CPA Web Tech Staff/Client Collaboration Software

With Team Collaboration Software you can work more efficiently with your staff, partners and clients. It comes as a part of your website. You are not required to install any software or hardware. Everything is there on the website, so you can make the best use of it.

Email for Everyone

Every individual of your firm gets an email address at your website address. You can also use your email account from anywhere on earth using Internet. Stay in touch from anywhere! You can access you mail box from the web even with MS Outlook, iPhone and Blackberry email client.

Shared Calendars

You and your firm members can view each other's appointment calendar. An administrative person can schedule appointments and it is shared with everyone on the team. You can view who is free, and take appointments online accordingly. Notifications are sent through email reminding you of the meeting.

Shared Contact Lists

Any member of your firm can access contact information of your clients. Everyone else can maintain their own private contact lists as well.

Team Wiki

A Wiki is an effective tool that allows you and your client to collaboratively work on a project. You can build a firm procedure manual as a part of your Wiki. Anything new added to your wiki can be received on your email notifying you about it. You can get information about our procedure manual wiki by any of our designers.

You can build one for your firm without installing or buying any software, we have already provided you with it on your website.

Task Manager

You can keep a track of things you are required to do with the task manager. You can create a list of items, set deadlines and even make notes. You can also integrate your tasks list from Blackberry or iPhone tasks list with the task manager.

Shared Documents

You and your team members can work on documents together in real-time. This means that concurrent editing can be done to documents; one person makes changes which can be viewed by everyone else. When the team finishes the work, a .pdf file can be created and can be quickly emailed to the client. You can import or export documents to and from Microsoft Word.

Shared Spreadsheets

As you can share documents similarly, you can also work on a spreadsheet collaboratively with your firm members. If you are using Microsoft Excel, the spreadsheet can be imported and exported to and from Excel.

Instant Messenger

Our instant messenger service helps your staff in instant communication with each other. You can get information easily whenever required unlike the troublesome phone calls.