Innospire Archarina Client Portal Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.

Technology

Platform is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Vendor works with companies of all sizes.

Select Customers

Contact vendor directly for case studies.

About Archarina Client Portal

Archarina Client Portal is accounting and professional services automation software designed to help accountants, CPAs and bookkeepers to reduce time and effort in receiving and gathering client documents. The platform helps users get clients W-2s, credit card statements and invoices when needed, which can increase margins between 2% to 5%, and provides both users and clients with a convenient way to access documents, transfer data and convey information.

The software enables users to maintain an audit request list repository, create templates and automate processes, and provides companies with an easy method to request, upload, and review requests as well as clear visibility of request status. Additionally, the platform provides users with the ability to monitor client request progress in real-time, secure file exchange functionality for storing and transferring files online through encryption and log-in credentials security features, and provides companies with a unified system for all interactions including engagement letters, bills and invoices, white papers and marketing materials.