THE EXCHANGE
Client Collaboration
Effective client collaboration is essential for modern accounting and financial practices. Sliq360 streamlines communication, document sharing, and approval workflows between firms and their clients.
CLIENT PORTAL
Secure Client Portal
The Secure Client Portal provides a centralized, encrypted environment where clients can securely upload documents, view project statuses, communicate with their advisory team, and access completed reports.
- Encrypted file exchange for sensitive financial documents.
- Real-time status tracking for ongoing tasks and requests
- Direct messaging channel integrated within the workflow
Electronic Signature
Accelerate closing times and compliance workflows with integrated electronic signature capabilities. Eliminate printing, scanning, and physical mailing delays by obtaining legally binding signatures directly through the platform.
Legally binding digital approvals for tax returns, proposals, and engagement letters.
Recurring Job Automation
Set up recurring compliance jobs once. The system automatically spawns tasks, assigns reviewers, and sets schedules for the entire financial year.
DASHBOARDS
Executive Dashboards: Total Visibility
Stop waiting for monthly spreadsheets to understand your firm’s financial health. Sliq360’s executive dashboards deliver live operational intelligence across four key dimensions:
Practice Health
Benefit: Maximize firm profitability and ensure healthy cash inflows.
Team Performance
Benefit: Optimize team capacity and identify professional development needs.
Compliance Rada
Benefit: Eliminate compliance penalties and maintain 100% standing.