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