Service Center for Accounting Firms

Seamless Integration with Contact's Digital File
Each contact's digital file includes a Private Client Site folder in Contact Manager that you can use to make files available to your clients 24/7 using secure private websites. The contact simply enters their user name and password to access their files using a standard browser. File transfers are protected using 128-bit SSL encryption technology between the secure website and their browser so you can rest easy knowing that The ShareVantage is protecting Internet file transfers. The contact can even upload files directly to their Private Client Site folder for your access.

• Document access logs track file access
  The ShareVantage records each time a contact accesses a file in their Private Client Site folder. We make it easy for you to learn if a client viewed last year's tax return or when they uploaded a file to their portal.
• Automated user authentication
  The ShareVantage provides a secure Login page and maintains all user name and password information for you.
• File transfers are encrypted
  Uses 128-bit SSL encryption to transfer files safely via the Internet, so your clients’ information is securely transferred.
• Contacts can upload files
  Uploaded files are automatically filed in the contact's Private Client Site folder for your access.
• Notifies users when clients view or upload files
  Automatically notifies you by email when your clients access files in their Service Center portal.
• Organize folders
  You can create folders and sub-folders in each client's portal for tax returns, financial statements, bookkeeping files, and more.
• Security padlocks can be used to secure files
  Security padlocks can be used to protect files and restrict uploads to Private Client Site folders.
• High-end security features and reports are included
  Quickly generate reports that provide information on file access, storage usage, and password resets.
• Preview your client’s experience
  Easily view your client’s browser experience using the Private Client Site preview tool.

Works for you 24/7
Approximately 35% of client portal activity occurs after business hours and during weekends and holidays. Your clients can't wait for you to send up-to-date files and you need to know when they access something of interest. The ShareVantage works for you 24/7 by monitoring each contact's Private Client Site folder for activity. Your business will deliver more responsive services and can use Private Client Sites to capitalize on opportunities.

• 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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