Financial Consultants

E-mail, backups, web hosting, and file sharing with key clients are all common needs shared by CPAs, financial advisors, book keepers, and lawyers. By combining these services into a single platform, you can save money and provide direct support to your customers without the huge costs associated with an in-house server and IT support.

CONNECTING WITH CLIENTS

Your customers need to be comfortable sharing legal and financial documents, spreadsheets, and accounting software files with you. The extranet allows you to share and exchange these files securely without relying on e-mail. The extranet solves three critical problems:

  • Files are encrypted as they move across the internet (e-mail is not encrypted)
  • Files are stored under your domain name so ownership of the files you exchange with your customers are not transfered to another company (example: https://extranet.yourdomain.com)
  • Revisions are easy to track since you are using shared storage with your customers, not e-mails

SUPPORT TELEWORKERS

Whether farming out jobs or contracting stay-at-home workers, you can grant access to workers on a project-by-project basis without frustrating configuration problems or costly security software and hardware.

WORK FROM ANYWHERE

With integrated webmail and file storage, you can easily work from the road, your home, or at your customer's offices, any time, day or night.