Embedded Files
The ease, convenience and security matter for your existing and prospective clients
Would you like to STAND OUT among your fellow accountants?
Make it easy, convenient and secure for your clients to work with you
Make it easy, convenient and secure for your clients to work with you
Provide an easy and convenient way to
- Upload documents through your website, fill out and sign forms electronically
- Contact your office (texting, live chat, online payments and invoicing and more)
- Share prepared tax returns with your clients securely - without requiring them to create and maintain new user IDs and passwords
Works with existing emails
No additional passwords required
Secure upload of client records and documents
No user ID or password is required
Clients can interact with your team by sending and receiving messages right on your website
Client Experience (CX) beyond phone!
Clients and staff can exchange easily text messages
Staff can send and receive SMS messages on their desktop computers
And more...
And more...
Clients can make payments securely online any time, anywhere, from any device
Affordable State-of-the-art Voice-Over-IP (VOIP) Phone Services
User-Friendly access to Internet for clients
No password required
Ongoing secure backup of your files to the cloud
Automatically sync your files across multiple computers
Access your files from anywhere
See more at officeflo.com/accountants/
See more at officeflo.com/accountants/
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