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Client Applications

Getting your clients' data available for the both of you

Once your online front door is open, you're ready of the first key step in becoming an e-Accountant or e-enlightened user: enable your clients' systems so you can access their data. Consider the client data that has impact on your processes:

• Business bookkeeping - Bring your clients---their applications and data---online so you can work more efficiently with their information. Accounting and bookkeeping applications can be run centrally, allowing those who need it to access programs and data from anywhere at any time (see examples of software available and testimonials).
• Income tax preparation - Make write-up a more effective process by having client data readily available in real time. For individual tax preparation, an online client organizer dramatically helps gather information and puts responsibility on the client (see examples of software available and testimonials).
• File sharing and document management - Get the ability to exchange and manage necessary and supporting documents with all your clients and remote staff (see our file and document management solutions).

STOP 3: Get Your Firm's Applications Online

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