Secure Firm Portal

An array of applications for the members of your staff

We offer a secure portal for your accounting firm that is not only password protected, but also offers an opportunity to the members to access a wide variety of applications with a single login. If you are the owner of a firm, you can easily determine who among your members should have access to certain applications.

Easy communication with clients

With our mail application, it is possible for the staff members to choose anywhere for accessing their mail. The staff members of your firm are also given the freedom to easily communicate with the clients as well as other people at the firm.

Manage your documents online

We are known for offering a Legacy secure data exchange software. We offer the facility of online document management, which lets the members of the firm to be able to share files and information with the other people working at the firm. In the document management system, new members can be added and modifications can be made easily.

You can divide rights between various people at the firm

The best thing about our secure firm portal is that the staff members of the firm can be distributed their right to access the various applications on the portal in accordance with one's position or job description in the firm. Rights like online accounting logs and payroll administration are things assigned to certain people and they can log in to the portal at anytime to access and modify any of this information.

Making changes to the website was never this easy

With our site management feature on the firm portal, it has become very easy for you to make changes to the website. Hence, when the time is right, the concerned people log into the portal and perform the website management tasks.

Keeping track of the work tasks was never this easy

All and every member of the firm can obtain access to a task manager at the firm's portal. In this task manager, tasks can be recorded in advance and when the time comes, a reminder is given for the timely performance of the task.