Affiliate Web Portal
Welcome to your Window-on-the-Work, the
SureBooksTM proprietary web-based portal that provides
you with highly secure, comprehensive views of your practice on a
24/7 basis - when you need it.
We understand how important it is for you to have control of
your client data. We know that your livelihood depends on
producing output that is accurate, compliant, and easily
accessible. With Window-on-the-Work, you can
leverage a real-time snapshot of your client data and workflow
information that will allow you to be more agile in responding to
the needs of your customers.
- Our Client Management feature provides a
secure centralized way to store pertinent information, such as
client company data, contact information, key business criteria,
and more. It provides you with a comprehensive contact
manager tool.
- With Practice Management, you have a
comprehensive overview of the number of jobs in the system and the
overall status of your projects. You have a bird's eye view
anytime you need to see where your practice stands in the way of
making progress.
- Job Management gives Affiliates direct
visibility into individual job status and workflow details for
every job you have in the system.
SureBooks Window-on-the-Work offers online
Support Desk assistance, and we're here to help
you whenever you need us. You can easily submit any issues
you're having and a SureBooks representative will get back to you
no later than the next business day. And it doesn't have to
be job-related. We'll field questions or problems you may be
having regarding billing, web functionality, QuickBooks, financial
reports, and more with our easy-to-use ticketing system.
Getting on board with Window-on-the-Work is
extremely easy. A SureBooks Client Services Manager will
provide training, and even walk you through setting up your first
client on the portal using easy-to-follow steps. It has never
been easier to manage your clients' work.
How the Portal Works.
Window-on-the-Work is a web platform that uses
the speed and accessibility of the Internet to receive, process,
and report on all service activities between SureBooks and our
Certified Affiliates. The portal is scalable and can grow
with your business, and there is no software to install. The
data flows from your client to you to SureBooks where we implement
multiple levels of data review and analysis to ensure that accurate
financial reports and tax returns are generated.
All of your data and documents are safely archived and
completely secure. We've taken ultimate measures by
implementing encrypted user authentication, an 'always on' audit
trail, automatic back-up, and disaster recovery. You'll
always have the most up-to-date views of your work and it's
accessible anywhere, anytime.