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Client:Filiver
Date:May 09, 2012
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How Does Filiver Work? (Our 5-step process)

Start in 5 simple steps :

  • Register online for using Filiver for your firm
  • In Filiver, create your firm’s profile in just a couple of minutes

  • Give access to your clients through simple client profile creation screen.
  • Create tabs such as AP, AR, Financial Statements etc. (we have already created frequently used tabs) – add as many as you want to reflect your current internal processes.
  • Tell clients. They will see YOUR BRAND and all their information and digital files intuitively organized, easily searchable and viewable on any internet connected device, from anywhere in the world, anytime.

 

Set up time: 30 minutes on an average. You will not need much help but should you want assistance, we are happy to help. Just email us.