The Done-for-You Virtual Office for Small Tax and Accounting Firms

Work remotely without the hassle. Setup, maintenance, training… it’s all included.

Collaborate Online with Clients and Coworkers

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Client Portals

Easily and securely share electronic documents with clients. Online tax organizers deposit client responses and files directly in your client portal.

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Electronic Signatures

Request legally binding signatures on contracts, Form 8879, and other documents without having to shuffle paper or schedule in‑person meetings.

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Video Conferencing

Screen sharing, online meetings, and web conferencing that’s private and easy to use. Meet with a client, or hold a group call for your entire team.

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Websites

Our modern, attractive websites make a great impression. Features like online payments and appointment scheduling help you serve clients more efficiently.

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Email

Email addresses branded with your firm name give an impression of stability and reliability every time they are used.

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Productivity Tools

Built-in calendars and contact management keep client information at your fingertips. Kanban-style project management keeps you on track.

Client Newsletters

Monthly newsletters delivered straight to your customers’ email inboxes help you retain clients and keep your firm top of mind.

Team Collaboration

Team chat provides immediate access to your staff. Share calendars and assign tasks to individual team members or groups that you define.

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All-Inclusive Service

RelaNet takes the hassle out of online services by handling all the setup, maintenance, and training. You tell us what you want and we’ll take care of it.

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What Our Customers Say About Us

I cannot tell you how happy am I am with my RelaNet website and client portal. Information is coming in so much easier, and now it’s traceable!

Tom Erlewein
Erlewein & Haynes

The client portal is working out perfectly. We’re really happy with it. We’ve also received many compliments on our website and have even seen an uptick in new unsolicited business because of it.

Alexander Andorfer
Leonard J. Andorfer & Co.

RelaNet services have made managing my website content and client communications seamless. RelaNet’s work has attracted several prospects, and many of them converted to clients.

Robert Pioso
Rich Coast Accounting

Websites Customized Just for Your Firm

All-Inclusive Service You Can Rely On

Setup

RelaNet takes the pain out of adopting new services by doing the setup for you. We import your client information, set up your client portal, create your email accounts, build your website, launch your newsletter, and take care of all the details related to your new services.

Maintenance

With RelaNet, you don’t have to be a technical whiz to keep your data secure. We constantly monitor all of your services and apply software updates for you, so that you and your data are always protected.

Training

It’s not enough to have great tools. You also have to know how to use them. RelaNet realizes that, so we provide live online training for you and your team so you can get the most out of your RelaNet services.

Ongoing Service

Whenever you need us, we’re just a phone call away. Whether you need a change made to your website or an email blast sent to your clients, we can help. We handle all the technical details so you can spend your time taking care of clients and building your business.

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Have Questions?

Get in touch and we would be happy to provide more information.

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Email Us

info@relanet.com

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Call Us

(317) 782-5301