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 Client Portal

You’re special and we know it! TAS strives to offer our clients valuable services that allow clients to engage with us in several different ways. The TAS Client Portal enables clients to leverage their relationship with TAS in five highly beneficial ways.

 

    1.    CLIENT INFORMATION

    • Pricing and Policies
    • List of services available to TAS clients
    • Check your TASiCare status
    • Find out how many training credits you have
    • Schedule a Customer Care day
    • Submit a service request

TAS offers our clients specialized 24/7 access to information, reports and Sharepoint pages containing information about their support plans and more. Find out what services your support plan covers, what types of training you’re eligible for, and schedule a day for a TAS account rep to visit you for a software technology check-up.

 

    2.    ONLINE ACCESS

    • Schedule on-line conferences with GoToMeeting
    • Live Chat
    • GoToAssist for technical support

TAS clients have access to schedule on-line conferences through GoToMeeting. (Special permissions are required for this tool.) Clients can also participate in live chat sessions with a TAS account representative. GoToAssist software allows a TAS specialist to connect to the client computer and provide immediate technical support.

    3.    PRODUCT INFO

    • Only relevant options shown
    • Hotfixes and software updates
    • Search for modules

Clients can view customer-only information from Microsoft, special promotions available only to current clients, and tap into resources available only to clients of Microsoft Gold Certified partners like TAS. Clients see options only for products they own, keeping the clutter to a minimum. See information on the latest updates and hot fixes, as well as finding new modules that will work with your current system configuration.

    4.    PROJECT MANAGEMENT

    • Project Management sites for implementations and updates.
    • Schedule future projects.
    • Links to sample project sites

Clients can track the progress of an implementation or upgrade by finding the appropriate project management site on the Client Portal. This provides continual updates on where the project stands, and what steps are next. Clients can also explore links to sample project sites, and even set up Project Management sites of their own.

    5.    CLIENT SITES

    • Set up your own site.
    • Secured login area, and the client controls access.
    • Templates
    • Links to sample sites

Clients can also set up their own Sharepoint pages through the TAS website. Secured login access allows a client to store critical information needed by staff or customers. And since management is through Sharepoint Services, you don’t need an IT degree to manage the information! Templates and sample sites are available to help our clients prime the idea pump.

© 20009 Total Accounting Solutions. Greenwood, IN  All rights reserved.

Total Accounting Solutions (TAS) uses Microsoft Dynamics GP and Microsoft Dynamics CRM for their own accounting and contact relationship needs. This site is a Windows Sharepoint Services 3.0 site, and was designed by TAS using Sharepoint Designer 2007 as mentored by Salient6