New Member Benefit: NSA Sync Walkthrough

Описание: NSA Sync is the secure, member-exclusive client document portal available to members of the National Society of Accountants. It was designed specifically for tax and accounting professionals who want a streamlined, professional way to manage client documents, signatures, and access without juggling multiple platforms. In this full walkthrough, we show you exactly how NSA Sync works inside and out!

With NSA Sync, you get:

🔐 Bank-level security
📁 Organized, client-by-client document management
✍️ Integrated e-signature tools
🎨 Custom branding for a polished, professional client experience
👥 Flexible user permissions and token access controls
💼 A centralized hub designed for independent tax and accounting firms

NSA Sync Accountant Guide:    • NSA Secure File Tax Professional Guide  
NSA Sync Client Guide:    • NSA Secure File Client Guide  

Video Chapters
00:00 Intro & lay of the land
02:58 NSA Sync Overview
05:55 Sync Set-up/Customization
10:22 Sync Login
11:30 Additional user access
13:17 User Dashboard & Customization
14:50 Client Overview
15:25 Customizable Client insights
16:07 Activating/Deactivating Clients
17:40 Client Management/User Permissions
19:34 Setting up with Client/Access Token Duration
23:17 File and Folder Management Overview
25:30 Document Upload & Client File Management
27:10 Bulk Download Files
28:00 Document Notifications
28:34 Client Permission levels/Filter
29:20 Document Signature Set-up
34:30 Business branding Set-up
36:13 URL Customization
38:26 Resending Client Token/Resetting Account Access
40:20 Q&A Answers/ Activating User Token
40:40 User (member) Account Set-up
41:35 Account sharing/Having multiple users on the same account
43:35 NSA Sync Development question
43:54 Data transfer from other file storage program
44:30 Verifyle Relationship
45:39 Document signing timeframe
46:23 Sync use case vs Native tax software document signing
47:00 Folder/Client Set-up Suggestion
47:47 Sync Security Standards/IRS Compliance
48:38 Linking Spouses/Family Members to Primary Taxpayer
50:45 NSA Sync cost to NSA members
52:20 Multiple Folder/Entity Set-up
53:23 How to get in contact with NSA regarding Sync set-up