Screen Share Integration
Learning new software systems and troubleshooting hardware issues can frustrating. We’ve learned that the best way to service our clients is through a screen share so we can see precisely where the problem exists and provide a solution as quickly as possible.
Audio Included
Communication is key when it comes to diagnosing and troubleshooting issues
All CRM Accounts
Screen share capabilites are included with all of the CRM accounts in AccuraTax Software
Access In Seconds
Just accept the request and our software will immediately start the screenshare within a couple seconds.
No Extra Credentials
No need to remember extra logins and passwords; simply accept the prompt and receive help right away
Receive assistance rapidly with Screen Share inside of Tax CRM
Say goodbye to technical issues
Let no feature go unused in the CRM! Navigating the CRM to get to the correct module can be a bit confusing the first couple of attempts. We’ll stand along side you virtually through our integrated Screen Share function.
Eliminate installing 3rd party screen sharing software
Now with screen sharing integrated into the CRM, you and your colleagues will no longer have to install and configure a screen share application just to be able to receive assistance. We’ve eliminated one of the most frustrating hurdles to receiving technical support
Need help setting up your CRM?
Look no further than to our support team to assist you every step along the way for CRM setup. Knowing all of the locations to fill out fields, import client lists, save documents can be cumbersome. Screen Share capabilites remove the technical hurdles, so you can get back to managing your office.
Support is just a click away
Eliminate the learning curve to mastering the CRM and it’s limitless abilities. Once you accept the screen share request, you’ll receive top-tier support for all of your inquiries moving forward.
NEED A CONSULTATION?
Our customer representatives will assist you to understand what we offer for your business goals.