Tools for Your Clients
Secure Messaging
Secure Messaging allows you and your clients to exchange messages from within the
portal. Messages cannot get mixed with "spam" or other email. Key benefits:
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Messages to clients and staff are secure |
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No spam and email clutter
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Notifications of new messages upon arrival |
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Messages storage for any length of time |
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Messages sent only to intended recipients |
File Lockboxes
OneView Practice offers a secure file lockbox for each project. Clients can access
or upload their documents in a secure manner. Information is organized by projects,
giving you a professional image and allowing clients the convenience of secure,
anytime-anywhere access to their information. Key benefits:
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No limitations on the numbers of client projects with lockboxes
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Separate outboxes and inboxes
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Notifications upon arrival of new documents from clients |
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Client proxy upload (e.g. harcopies sent by clients that you scanned in) - upload
documents on behalf of clients |
Project Calendar
The Project Calendar will help your clients view all the important dates for a project
from one location. You may combine this calendar with other calendars such as Holiday
Calendar, Tax Calendar etc. to minimize data entry and to include commonly used
dates. Key benefits:
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Clients see all the important dates for a project
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You may combine holiday calendars and other templates into your project calendar
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Checklists
Checklists are lists of items that you require from your clients for a certain projet.
These could be source documents, information, etc. You may create your own or reuse
checklists from a pre-defined template. For example, if you just acquired a new
business client, you would typicaly ask the client to submit the articles of incorporation,
the previous three years' tax returns, etc. You may thus create a checklist sso
that your client can easily and systematically organize information for you. Only
you will be able to mark which item is complete and which is not, thus avoiding
confusion and mis-communication with clients. Key benefits:
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Helps clients get organized with the information required for projects
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Only you may mark checklist items as completed
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Offers the ability to mark some items as optional and some as required
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Reminders
OneView Practice allows you to send your client reminders on a per-project basis.
For example, if a project spans over several months, you may periodically send reminders
to let the client know of upcoming deadlines. You may also create a set of reminders
to function as a template, making this reminder-set reusable. For instance, you
may setup reminders for all your 1040 clients to be reminded of their upcoming deadlines.
The reminder template may be reused in this case so that you do not have to do data
entry for each client. Key benefits:
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Clients are reminded by email of project-deadlines and other important dates
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Create custom email messages for dispatch in reminder creating a highly personalized
touch
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Send pre-defined messages from templates
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Project Message Board
The project message-board is best used to exchange messages that are related to
the project. A permanent record of that message is maintained (unless that project
or client are deleted). Key benefits:
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Exchange messages with clients on project topics
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Keep a permanent archive of all message exchange
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Refund Check
The portal allows clients to conveniently check their refund status when logged
in. There is not need for your clients to now remember the IRS or state web-links
for determining the refund status. Key benefits:
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Allow clients to check refund status without having to call you
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Clients may check federal as well as state (where applicable) refund status
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Tools for Your Practice
Public and Private Calendars
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Create a firm-wide calendar of important dates for all staff to share
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Each staff may create a private calendar of events
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Import calendars from pre-defined templates such as "US Holiday Calendar", etc.
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Firm Message Board
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Share ideas and announcements with staff
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Discuss topics of interest to all
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User and Contact Management
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Create any number of staff, clients, or contacts
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Find contacts and their details quickly
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Easily convert contacts to Staff or Clients without data entry
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Track a wide variety of contact details
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Access Control
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Task-level authorization controls which staff can perform which activity
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Client-level control determines which staff has access to which client
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Project-level access controls which staff has access to which project
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Bulk Messages
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Send rich emails (in HTML) to lists of staff and clients
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Simply cut and paste Microsoft Word or Publisher documents to dispatch to recipients
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Reminders
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Receive a wide range of notifications on various event changes including file uploads,
etc.
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Send clients reminders of upcoming project events and due dates
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Send custom email reminders using HTML or rich content
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Project Tracking
Customizable Templates
OneView Practice allows you to create four types of customizable templates. These
templates may be used for in projects for better information collection and efficiency.
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Checklists that make it easy for your staff and clients to gather information for
projects, e.g. Individual Tax Checklist, Audit Checklist, etc.
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Reminders for automatically notifying clients (by email) of important dates and
events
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Email templates for sending out professional-looking, rich emails
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Bulk-operations for applying templates to multiple clients or projects
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Training and Support
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Extensive online help
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Free online training
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Affordable on-site training available
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