Service Center for Accounting Firms (cont.)

Time Saving Online Services
The Online Service Center automates requests for tax returns, financial statements, and other routine documents. Your clients can even sign up for automated notification services that remind them to upload QuickBooks files or to file estimated tax payments, and they can update their contact information online. The Online Service Center provides your clients with clear instructions on how to use the service, and you receive Online Service Center advisory notifications by email when the client initiates a service request. Each advisory email provides detailed instructions on how to complete the request.

• Managed update profile
  Clients can update their personal contact information online at anytime. The contact’s information is updated only with your explicit approval.
• Automated document requests
  The ShareVantage streamlines requests for common accounting firm documents, such as tax returns and financial statements.
• Sends reminder notifications
  Clients can quickly sign-up for useful reminder notifications that reduce service loads and helps increase billable time.
• User experience can be customized
  Your Service Center purchase includes a logo change in the upper left corner of the portal at no additional charge.
• Browser-based access provides 24/7 services
  As you change files in the Private Client Site folder for the client using the Contact Manager, users have immediate access to up-to-date information.
• Attach login page to your website
  The ShareVantage provides a link to the secure Login page that you can add to your website so your clients can go directly to your website to login to their secure website.

Firm Productivity and Revenue Opportunities
Frequent requests from clients for tax returns and other documents consume valuable time and most firms don’t charge their clients for these services. Using The ShareVantage Service Center, you can reduce the number of unbillable hours by providing your clients with a 24/7 self-service website that your clients will actually use. Or, your firm can charge clients for Service Center access and create a new profit center.

• Share up-to-date files with contacts 24/7.
• Share confidential files securely using private websites.
• Share file access information across the enterprise.
• Share time-saving automated processes.

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