![]() “We share a joint passion for improving the lives of accounting professionals and enabling their success through the use of technology. “I am delighted to welcome OfficeTools to the AbacusNext family,” said Alessandra Lezama, CEO of AbacusNext. “Now, under the AbacusNext family, we will have the resources to take our products to the next level enabling key integrations as we deliver fully managed cloud solutions that meet the highest standards of functionality, security and compliance.” “As a key partner, Cloudnine extended our capabilities and provided our clients with the familiar desktop experience of OfficeTools Workspace wherever they go,” said Mike Giardina, founder and CEO of OfficeTools. As a leading hosting provider for accounting professionals, Cloudnine was a natural partner for hosting the OfficeTools software and over 100 other common applications they were named "Best Hosting Company" by the CPA Practice Advisor "Readers' Choice Award" six years in a row. This acquisition comes within months of acquiring Cloudnine Realtime (Cloudnine), and Results Software (Results), an award-winning Customer Relationship Management (CRM) software for QuickBooks® users – a move that propelled AbacusNext into the accounting space.Ĭloudnine had forged an early and deep partnership with OfficeTools that started in 2012. ![]() With its productivity-enhancing software suite, the acquisition of OfficeTools allows AbacusNext to provide cloud-enabled and fully-integrated practice management solutions to CPAs and accounting professionals at large. SAN DIEGO, CA, – AbacusNext®, the largest Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, makers of the industry leading practice management software WorkSpace™. The Client Portal uses the Microsoft Azure cloud platform.AbacusNext, the largest Technology-as-a-Service (TaaS) provider for the legal and accounting professions, is pleased to announce the acquisition of OfficeTools, makers of the industry leading practice management software WorkSpace. Documents are encrypted during transmission. If a Client chooses to view a document, it is downloaded to their browser’s temporary downloads folder to be opened in its native application (e.g. These transmissions utilize bank-grade 256-bit encryption. Disabling Client Portal for the firmĬlearing the Enable Client Portal option in Firm Settings > Portal Setup will disable Portal access for all Clients, and Portal features for all Firm Members.ĭata is transmitted securely via the cloud, between the firm‘s Amicus Server and the Client's browser-it is not stored in the cloud or on the computer where their browser is running. If a Firm Member is assigned a Security Profile and requires these privileges, ensure that the “Client Portal” option in their Security Profile (under the Office > Action section) is selected.Įnsure that your Amicus Application Server has 24/7 access to the Internet so that Clients can set up and access their Client Portal accounts. (The logo will be automatically downsized to fit, if necessary.)īy default, Firm Members are not assigned to a specific Security Profile and have rights to invite Clients and share items to the Portal. ![]() Specify your firm‘s name and, optionally, upload your firm’s logo for display to Clients in the Portal setup wizard and Home Page. ![]() In Firm Settings under Client portal choose Portal Setup That automatically registers your firm for Amicus cloud-based functions. ![]() In the User Management view of the Office module, check that Amicus Anywhere is listed as a component at bottom leftĮnsure that at least one Firm Member has been enabled for Amicus Anywhere. If your firm is not in evaluation mode, ensure that your Amicus license includes Amicus Anywhere. If you do not see the Administration option when in the Office module please contact your firm administrator. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |