About Client Online
Client Online is a software platform from pinkweb that provides accessibility management for websites. It includes features for page availability tracking, user access control, and real-time reporting so administrators can monitor website performance and user interaction. The platform ensures that blocked or unavailable pages are easily identified, aiding in the maintenance of website integrity. Client Online is designed to support various user roles, allowing for tailored access and control measures. Key capabilities: accessibility tracking user access control real-time reporting page monitoring performance analytics Best for: website administrators that need to manage user access and track page availability effectively.
PinkWeb, a member of the Visma group, offers a robust client portal and practice management solution tailored for accountants, providing a secure and efficient platform for information exchange. With over 20 years of experience, PinkWeb is designed to centralize workflows by integrating accounting systems and CRM solutions, enabling streamlined document management and client communication. Its ISO27001, ISO9001 certifications, and GDPR compliance ensure top-tier data protection, making it a trusted tool for accounting firms of all sizes. PinkWeb offers scalable plans from Share & Sign for smaller firms to more advanced Enterprise solutions, providing tools for document sharing, digital signatures, and project management with high-level security. The user interface is intuitive, allowing for ease of use across multiple devices, including mobile access. PinkWeb offers automated features such as client reminders, project tracking, and deadline monitoring, all while maintaining customizable permissions and branding. It integrates seamlessly with essential accounting and CRM systems, enabling firms to manage tasks and communications efficiently. The platform's single sign-on (SSO) capability enhances security and user experience, ensuring that users can navigate critical functions smoothly.
Pros & Cons
- +High level of security with ISO certifications
- +Seamless integrations with major accounting and CRM systems
- +User-friendly interface with a mobile app
- +Automation of reminders and deadline tracking
- +Customizable branding and permissions for better control
- −No specific pricing information available publicly
- −May require additional configuration for full integration with complex systems
Features
Key features
- Maximum Security
- PinkWeb ensures the highest standards of data protection with ISO27001 and ISO9001 certifications, GDPR compliance, and support from Visma’s cybersecurity experts. This makes it ideal for securely managing sensitive client information and ensuring regulatory compliance.
- Secure External Digital Sharing
- Users can share documents with clients and external parties securely, reducing the risk of unauthorized access to critical files. This feature is essential for maintaining trust and confidentiality in client communications.
- Digital Signature
- Allows clients and accountants to sign documents digitally within the platform. This speeds up the approval process and eliminates the need for physical signatures, saving time and streamlining workflows.
- Handy Mobile App
- With a mobile-friendly app, users can access their portal and manage documents on the go, providing flexibility and convenience for busy professionals.
- Powerful Integrations
- PinkWeb integrates with key accounting and CRM systems, enabling firms to streamline their workflows and reduce manual data entry. This ensures smooth communication across various business platforms.
- Single Sign-On (SSO)
- Enhances user experience and security by allowing users to log in with a single set of credentials across all integrated systems, reducing the complexity of multiple logins.
- Deadline Monitoring
- The software tracks important deadlines and provides alerts to ensure tasks are completed on time, helping firms avoid penalties or missed client commitments.
- Extensive Rights/Roles System
- This feature allows administrators to assign specific access levels to different users, ensuring that only authorized personnel can view or edit sensitive information.
Additional features
- Online Files
- A centralized location for securely storing and managing all client and firm documents, ensuring that everything is easily accessible and well-organized.
- Chamber of Commerce and Tax Authorities Connection
- Direct integrations with these agencies help streamline compliance and legal requirements, making it easier for firms to handle regulatory tasks.
- Bank Connection (Professional & Enterprise plans)
- This integration helps automate financial processes like payments and reconciliations, improving accuracy and reducing manual effort.
- Personalized Branding
- Allows firms to customize the platform’s appearance to match their brand, providing a professional and consistent image to clients.
- SBR Assurance (Enterprise plan)
- Supports streamlined and secure data submission to regulatory bodies, providing peace of mind for firms needing to meet stringent reporting requirements.
- Active Directory Integration (Enterprise plan)
- This feature enhances security and simplifies user management by linking with existing company directories, ensuring that only verified users have access to sensitive data.
- BI Insights (Enterprise plan)
- Offers business intelligence insights to help firms analyze performance metrics and optimize decision-making processes.
- Automated Client Communications
- Automatically sends reminders and notifications to clients, improving engagement and reducing the need for manual follow-up.
- Error Tracking
- Customizable tracking of errors helps firms identify and resolve issues, improving the quality of service and reducing rework.
- Staff Dashboards
- Provides a comprehensive view of tasks and deadlines for staff, helping them stay focused and on track with their responsibilities.
- Client Portal
- Secure, web-based access for clients to view and upload documents, improving communication and document management between the firm and its clients.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Client Online
Client Online is a software platform from pinkweb that provides accessibility management for websites. It includes features for page availability tracking, user access control, and real-time reporting so administrators can monitor website performance and user interaction. The platform ensures that blocked or unavailable pages are easily identified, aiding in the maintenance of website integrity. Client Online is designed to support various user roles, allowing for tailored access and control measures. Key capabilities: accessibility tracking user access control real-time reporting page monitoring performance analytics Best for: website administrators that need to manage user access and track page availability effectively.
Client Online Details
Client Online's In-App Market Place
Does Client Online have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
4
Mini Apps
Secure file sharing
Digital signatures
Automated client reminders
Project tracking and deadline management
Pricing Options
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (chf)
Pros & Cons
- High level of security with ISO certifications
- Seamless integrations with major accounting and CRM systems
- User-friendly interface with a mobile app
- Automation of reminders and deadline tracking
- Customizable branding and permissions for better control
- No specific pricing information available publicly
- May require additional configuration for full integration with complex systems
Client Online's Support Options
Email Address
support@pinkweb.nlContact
033-7501334Client Online's Alternatives
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