Webrecs for Financial Practices

The numbers add up to savings for you and better service for your clients !

Webrecs for Financial Practices provides all the benefits to the business side of your practice as described in Webrecs Business. However, in addition you get the ability to share financial documents with your clients as well as providing a secure, optional mail and ad-hoc archival space for your clients.

And only with a Webrecs for Financial Practices subscription can you make use of the Webrecs Bookkeeping Support Services which can save 40% of your time

Features

A preconfigured version of Webrecs Content Management System tailored for Financial Practices. You are up and running in a matter of minutes.
Single-click creation of customer spaces with standard naming structures for financial documents such as tax returns, invoices, expenses, superannuation etc.
Automatic mail notification to customers with login details
Full search facility for customers, but tightly restricted to their documents only.
Tight security - No-one sees anything unless you specifically allow them to - no customer even knows the existence of others
Shared space viewable by all customers where you can broadcast information such as new tax policies, fee structures, newsletters etc.
Forward email information into your customer spaces or allow customers to use their space as an email archive
Automatic scanned document rehoming to customer folders - scan your customer documents as an added service using onsite or offsite scanning
Customers can drag-and-drop documents into their space using Explorer or the Web application
Control how much space customers can use
Integration with MYOB™, Quicken™, Xero™, Excel™ and other accounting/financial packages. Find out more
The gateway to enormous time and cost savings through the use of Webrecs Bookkeeping Support Services

Next steps

1. Need more information ?

Check out the glossary, FAQ and Webrecs Wiki where you can get most of your questions answered as well as access to online demos. And if you still have questions, please

2. Choose your plan

Upgrade any time. The plans come in sizes of :

Small - Up to 3 staff and 10 customers
Medium -Up to 6 staff and 20 customers
Large - Up to 9 staff and 30 customers
For unusual requirements or larger systems please

Click here for technical details of the resources included in each size plan

3. Determine your cost

Pricing varies according to size - larger means more resources (computing power, memory, disk space) at your disposal and hence more expensive.

	Small	Medium	Large
Number of customers	10	20	30
Number of staff	3	6	9
Cost

4. Start your subscription !

Once you have your quote you can order your subscription online and be up and running in 5 minutes