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Online Document Manager and Interactive Center(s)

Our Online Document Manager allows you to upload documents from your computer to a secure account, utilizing cutting-edge encryption technology. You can — safely and easily — transmit documents to clients and avoid the inconvenience of standard mail and the security risks of email and fax. You can post virtually any type of document for access by all of your clients or place files in private folders for password-protected retrieval by individual clients. Organized using a file and folder structure standard to most operating systems, the Interactive Site Solutions Document Manager is easy to organize and simple to use. It consists of 2 parts:

  • The Client Interactive section allows your clients to assist you in collecting their necessary documentation by providing them with a location to safely and securely upload their documentation right on your firms Website.
  • The Firm Interactive section allows you and your staff to upload, download, review and store — safely and securely — your client documentation 24/7 from virtually anywhere, also right from your firms Website.

The Interactive Center(s) have numerous Intranet/Extranet features and capabilities. Designed primarily to allow safe and secure sharing of sensitive data with staff and clients, the Interactive Center(s) also provides many of the popular productivity tools and resources.

The Interactive Center(s) listed below are accessed by utilizing unique Usernames and Passwords:

FIRM INTERACTIVE  (Intranet, used by you and your staff only; contains hierarchy of options):

  • Document Manager — exchange files securely and effortlessly from anywhere
  • Information Manager — access your personal and firm information (Contact Manager, Calendar, Task Manager) anytime, anywhere from client office, home, hotel, aircraft — anywhere you have access to the Internet.
  • Tax Research and Online Applications — use all of your subscription-based research services and other applications from a single source, your own Website
  • Web Explorer — access over 2,000,000 Web pages, including 4,000 of our "Best-of-the-Web" links to professional and personal information
  • Professional and Other News — stay up to date through your own Website
  • Current Professional Articles — read the latest professional articles
  • Financial Calculators — utilize our wide range of financial calculators

CLIENT INTERACTIVE (Extranet, used by your clients):

  • Document Manager — exchange files securely and effortlessly from anywhere
  • Software Applications Page — extend your office — all your client's online applications in one place, your own Website
  • Recommended Products — shows firm-recommended products — ideal for resellers or just to recommend a preferred application
  • Document Storage Option — keep client documents safe, secure, and available from any computer
  • Web Explorer — provide client access to over 2,000,000 Web pages, including 4,000 of our "Best-of-the-Web" links to business and personal information — keeps clients coming back to your site
  • Business and Investment News — also keeps clients coming back to your site
Alternate Document Management Options
Interactive Site Solutions