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Full Feature List
• Secure, branded client portal
• Secure document sharing
• Portal link for customer login
• Digital client onboarding
• E-Sign / KBA
• Secure messaging
• Digital workflows
• Client note tracking
• Online appointment calendar
• Due date reminders
TeleAccountant™ is your new waiting room and front office. We enable you to move the client meeting to the cloud, so you can provide client services virtually.
Zoom (like similar video conferencing tools) requires users to download their client (App) to their desktop or device and update on an ongoing basis. TeleAccountant™ is browser-based and runs on all operating systems, so the challenges and delays of getting the client updated are gone.
More than 500 contacts? Need more users? Call us for a quote.