1. FileVault
Quickly and securely transfer documents between staff and clients. With an intuitive interface, drag-and-drop file upload, and 256-bit SSL encryption, FileVault will revolutionize how you exchange sensitive data on the web.
With the Secure Firm Portal, you can provide your staff and clients with access to 10 powerful web applications from one dashboard.
Quickly and securely transfer documents between staff and clients. With an intuitive interface, drag-and-drop file upload, and 256-bit SSL encryption, FileVault will revolutionize how you exchange sensitive data on the web.
Editing your website has never been this easy. Site Manager gives you powerful tools that allow you to control the content of your website - no technical knowledge required.
Keep your clients engaged and increase traffic to your site using our integrated blogging platform. Automatically push your blog posts out to social media and allow visitors to subscribe via RSS.
All users can access our comprehensive help section, as well as launch a guided feature tour at any time.
Stay in touch with your clients through customized email campaigns. Write your own content or send out our professionally written newsletters of tax and accounting articles. Track client engagement with in-depth reports.
Staff and administrators have exclusive access to an extensive library of tips for marketing your accounting firm online.
Post upcoming events on your website and allow clients to register and even pay registration fees online.