PRIVATE CLIENT PORTALS

In today’s busy, competitive environment, we at SS&C understand that you are often working well beyond traditional business hours, leaving little time for anything else. As your trusted financial advisor, we are always looking for ways to make your job easier, which is why we offer the convenience of private web portals.

Using the same secure technology as online banking, portals enable you to instantly access our services directly from our website. You simply log in to your personalized client portal using a secure ID and password. It really is just that easy!

Most likely, you already conduct a great deal of business online, so why not take your financials there as well? With 24/7 access to your data and software, you can conveniently stay apprised of financial activity and the state of your business.

Sample of our Services:

• Bookkeeping • Payroll Services • Tax Planning • Financial Statements • Computer (IT) Consulting • Investment Review • Outsourcing • QuickBooks Support	• Tax Return Preparation     - Individuals     - Corporations     - Partnerships     - LLCs/LLPs     - Estates, Trusts & Gift     - Not-for-Profit Organizations • General Tax Questions
Secure • Online • Paperless • Convenient • Private • Nation-Wide
Contact SS&C Today!

ACCOUNTING PORTAL FEATURES 

Base Portal Services:

• 1040 Individual Web Client Organizer - At tax time, we’ll use the online 1040 Tax Organizer to collect the information we’ll need to prepare your taxes. You enter the data online; then we can use this data to prepare your tax return.
• Document Presentation - Document Presentation gives you access to all of your financial documents, such as your tax return, financial statements, or invoices—any time of the day or night. So any time you need a copy of a financial document for an early meeting, just log on to our website and print out an electronic copy in moments.
• File Exchange – File Exchange lets you exchange information and share working files with us—immediately and securely. This helps ensure that working documents, such as budgets or forecasts, are updated and questions are answered quickly and conveniently.
• Stock Quotes – Stock Quotes are an added convenience. The information is constantly updated, so you can also monitor the stock market while you’re in your portal.
• News & Information – We will disclose new features and news of interest to you here.
• Links – Add your favorite internet websites.

Additional (Optional) Portal Services:

• Account Aggregation - Account Aggregation makes it easy to view and analyze your total financial holdings. With Account Aggregation,you can pull your account information from over 1,500 financial institutions into your private portal—offering a complete comprehensive picture of your personal finances. You can view any or all of your records—any time you want. Think of this as your online portfolio.
• Client Bookkeeping Solution (CBS) - ASP– CBS ASP is the online version of Client Bookkeeping Solution software. We set up the software for you—and you can use it to write and record checks and do your day-to-day bookkeeping just as if the software were running on your computer. You’re always using the most up-to-date version of the software. No need for manual installations and updates, and as soon as you post your transaction data, it’s available to us for processing.
• Remote Payroll Data Entry – Remote Payroll Data Entry lets you quickly and accurately submit payroll data to our office. You can enter payroll data from your business or your home—wherever and whenever it’s convenient.
• Remote Payroll Check Printing – Once SS&C completes your payroll, our clients can conveniently print their payroll checks in their own office.
  
  Learn more about portal security here.