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Interactive Center

 
  Click the screen shot above to preview the Interactive Center

The Interactive Center includes both Client and Firm modules, providing invaluable online applications and resources for your clients and anytime-anywhere information management and access for your firm.

Note: Our Interactive Center allows you to interact with your clients and your staff directly through your Website.

FIRM INTERACTIVE:

  • Document Manager — exchange files securely and effortlessly from anywhere
  • Information Manager — access your personal and firm information (Contact Manager, Calendar, Task Manager) anytime, anywhere from client office, home, hotel, aircraft - anywhere you have access to the Internet.
  • Tax Research and Online Applications — use all of your subscription-based research services and other applications from a single source, your own Website
  • Web Explorer — access over 2,000,000 web pages, including 4,000 of our "Best-of-the-Web" links to professional and personal information
  • Professional and Other News — stay up to date through your own Website
  • Current Professional Articles — read the latest professional articles
  • Financial Calculators — utilize our wide range of financial calculators
CLIENT INTERACTIVE:
  • Document Manager — exchange files securely and effortlessly from anywhere
  • Software Applications Page — extend your office — all your client's online applications in one place, your own Website
  • Recommended Products — shows firm-recommended products — ideal for resellers or just to recommend a preferred application
  • Document Storage Option — keep client documents safe, secure, and available from any computer
  • Web Explorer — provide client access to over 2,000,000 web pages, including 4,000 of our "Best-of-the-Web" links to business and personal information — keeps clients coming back to your site
  • Business and Investment News — also keeps clients coming back to your site
Click here to see a model site that shows the Interactive Center in action.

Price: $299

 

 
 
 
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