ClientBox Document Management allows you and your clients to share a secure area on the web. Private documents including client’s financial reports and tax returns can be stored and viewed in complete confidence- you can even store accounting data files. This gives you and your client the ability to access important documents 24/7, strengthening your relationship and improving the efficiency of your services.

ClientBox Document Management can help you:

• Go global- give your clients around the clock access to information anywhere around the globe.

• Improve client relationships - give your clients a reason to visit your website again and again.

• Reduce overheads - share a common storage area for tax returns, accounting files, financial reports and more.

• Demonstrate technological initiative- Attract new clients with more value- added services.

Pricing

Client Central Document Management is included when you order either the WebPlus or WebPremium packages.