Description
Turn your QuickBooks information into a secure online customer service portal, enabling your customers to see their account information, pay invoices with credit card or PayPal, find answers and initiate support requests – anytime, anywhere
Extends your QuickBooks information to a secure, web-based customer service portal
Once they log into their account page, customers can check their billing and order status, initiate service requests, track previous requests, find answers to frequently asked questions, chat with you live, and interact through blogs and user communities.
Enables online payments – get paid faster!
Customers can pay their invoices using PayPal or a credit card. Online payments download directly into your QuickBooks software and are automatically matched to the appropriate invoices.
Self-service customer support just like the big boys have
Customers can initiate service requests directly from the portal that you create. And Customer Portal includes other powerful self-service options – including community forums, a knowledge base, and space to include FAQ’s – so that your customers can more easily resolve their issues on their own and provide advice to others. You can even allow customers to vote for the most helpful answers – just like large companies do!
Organizes your interactions with customers to help you serve them faster and better
Using your QuickBooks data and information provided by customers themselves, Customer Portal helps you keep tabs on inquiries, manage support requests and track their progress, and respond efficiently to problems. It even allows customers to monitor their interactions with you – providing them status updates, requests for more information and the opportunity to reach you via online chat.
Fully customizable to fit your brand
Your Customer Portal can be as simple or sophisticated as you need it to be. We give you complete stylesheet (CSS) control and access to harmonize your new portal and with the look and feel of your website, as well as templates to ensure a consistent design in your emails as well.
Fully secure, nothing to install
Your customer portal is ready to use as soon as you create an online account with us. No need to worry about software, servers or updates. No implementation issues. Simply synchronize your QuickBooks company file to the cloud from Intuit App Center, and you're ready to give your customers 24x7 access to their account information, accept payments and receive support requests.
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OfficeAnt Customer Portal
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It works OK
It took a few emails for me to get it to work. The program loads very slow.This may be because of our large customer list (5000 customers). The company access page locks up from time to time. The customer portal page is slow but does seem to work. It takes about 45 seconds to a minute to load their account. The payment option does not work with the Intuit payment solutions merchant services that we currently use for our Quickbooks credit card and GoPayment processing. You must sign up for a new bank processing provider in addition to the one you already use. I hope this software gets better. It is a really helpful tool to allow this access to our customers. It just needs to be more reliable and faster. I will update this review as we use this product.
March 7, 2012
Garbage
Don't waste your time emailing or calling support, you won't get any response.
February 4, 2012
I would like to be able to provide a better comment (can be I'll do) but till now in the last 1 week I couldn't even log in 1 time (always section expired error) and no answer to my email support request. Hope they are busy now and application will be great...one day
December 26, 2011
does not work at all- not even the demo. session expires error every time, cannot even get login to demo.
October 26, 2011
I had a similar experience as Ryan and was also quite frustrated. I emailed OfficeAnt and the following morning got a call from Simon. He explained that they had turned on monitoring and were watching the logs. He asked that I go though the steps to reproduce the error while he was on the phone. I had a list of 4 or 5 items that weren't working right so I was blown away when he and his team had them fixed less than 2 days later.
I'm not usually inclined to give 5 star reviews, especially for a product that had problems... but the customer service I got was so awesome that I think it's worthy. It's also worth mentioning that I didn't even have a paying subscription when the guys fixed all this for me.
August 30, 2011
Everytime I attempt to make an account, it fails and says there has been an internal error. When I click next on PayPal/Authorize.NET step.
August 28, 2011
Support & FAQ
Free email based support at: support@officeant.com. Free telephone support for 30 days. Priority telephone support available after that for nominal annual fee.
(530) 268-5683
http://www.officeant.com/support.htm
Check out the most frequently asked questions below: Expand all
- What can OfficeAnt’s Customer Portal do for my business?
- By integrating OfficeAnt Customer Portal with your QuickBooks information, you can offer your customers the same convenient online self-service options and online support that big companies have. We provide QuickBooks users the fastest route to creating a “My Account” portal with the up-to-date account information, support and online payment options that most people have come to expect from the companies they do business with. Now you can offer an outstanding customer experience – every time!
- But isn’t it going to take a lot of work and time to set this up?
- Absolutely not! OfficeAnt Customer Portal is designed to work seamlessly with your existing QuickBooks desktop software, with everything preconfigured so that all you have to do is select the self-service features you want to offer, customize the text content to fit your business needs and, if you want, use the templates we provide to harmonize the look and feel of your portal with your company’s website. Most users can have their portals up and running within an afternoon.
- How much time am I going to have to spend on keeping my customer portal running?
- The beauty of this application is that it can help you improve customer service while reducing the amount of time you have to spend dealing with individual customer issues. With access to their account information, FAQ’s and the knowledge bank, customers will have the ability to resolve questions on their own – when they want to. And with Customer Portal you’ll also be able to keep tabs on inquiries, manage support requests and track their progress, and respond efficiently to problems.
- My QuickBooks information is highly sensitive. Is Customer Portal secure?
- When you use Office Ant Customer Portal, know that your QuickBooks data is safe and secure. All your financial information is securely stored on Intuit App Center infrastructure – the same data center that processes millions of TurboTax returns. In addition, OfficeAnt has passed a technical check and a security review conducted by Intuit to ensure that data transmission between OfficeAnt and Intuit App Center is secure and safe.
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