Secure Firm Web Application Manager

You get a Secure Firm Portal for each of your staff members. This 256-bit SSL, password protected portal allows everyone on your team to conveniently and immediately access 16 important firm applications with just one login.

The firm administrator controls which applications each staff member can access. So if the partners only want one person to make modifications to the website, they can grant Site Management access to only that one staff member.

Single Sign-On Access to 16 Online Accounting Firm Applications

Online Site Management

1. Site Management
Staff members with Site Manager access rights can easily make changes to the site through this firm portal. Learn More

2. Secure File Exchange Administration
Staff members with Secure File Exchange Administration rights can add users and exchange files among your clients and staff using our Legacy Secure File Exchange System. Learn More

Online Document Manager

3. Online Document Management
Staff members can securely share and exchange files with clients and other staff members. If granted Document Manager Administration rights the staff member can add new users, modify and remove existing accounts. Learn More

Online Accounting

4. Online Accounting
Staff members with Online Accounting access rights can automatically log into the Online Accounting Module. Learn More

Online Payroll Demo

5. Online Payroll Administration
Staff members with Online Payroll Administration rights can automatically log into the payroll administration control panel to manage the firm's payroll clients. Learn More

Online Tax Organizer

6. Tax Organizer Administration
Staff members with Tax Organizer Administration rights can create new organizers, modify existing ones, and export the data to Excel .csv files. Learn More

7. Email Marketing System Administration
Staff members with Email Marketing System Administration rights can create new broadcast email messages, setup scheduled message deliveries, modify existing messages and campaigns, Import email lists, manually subscriber and unsubscribe users and more. Learn More

8. Search Engine Submission Tool
Staff members can easily submit your site to the major Search engines. Learn More

Website Traffic Statistics

9. Website Traffic Statistics
You and your staff can see the number of hits, visits, and unique visits per month, week, day, per hour with graphs charting everything. You can see the website address people came from and even the search terms they entered to find your site in the search engines. Learn More

10. Seminar Registration System
Staff members with "Site Manager" access rights can add new seminars and edit, view or print the list of seminar registrants. Learn More

11. Web Marketing Tips
Your staff members have full, unrestricted access to our library of online Marketing tips.

12. Online FTP Program
Staff Members can easily add pdf, audio, and video files to your site with the Online FTP Program that comes with the Firm Portal. This Online FTP Program also gives your staff members the ability to create private "Members Only" sections on your website. So if you want to require login access to certain content or financial calculators, you can do it with this program. Learn More

13. Online Help
Staff members have full access to our comprehensive help center. So if they need help with anything, the answers are right their 24 hours a day, 7 days a week.

14. Online Calendar
Each staff member also has their own online calendar where they can schedule and keep track of their appointments and meetings.

15. Contact Manager
Each of the staff members has their own contact manager to help them keep track of their clients and other contacts. The contact manager is integrated with the contact list in the Web Mail program so all contact information is kept in one place.

16. Task Manager
Each of the firm's staff members has their own task management program that allows them to keep track of all the tasks they have to do. Tasks can be scheduled for certain dates and times with an alarm notification. The tasks can also be categorized, prioritized, and marked when completed.