Today's Technology for Tomorrow's Firm.
Issue link: https://cpapracticeadvisor.epubxp.com/i/528834
How it Works Tere are 2 components to FileTis Pro: an administrative console for the accounting frm to invite and manage all their clients, and the branded FileTis web client used by the clients themselves to link their online fnancial accounts and automatically share their documents. Once a client has been invited to FileTis, she sets up direct links from FileTis to her fnancial institutions enabling FileTis to safely and automatically retrieve her online bills, statements and other key documents. FileTis supports about 500 of the largest US institutions, including Chase, Bank of America, Citibank, Capital One, and American Express. With the links in place, FileTis is able to automatically check for any new documents posted by the institution on a daily basis, allowing immediate and automatic access to all your online documents as they become available. "Our ability to link to your accounts and automatically retrieve your online documents for you is what sets FileTis apart and makes it uniquely valuable." says Brian Berson, CEO and Co-Founder of FileTis. Once the documents are retrieved, they are shared with the accounting frm through the administrative console, giving the accountant immediate access to client documents without needing to chase after the clients for these documents. "FileTis Pro is a game changer, " says Darren Root, CEO of RootWorks. "Tis unique technology, designed for accounting professionals, solves a major pain point because it automates the time-consuming, manual process of collecting fnancial documents from clients. Tis adds up to major time savings, and that is always a big deal to practitioners." FileThis Pro FileTis Pro is a new cloud-based service, aimed at streamlining the gathering, organizing and sharing of fnancial documents from clients for time-crunched accountants, CPAs, bookkeepers, and other busy tax and fnance professionals. Te customizable service ofers tax and accounting pros a revolutionary new way to help their clients with organizing their tax and fnancial documents. Clients using FileTis enjoy a fully automated and branded service that fetches their bank statements, bills, and tax related documents, like W2s from hundreds of fnancial institutions including banks, brokerages, retirement funds, wealth management services and payroll providers and organizes them in an easy-to-use digital fling cabinet. FileTis Document and Client Portal lets tax and fnance pros access shared client documents through an easy-to-use administrative web console at the moment they are ready. Now, tax and accounting managers can obtain multiple client statements and bills at once, pre-schedule their work and load levels, and know when monthly or end-of-year documents will arrive. FileTis Pro also integrates with all leading cloud services, including SmartVault.com. s p o n s o re d c o n t e n t FOR MORE INFORMATION ABOUT THIS PRODUCT: Website: https://FileThis.com/pro 12 June/July 2015 • www.CPAPracticeAdvisor.com T E C H N O L O G Y INNOVATION AWARD Spotlight