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Interactive Center |
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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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