Accounting & Tax Firms Using Video Conferencing

Discussing financial matters with clients in a secure and confidential online meeting is now possible thanks to VIA3's FIPS 140-2 Certified video conferencing.

Impress your clients with timely and informative online meetings. Collaborate in real-time in a secure environment while working with your clients on investment strategies for their future.

“With Secure Video Conference I’m able to review and update my client’s

confidential portfolio at their convenience from anywhere in the world”

Now using VIA3's secure video conferencing desktop sharing with audio, you’ll be able to conveniently schedule personal conferences with your clients. Extend your services to review and adjust their investment, financial plans and tax returns giving you more time to meet with additional clients.

• Review documents online using the conferencing tools to demonstrate and evaluate options
• Review financial research projects, investment portfolios, banking documents and more
• Help save the planet by going green. No travel, No Parking, No use of expensive gas
• Using any computer, camera and microphone you can have a secure video conference anytime, anywhere
• Stay in front of your client and build lasting relationships in much less time
• Easily brand your video conference area with your company's logo
• Get your message across loud and clear using the integrated drawing and diagramming tools
• Undo the stress and strain of having your clients travel to your office

“I use VIA3 to keep my clients up to date while they’re in the comfort

and security of their own home or office. And by using the branding

features built into the system I’m able to build a level of

confidence in my clients that keeps them coming back for more”

In the fast paced and ever changing world of taxation rules and regulations your clients will appreciate the ease and convenience of video conferencing to stay up to date. When someone needs to know “Right Now” about how potential changes can affect their financial future you’ll be armed with the tools you need to communicate the facts instantly.

Put the power of VIA3 to work for your financial business today.