You can have this client
access module installed on your current Windows server inside your
office or on one of our Web Connect hosting accounts.
Our
Client access module allows real-time browser based client access for
clients. They can log in using any web browser to view their
files online.
Clients
can easily view up-to-the-second account information from current
placements. There is even an option to notate the log on the
account!
Clients
can drill down reports directly on screen. Then they can print or
export the reports to Microsoft Word or Excel
Our
Stats page gives clients up to date financial information about their
accounts.
Our
charts page gives historic and forecasting ability to your clients so
they can easily track progress on their accounts and forecast pending
payments and promises.