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VIRTUAL CABINET & CLIENT PORTAL David & Murray

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Page 1: Reckon Conf2015 (AU / NZ) Document management and portal session 1

VIRTUAL CABINET & CLIENT PORTAL

David & Murray

Page 2: Reckon Conf2015 (AU / NZ) Document management and portal session 1

SURVEY RESULTS

What do Clients and Partners Want ?

Page 3: Reckon Conf2015 (AU / NZ) Document management and portal session 1

TOP 5 RESPONSES Integrated Database User Experience Client Portal with Digital Signatures Auto Email Capture Google Searching

Page 4: Reckon Conf2015 (AU / NZ) Document management and portal session 1
Page 5: Reckon Conf2015 (AU / NZ) Document management and portal session 1

BENEFITS PROVIDED

Simple ScanningEfficient Document RoutingEasy FilingInstant Search and Retrival

Security Version ControlSecure Document Delivery

Page 6: Reckon Conf2015 (AU / NZ) Document management and portal session 1

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