ProSystem fx® Portal Reliable, secure access to confidential documents
Support your clients’ privacy with ProSystem fx® Portal, and gain a competitive edge by delivering a new level of client service.
A number of states have already passed laws prohibiting firms from sending confidential information via unencrypted e-mail, and more are expected to follow. Rather than implement complicated data encryption processes, your firm can utilize a safe, secure portal to comply with these laws.
Portals are a convenient electronic storage space in which files can be effortlessly uploaded, downloaded and/or stored, while maximizing the security of sensitive information. With ProSystem fx Portal, you gain bi-directional file exchange capabilities that make it easy for you to securely deliver and receive client documents, facilitating collaboration and supporting the upload of even the largest files.
Improved Client Service
With ProSystem fx Portal, your clients will experience unmatched convenience through instant access to their documents — including tax returns, financial statements and source documents. Meanwhile, your firm will benefit from reduced overhead and greater efficiency.
Portal helps you and your clients:
Access vital documents immediately from any location with an Internet connection 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, key word and more.
Expand Communication
With ProSystem fx Portal, you can share PDF files, Web pages, hyperlinks, Microsoft® Excel spreadsheets, Microsoft® Visio diagrams, Microsoft® Word documents, PowerPoint® presentations, and financial software data files, among others.
For example, your clients can now upload their QuickBooks® files to the Portal, eliminating the need to exchange DVDs.
Collaboration Made Simple
Taking advantage of instant access lets your clients view their documents with minimal effort on the part of your firm.
Tax Returns – With ProSystem fx Portal, a single mouse click makes an entire tax return available for the client’s review. After reviewing the return, your client simply signs the e-filing release and faxes it to you. The return is now ready for electronic filing.
Financial Records – Clients 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 your client can securely access them at any time.
CCH Integration
ProSystem fx Portal will tightly integrate with other members of the ProSystem fx Suite of products, including ProSystem fx Tax, Engagement, and Document.
Firms using ProSystem fx Document have the following added benefits:
The ability to track file versions.
Custom folder creation capability.
Integration with the administration manager and the common client database with the next generation of ProSystem fx Document.
The ability to easily publish/un-publish files to Portal from ProSystem fx Document and to download files from the Portal to ProSystem fx Document.
When implemented in conjunction with the next generation of ProSystem fx Document, available in a Software a Service (SaaS) environment, additional Portal functionality will include the ability to create custom folders, file versioning capability, and full ProSystem fx Suite integration provided through Document.
