![]() The Client Portal uses the Microsoft Azure cloud platform. 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. Our updated support experience allows you to track the status of your requests. Improved support ticket creation and tracking. The new portal features simple, intuitive navigation and a quick view dashboard. 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. Let’s explore some of the portal’s updated features and how they will enhance your account management experience. (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. And in this webinar, well learn how to enable the. ![]() If you do not see the Administration option when in the Office module please contact your firm administrator. The client portal allows firms to give clients secure access to selected information on their Amicus files. The Portal user will also notice a move option to move the file to a year folder.Pleas Note. If a OfficeTools document is associated to a year and is upload to the portal it will automatically create the year folder for the portal client. This is a great addition to the portal for users to manage and organize their documents. Portal users will notice a new "year" option when uploading a document This will place the document into a year folder. This will reduce the amount of emails received for document uploads.īack by popular demand! Clients can now organize their documents by year via the portal. This feature has been improved to so that one one email is delivered and it will include the name of each document(s) uploaded all at once by the portal user. When a portal user uploads many a email notification is sent for each individual document. *If this option does not appear on the login page it may not be enabled or licensed for your firm. If you are not using the integration with Lacerte please ignore this option. This option will force the Lacerte login page to appear, please login to Lacerte. In order for the integration to sync contact changes a new option, "2022 Lacerte Compatibility" ,will will need to be enabled before logging into OfficeTools. ![]() In this update the Lacerte integration authenticate has changed. In order to minimize any negative impact make sure everyone in your office is able to update at the same time. In the event, a user remains on 3.8 or an older version they will not be able to log into the program until the 3.10 update is applied. Also, documents must be accessible to the Client Portal, meaning that they need to be stored in AbacusDocs. IMPORTANT: If you are sharing documents, the document files need to physically exist. When checked, all unpaid invoices will be automatically shared. All OfficeTools users will be required to update at the same time. Note that Invoices only appears if Abacus Accounting is enabled.
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