Reliable cloud computing technology allow us to provide a secure, paperless environment. Leveraging on NetClient CS® by Thomson Reuters®; we can offer our clients a state-of-the-art technology platform, where:
- We can upload and store your documents in seconds using 'Document Presentations'
- Leverage on 'File Exchange' for you to upload your documents in any format at your convenience, to include Quick Books, Sage and Peachtree among others.
- For an affordable fee, you can access 'Virtual Client Office (CS)' which will provide you real-time view of your accounting systems and books.
Take advantage now of these cutting-edge tools, check the videos below to get a comprehensive view of these tools and features...
If you do not have a Virtual Client Office account, send your request to firstname.lastname@example.org and one of our team members will be happy to assist you in setting up your account.
Uploading Files to File Exchange
This video shows how to upload files to File Exchange, if we've given you permission to upload files. Length: 3:24
Viewing and Downloading Files from File Exchange
This video shows how to access and print files through the File Exchange module. Length: 2:29
Viewing Document Presentation Files This video shows how to view, download, and print files through Document Presentation as often as necessary without having to request mailings or delivery. Length: 1:58
All communications between our firm and the user are encrypted using the Secure Socket Layer (SSL). This is the same functionality used by banks and popular e-commerce services for secure communication. We also store your files encrypted when they are at rest on our servers, adding an additional layer of security. To protect against data loss, our servers are equipped with technology that automatically mirrors all data in real-time to two separate locations. Regular incremental and full backups of all system data are performed, including off-site data backups stored in two separate secure physical locations, to protect against almost all disaster scenarios.