• 281.401.8103

Fi-Soft Services

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.


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.

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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