Phone 1300 161 208My Account
The #1 Secure Client Portal
for the financial services sector
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Organise

Collaborate

Grow

-

Secure

Simplify

Successful businesses use the right technology to optimise efficiency, compliance and customer service.
  • Vault: business-grade, secure, compliant online document storage, retrieval and sharing
  • Communication groups: organise and communicate with clients in a way that reflects their
    financial needs
  • Team management: decide who works with which client groups
  • Workflows, checklists and structured procedures
Securely work as an online team with your clients to streamline business processes, reduce costs and
invoice quicker.
  • Transactions that on average once took 14 days to complete can now be completed in less than a day
  • Online eForms enable your team to work online with clients to reduce costly data administration tasks
  • Easily share digital assets such as client productivity packs and multimedia files
  • Send and receive large client files (2GB)
Generate organic revenue growth by positioning your firm as the trusted adviser for all your client's
financial needs.
  • Start the conversation that will transition taxation-work clients towards additional financial services
  • Client-for-life strategies: build stronger and deeper relationships with more of your clients
  • Wealth creation and protection initiatives
  • Budgeting, cashflow analysis, savings, debt consolidation and more.
  • Meet Australian Privacy Principles (APPs) requirements (mandatory from 12 March 2014)
  • Secure alternative to email
  • Audit trails provide full process visibility and accountability
  • All data stored within Australia
  • 100% Australian owned, built and supported
FACTS Onlines Secure Client Portal is designed to fit you and your business.
  • Unlimited client usage
  • Simplified fixed price structure
  • Month to month payment and contract agreement
  • Includes 100GB online storage
Today, over 820 businesses use FACTS Online.