![]() ![]() Firms of the future are recognizing how important this is to a firm’s success. This needed digital connection is a reflection of our services and firm, so don’t ignore this opportunity to connect with your clients with a portal. Using a Portal can provide a place for the information the client seeks when calling us. © 2023 - CARET, All Rights Reserved You are logged into a private section of the website which is restricted to Channel Partners only. We are all very busy, but clients need to connect with us. Research conducted by 2020 Group USA with over 6000 accountants responding, show that the biggest complaints about Accounting firms is that they don’t return phone calls. When our client can engage us when they decide and as frequently as they need, we provide a whole new value. ![]() Our Premium Support offering is designed for customers seeking to further reduce business risk, increase productivity, and optimize their investment in AbacusNext technology through a more direct and customized partnership with the AbacusNext support. Clients also spend less time and experience improved services. Now available: Premium Support for Amicus Attorney, AbacusLaw, and Abacus Private Cloud. Portals also help us cultivate more profitable relationships with our existing clients, while spending less time than traditional methods. Share information with clients quickly and easily, and cut down on superfluous emails going back-and-forth, by making use of the Client Portal that comes. Portals by the very name connect us client to firm, creating long lasting relationships which help us retain our clients. ![]() We have included some articles below referencing some of AbacusNext's product offerings - for other non-proprietary software, we suggest that you consult the vendor of that software for assistance.The way we serve clients is changing. It is a hybrid law practice management platform that lives both locally and. Once your new cloud user has been created and access is established to your hosted cloud environment, you will want to ensure that this user is properly configured for installed applications you may need them to access. AbacusLaw is part of the AbacusNext family of products. User Configuration for Software Hosted on APC Data Sharing is where the Firm will choose what information will be available on the Client portal, as well as what the client can upload. First and foremost check the Enable Client Portal Access check box. Microsoft Remote Desktop Setup for Mac OS- Set up and Connect to APCĬonfigure APC Out of Country Access - If you are connecting outside of North America you will need to also need to configure Out of Country AccessĬustomer Account Portal APC Self Service Tools Help Page - Allows portal managers to schedule server reboots, manage users, download APC pre-configured Remote Desktop, view system resources, etc.Ĭustomer Account Portal Ticket Management Help Page - Allows all portal users to submit cases to support and to track the status of the request(s).Ĭustomer Account Portal User Administration Help Page - Allows portal mangers to add and disable add new users, reset passwords, etc.Ĭustomer Account Portal Billing and Invoices Help Page - Allows portal managers to update billing, access invoices, etc.Ĭustomer Account Portal Ticket Management Help Page - Submit a case to supportĪbacusNext Knowledge Base - Must be signed into the Account Portal to access all support articles. Inside AbacusLaw go to File > Setup > System Options > Features Tab. Setting up Multi-factor Authentication (MFA) for APC and Office365 - Configure MFA for APC accessĪccess Cloud Services using Portal pre-configured shortcut- Download APC server shortcut from the account portal. ![]()
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