ProSystem fx® Portal The secure document exchange component of the CorpSystem Suite.
ProSystem fx® Portal allows you to improve efficiency through the effortless and secure exchange of files between company departments, subsidiaries, remote office locations, shareholders and other business partners. With the Portal component of the CorpSystem Suite, you gain bi-directional file exchange capabilities that make it easy for you to securely deliver and receive company documents.
Portals are an electronic storage space in which files can be easily uploaded, downloaded and/or stored, while maximizing the security of confidential information regarding business agreements, mergers/acquisitions and customer information.
Improve Collaboration With Portal, your company will experience unmatched convenience through instant access to important documents — including tax returns, financial statements and source documents. Meanwhile, your company will benefit from reduced overhead and greater efficiency.
Portal helps your company and its decentralized office locations: • Access vital documents immediately from any location with Internet access via a secure, private repository. • Organize documents electronically in cabinets and folders that mirror the way you store paper documents. • Easily upload documents of all sizes without relying on an FTP server. • Designate files as Read-Only or Read/Write for easier access and greater security. • Check out documents to prevent other users from editing while they are being updated. • Maintain previous file versions in the document history. • Search, filter and display documents by file type, title, creator, keyword and more
Expand Communication Portal lets you share PDF files, Web pages, hyperlinks, Microsoft® Excel spreadsheets, Microsoft® Visio diagrams, Microsoft® Word documents, PowerPoint® presentations, and financial software data files, among others.
If your company has clients, utilizing Portal will give your client service a boost by allowing you quick, efficient and secure bi-directional exchange of documents.
Collaboration Made Simple Imagine facilitating collaboration between company departments – instantly. With Portal, employees can take advantage of instant document access by effortlessly exchanging files with each other, resulting in increased productivity and efficiency.
• Tax Returns – A single mouse click in Portal makes an entire tax return available for review by an outside CPA, or a travelling/telecommuting tax director. After reviewing the return, send confidential review comments back or simply sign the e-filing release and scan it back. The return is now ready for electronic filing. • Financial Records – Improve communication between decentralized locations by utilizing Portal to instantly share important documents. Finance departments often need the prior two years’ tax returns to secure bank loans or for legal purposes. Simply publish the tax returns and source documents to Portal, and anyone you designate can securely access them at any time.
When implemented in conjunction with the next generation of ProSystem fx Document, additional Portal functionality includes the ability to create custom folders, file versioning capability, and full CorpSystem Suite integration provided through Document.
