more...