Our secure, easy, white-labelled single sign-on portal not only looks and feels second to none, it elevates your accounting services and your brand, providing data security for you and your clients.
The security levels can be adjusted depending on your requirements, and inbuilt management tools provide extra control, further alleviating risk in your business without compromising on the quality and ease of the user experience.
Manage staff and client access through the portal's management tools. Once access is revoked, the user is instantly unable to access any data across all systems and apps.
With high quality encrypted passwords, systems will be more secure and protected against unauthorised access
The portal has multi-factor authentication enabled, which secures systems and apps that may not have this functionality already built in.
Your clients and staff access their applications through a stylishly branded portal that is both fast and efficient to use.
Whilst a branded portal will look very nice on your website - there are important functional benefits that often get overlooked
Accountants can spend hours and hours chasing missing documents or invoices. Manage this easily and automatically with our task management solution.
Yes! Your portal will be designed to match your firm’s branding. You can then just add a button on your website to deploy with your staff and clients.
Our portal charges are based on 2 different types of user. A user is either an internal staff member (i.e. works for your practice) or a client user. Charges are then applied on a per user basis.
For staff members typically we see the price is £5 per user as this is the most popular package. But there are options for a unbranded portal for £4 per staff user or £6 per user if you wish to connect the portal to your Azure Active Directory. There is a minimum charge for 10 staff users.
If you add a client user, the fee is £1.50 per user added on top of your staff user fees.
Yes, you most certainly can. The price increases slightly when you do this as we are providing a more advanced security solution. This process will ensure staff users are deleted as soon as you remove them from your Active Directory. Once removed from the portal you can then ensure they are also removed from all “Child” Apps. If you have set their passwords to these systems on their behalf then they are automatically locked out of all systems.
You can easily raise requests for new systems to be added to the SSO in the Portal. The team will then get right onto looking into this for you.
There are a several different scheduling options available. Typically we see clients schedule reminders to be sent daily or weekly, depending on how much they want to nag their clients.
A portal to the future of
accounting!
Get in touch for a free preview of your custom branded single sign-on portal.
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