Protact's Client Intranet is a secured repository for all information exchanged relating to professional engagements, giving clients a simple, secure and organized access to key information. In this solution, Protact enables a dedicated login for the customers of a Tax Professional, where the customer can view task status and its progress, access important documents & even carry out certain tasks assigned by the Tax Professional.
Give clients simple, secure & organized access to key information. 24/7 access to information & documents with no dependence on the Tax Professional. All communications & updates available on a single dashboard. No need to forward multiple emails. Saves a lot of time for you & your clients while maintaining transparency.
Single platform containing complete information on all updates, statuses and pending work related to the client
Share information instantly, upload documents online and work collaboratively with clients. No multiple mails or mediums required.
Provides secured platform to work with your clients online at various levels, securely sharing documents, compiling data and generating reports.
Individual client login for information exchange, reflects transparency in services, which further builds professionalism
Clients get a centralized view of all engagements of its group as a whole in a Dashboard on project status, task lists, comments & files
User-friendly client portal increases encouragement, improves co-ordination with clients, work efficiency & client satisfaction
Dedicated login credentials for each client groupCreate multiple users within the group with different set of entitiesDisplays data & documents related to entities belonging to the groupRestricted & controlled access to various functionalitiesStores all information in an organized manner on a single portalEnables client to execute tasks assigned by the ProfessionalGive Customized look for each client groupDrill-down reports for various snapshot views provided
