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