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Document Management Case
Each Client recieves a Document Management Case that is used to store and organize original documents and receipts
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Personal Home page
Each Client recieves a 128 bit SSL encrypted personal website that is used to view and store digital documents, receipts and financial information
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Bank Statement view
Each Client home page contains a digital filing cabinet with various ways of sorting and viewing your digital documents. The bank statement view is similiar to a typical bank statement, except that it has hyperlinks to the supporting documentation for each line item. e.g. cancelled checques, deposit slips, recipts etc.
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Upload Screen
Each Client has the ability to upload documents to their personal website. They can either submit images through the upload screen or submit images through our fax to file service.
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Financial reports
Each Client home page has a Reports Section for storing and viewing various financial reports published by your Accountant. This is a view of the General ledger which has hyperlinks to all supporting documentation.
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Contact Info
Each Client has the ability to update their contact information on their personal home page. You can also change your password on your personal home page with a click of the mouse.
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Company
