Monday, February 06, 2012

Web-Accountant™

Introduction

Web-Accountant™ - Your Portal

*Please note the Web-Accountant™ Portal System is now in the final stages of beta testing by members.

The Web-Accountant™ Portal is a delivery platform for members using online tools. This portal allows you to present your team and your clients with a custom branded site for using these tools.

Your portal can be customised at any time by you with your own practice logo and colours. Select a Portal name, much like the H Nicholsons demo portal at http://my.web-accountant.com/HNicholsons. Then choose your logo and adjust the colours as you like and it is running live instantly!

Online Tools

Once the Web-Accountant™ Portal has been created, a list of the online tools available is shown. The tools can then be managed here allowing you to set these up for clients, add users, control permissions and limits. When a new user is created your portal system will automatically send them an email with access details and a link to your portal.

All online tools developed are available to Platinum Members, or these can be purchased individually if you prefer.

 

Web-Accountant Customisation Example

 

 

Web-Accountant Customisation Example

Web-Accountant Customisation Example

Web-Accountant Customisation Example

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