Here is an overview of Client Central’s set of features. If you would like additional information please visit our section outlining a set of common questions.
| General |
|---|
| Separate secure areas for each client, staff member and partner |
| Large file uploads (up to 1 GB) |
| Separate document types into various folders |
| Upload multiple documents at once |
| Separate narration for each document at upload |
| Receive confirmation of upload, download & more |
| Complete version history |
| Email notifications |
| Assign tasks to files (collaborator) |
| Set up expriation date by file and folder |
| File preview |
| Individual notation by document |
| Optional firm branding |
| Comprehensive search option |
| Secure Area |
|---|
| Individual secure areas for partners, staff and clients |
| Ability to move files from one entity to another |
| Permission based access |
| Client Management |
|---|
| Space allocation determined on a client basis |
| Accountants are able to view and access clients attached to them |
| Set default permission levels by entity |
| Change permission levels by sub directory |
| Upload of Files |
|---|
| Multiple simultaneous file uploads |
| Attach descriptions to files at upload |
| Files are uploaded from within client area for greater control |
| Automatic email confirmation of upload |
| Drag and drop upload |
| Ability to upload over allocation |
| Security |
|---|
| Data is secured on state of the art Australian-based servers |
| Servers protected by firewall and SSL |
| Access to secure shell (SSH) is via key exchange only |
