Customer & Employee Portals
Customer And Employee Portals Seamlessly Integrated With QuickBooks. Easily Automate Customer Support And Employee Operations To Make Your Business More Efficient.
- Accessible From Your Existing Website.
- Automatically Syncs With QuickBooks.
- Saves Time and Money By Automating Key Business Functions.
Overview
The Fi-Soft Merchant Edition Business Portal is a cloud based solution that seamlessly and automatically integrates data to and from your existing QuickBooks file. Add your company logo and custom colors to provide a fully interactive portal that matches your existing website.
How Can This Help My Business?
- Setup New Customers From Your Website
- Allow new customers to register on your existing website. Once you approve them, their account and customer information is automatically setup in QuickBooks for you.
- Provide Existing Customers Convenient Access To Account And Support Information.
- Make Payments, View Account History, Update Account And Payment Information.
- Access Support Information (Manuals, F.A.Q’s, Specifications, etc…)
- Displays Special Announcements, News, And Promotional Offers From Your Company
- Provides Employees ONLY The Information and Features YOU Specify. Employees Have No Direct Access To QuickBooks. Specify Individual Access To Perform Tasks Such As:
- Create Invoices, Estimates, Sales Receipts, Credit Memo’s
- Review And Update Customer Account Information
- Process Orders, Receive Payments, And Much More….
Have More Questions? Schedule A Live Demo.
Want to see the portal in action? Just give us a call and we can provide you with a live product demonstration customized for your business. Schedule your demonstration today by calling 281-401-8103.
