Financial Services

Custom IT Cloud Solutions for...

CPA's

Bookkeepers

Financial Advisors

Property Management Firms

Virtualize Your Services and Expand Your Reach

Current Clients

$250/Month

IT Support & Virtual Customized Client Portal...

Backed by Microsoft Office 365 IRS 1075 FFIEC Compliance

Allow your clients to securely upload their financial documents

Secure client sign-in

Client portal seamless design to match your website

Conduct Virtual 1 on 1 meeting with any client globally.

Client Access via any computer or mobile device

Online Bookings

Customized Retention Policies

Audit Logging

Customized E-Signature workflows integrated with

Adobe Sign (Additional Cost)

Webinar Tools

Showcase your Products and Services from anywhere 

Exclusive list capabilities

Professional Business Email

Use your existing email service or migrate to Office 365

(eg fianance@cpataxfinance.com)

Staff Collaboration Tools

Virtual Meetings 

Share Files

Create internal videos for training

Create external informational videos for clients.          

Professional Microsoft Certified IT Support Staff

Setup and Manage all Document Repository for your client.

Manage Security

Personal Account Manager

4 Hours of IT Support Per Month included

One Bill - All licenses and support

 

 

For More Information Contact Customer Service:

Chat

Phone: 681-260-2768

Email: info@vemgmt.net

Virtual Essential Management, LLC

Company Information

Customer Service: M-F 9am-5pm EST

Phone: 681-260-2768

Email: info@vemgmt.net

126 E Martin Street

Martinsburg, WV 25401

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