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Fi-Soft Services

Business Portal

The Fi-Soft Business Portal is designed to provide automatic, seamless integration of payment processing, mobile order processing, and customer support functions into your QuickBooks Online file. Our fully interactive portal allows you to streamline critical business processes to simplify your work and increase your bottom line. You can now provide customizable access to both employees and customers via a secure portal branded with your company’s name and logo.

With your permission, employees can be granted the ability to perform specific functions such as creating estimates, orders, credit memos, and receiving payments without directly accessing your QuickBooks online file. Best of all, these functions only require an internet connection and can be performed from both desktop and mobile devices.

For customers, you can offer customizable access to a full-service portal featuring your firms name and logo. Through this, your customers can have 24/7/365 access to view and pay invoices on-line, update contact information, manage billing accounts, read company announcements, and access support files and information. You can also email invoices directly to your customers and allow them to pay by simply clicking on the pay now link in the email.

Fi-Soft Business Portal allows you the freedom to choose the right payment solutions for your company. You can now use virtually any merchant account provider of your choosing and still enjoy automatic, seamless integration with QuickBooks Online. We have even added the ability to seamlessly integrate ACH payments into QuickBooks Online.

Best of all, you can now offer your clients the additional security of Fi-Soft’s patent pending PayGuard technology. This technology allows both you and your clients the ability to process payment transactions without having to store or re-enter sensitive credit card or ACH data.

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How Fi-Soft Helps Your Business

QuickBooks Training

One-on-one QuickBooks training. Live webinars for small groups. On-site training at your office.

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Fishbowl Inventory

Compatible with QuickBooks. Simplify inventory management. Get accurate cost and reports.

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QuickBooks Custom Reports

Your business success depends upon having access to accurate, up-to-date information. Let Fi-Soft provide you with customized reports that can help you streamline your business and improve your bottom line.

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