Key features of the portal

     

    

A. Bi-Outsource’s Client

Sharing your financial data with Bi-Outsource is easy, secured and trailed. We understand that accounting information is very sensitive and exchanging it via emails or any public channel involves some inherent risk. Since client data security is critical for us, we use a SSL encrypted document management portal.

Clients related main functions in the application:

• Multiple roles to client’s users for activity management e.g. partner, accountant, document uploader, etc.

• Each user has different rights and access permission

• Personalised dashboard for each user in accordance with his rights and access permission

• Different ranks for different users under same company

• Activity logs view for subordinate users. Higher ranked user (e.g. Director) can view logs for lower ranked users (e.g. accountants)

• Folder wise document management matrix having user-wise folder access permission (e.g. some folders/files can only be viewed by Directors and not by Accountants)

• Auto acknowledgement on uploading document on the secured server

• Auto notification on querying any document by our accounting team

• Able to manage multiple companies from single log in

• Such more facilities to share and manage documents

B. Bi-Outsource’s Employees:

Bi-Outsource Login is a customized application specifically designed by Bi-Outsource Business Solutions to cater the needs of employees and Clients. This application is, in particular, very important for employees. It gives users access to various client details such as client’s documents for recording accounting transactions, relevant client details such as nature of business, contact details, activity views of subordinate employees, auto email communication between clients and employees etc. which makes employees life easy and organized. In nut shell, Bi-Outsource Login is the one stop application for employees which helps employees in performing their duties effectively and efficiently.

Employees related main functions in the application:

• Different roles in different client’s for activity management e.g. Assistant in Client A while Executive in Client B.

• Each employee has different rights and access permission

• Personalised dashboard for each employee in accordance with his rights and access permission

• Different ranks for different employees under same company

• Activity logs view for subordinate staff. Higher ranked employee (e.g. Head of Department) can view logs for lower ranked employees (e.g. executives and assistants)

• Folder wise document management matrix having employee-wise folder access permission (e.g. some folders/files can only be viewed by Executives and not by Assistants)

• Auto acknowledgement on uploading document by client on the secured server

• Automated document processing flow with the function of merging, splitting, moving, renaming etc. on the secured portal

• Auto notification to clients on querying any document (no need to send separate mail)

• Able to manage multiple companies from single log in

• Such more facilities to process and manage documents