ProSystem fx® Portal

Portals are being used more and more every day. In fact‚ if your clients do their banking or investing online‚ they’re using a portal. Portals are a convenient online storage space in which files can be effortlessly uploaded‚ downloaded‚ stored and shared in a safe and secure environment. If you ask your clients‚ chances are they’ll say they’ve come to expect this kind of service‚ and may even ask you when you’re going to offer the same kind of online convenience. If they do‚ how will you answer?

If you’re still sending your clients hard copies or e-mailing files instead of providing them with online access to their documents‚ then it’s time you took a look at ProSystem fx Portal‚ part of the first group of ProSystem fx® products to be offered in an integrated‚ centralized online platform. With Portal‚ you and your clients can securely deliver and receive documents‚ which promotes collaboration whenever it’s convenient — 24/7 and from anywhere with an Internet connection.

Come together‚ right now — with Portal. Contact us today — we’ll get you there.

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 use Portal, a safe and secure online solution to comply with these laws.

Portal gives clients instant access to their files, including tax returns, financial statements and source documents. If you’re preparing their tax returns, they can access and review completed returns, then print and sign the e-filing release and fax it back to you. If your clients are applying for a loan or need documents for legal purposes, you can quickly and easily upload their prior years’ tax returns and source documents to Portal so they’ll have full access to them at any time.

With Portal, you and your clients can:

• Access vital documents 24/7 via a secure online repository.
• Organize documents in electronic cabinets and folders, which mirror the way paper documents are stored.
• Easily upload documents of all sizes without using an FTP server.
• Designate files as read-only or read/write for easier access and greater security.
• Check out documents while updating so other users can’t access the previous version.
• Maintain previous file versions in document history.
• Search, filter and display documents by file type, title, creator, keyword and more.
• Share PDF files, Web pages, hyperlinks, Microsoft® Excel® spreadsheets, Microsoft® Visio® diagrams, Microsoft® Word documents, PowerPoint® presentations and financial software data files, to name a few.
• Upload QuickBooks® files to Portal, eliminating the need to exchange DVDs.

Portal integrates with the ProSystem fx® Suite of products, including ProSystem fx® Tax, ProSystem fx® Engagement and ProSystem fx® Document. When you use Portal with the onlineversion of Document, you can:

• Easily publish/un-publish files from Document to Portal, as well as download files from Portal to Document.
• Track file versions.
• Create custom folders.
• Integrate the administration manager and the common client database.

Come together, right now — with Portal. Contact us today — we’ll get you there.

With ProSystem fx Portal the exchange of client data and files has never been easier, more convenient and secure. Experience the benefits of ProSystem fx Portal by engaging in a live web demo here.

Demonstration Topics
Discover how the newest addition to the ProSystem fx Suite will benefit your firm by joining a ProSystem fx Portal expert who will walk you through “Day In The Life” workflows that utilize Portal.

Benefits of Portal
 

• Immediate and secure access to important documents.
• Effortless exchange and organization of files of any size.
• Ability to maintain previous file versions in document history for quick and easy retrieval.
• Easily organize documents for increased efficiency; search, filter and display documents by file type, title, creator, keyword 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.

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ProSystem fx Portal iPad Giveaway Rules

CCH offers onsite and online training for all levels of professional development, including courses that earn CPE credit. Whether you’re a novice or skilled user, our expert instructors, course content and learning tools offer the tips, tricks and solid explanations you need to transform your work processes.

Available training includes on-demand or online self-study options; Web-based and onsite training; and a variety of seminars and conferences, some at a location near you.

Migrating Customers

• ProSystem fx Portal (SaaS) - Best Practices Consulting (Integrated)
• ProSystem fx Document and Portal Update Seminar

New Customers

• ProSystem fx Portal (SaaS) - Best Practices Consulting (Integrated)
• ProSystem fx Portal (SaaS) - Administrative Training
• ProSystem fx Portal (SaaS) - End User Training

CCH Support is the best in the business — we’re always here when you need us. To keep your office up and running, we offer helpful tools, as well as a variety of ways to interact with CCH Support.

CCH Knowledge Base — In this online database of CCH software information, you’ll find step-by-step instructions, information on critical known issues and product documentation.

• Web ticket — Learn how to open a Web ticket online to submit your question directly to customer support.
• System requirements — Find out exactly what you need for CCH products to function properly in your office.
• Real-time chat — If you need a quick answer but don’t want to pick up the phone, live chatting via your Web browser is the way to go.
• CCH Support Center — Pick up your phone and call us to speak directly to a customer support representative.
• Remote support — Complicated problem? We can access your computer remotely and view your screen.

Get the most out of your CCH products — connect with us today.