Professional services platform v2

Professional Services Platform
http://cpaplatforms.abizinabox.com/[3/27/16, 20:58:09]
Professional
Services
Platform
aBIZinaBOX - PSA Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
Welcome to aBIZinaBOX's Professional Services Platform. You won't find the usual cookie cutter "dog and
pony show" here that every other brand new and wet behind the ears QuickBooks, Xero, Google for Work
and Encyclopedia Selling SMB Cloud Services firm seems to be offering today. Just about every one of
them lacks what aBIZinaBOX has - Expertise and Experience that "grew up ENTERPRISE" servicing publicly
listed major corporations and professional services firms around the world. Our guiding principles are
CPA+Apps+Experience = Customer Success. [Internally we jokingly refer to our mission statement as
"The beatings will continue until morale improves"]. Unlike many firms today, we continue to maintain our
primary mission and focus as "client success". Client success means that as professionals, we have made
a conscious decision to place the business needs and requirements above all else [with the full realization
that we may subordinate our personal and family commitments to the needs of our clients, [You can read
more about this commitment on our website here.]
aBIZinaBOX deploys "Best of Breed" applications on the Google Apps and Amazon Web Services platforms
which means that can deploy and support just about any infrastructure that a business might need.
aBIZinaBOX Inc. is a professional services firm modeled in model of Arthur Andersen LLP with Andersen
Consulting [currently known as Accenture Inc.], the penultimate "Big 4" firm. Our founder, Jordan S Zoot,
was an Arthur Andersen Tax Partner. aBIZinaBOX continues that tradition providing integrated Financial
Advisory, Tax and Technology Consulting Services fully compliant with Oxley-Sarbanes [SOX-404] and
PCAOB professional standards. We are a full service CPA firm [Members United States - AICPA - PCPS,
CAQ , United Kingdom IACAW, CIOT, and Australia CAANZ, The Tax Institute] with the full power and
skills of IT Consulting and MSP Firm. [We don't dabble with either and excel at both. The combination of
skill sets makes uniquely qualified to:
Provide technology assessment, architecting, deployment and operational consulting to CPA, law,
marketing, advertising and all professional services firms because that is OUR business too.
Be the FIRST CHOICE IT Provider for any business which is subject to regulatory compliance
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aBIZinaBOX Professional Services Platform Tech - Core and Options
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http://cpaplatforms.abizinabox.com/[3/27/16, 20:58:09]
requirements [HIPAA, FERPA, FINRA, GLBA, SEC Rules 17(a)(3) and (a)(4), eDiscovery or any similar
rules] because of our background as a professional accountants.
Come and explore our professional services platform and the rest of abiZinaBOX.
[RESERVED FOR TEXT AND LINK TO XERO AND XERO ADD-ONS]
[RESERVED FOR LINK TO ZENDESK ETC]

Subpages (7):
Collab. & File Sharing, Continuity, Productivity & Protection
Data Loss Prevention ["DLP"],
Security and Compliance
File Sharing and Collaboration Apps
Google for Work, Google For Education,
and Amazon Web Services
Google For Work Productivity Add-ons
Platform Integration
The "WRONG"
Approach to Professional Services Platform
(c) 2016 aBIZinabox Inc. Return to aBIZinabox Home aBIZinaBOX CPA Services aBIZinaBOX Tech
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Collab. & File Sharing, Continuity, Productivity & Protection - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/abizinabox-apps-for-solo-practitioners-small-cpa-firms[3/27/16, 20:59:13]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing, Continuity,
Productivity &
Protection
aBIZinaBOX
Advanced Data
Protection
Options
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
aBIZinaBOX - PSA Platform‎ > ‎
Collab. & File Sharing, Continuity, Productivity &
Protection
Google for Work - Individual Productivity
File Sharing and Collaboration Options
Best of Breed for Collaboration, Sharing & Client Portals
Business Continuity & Disaster Recovery
Data Loss Prevention
Email Encryption
Client Support and Ticketing
Workflow Customization

Subpages (1):
aBIZinaBOX Advanced Data Protection Options
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Collab. & File Sharing, Continuity, Productivity & Protection - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/abizinabox-apps-for-solo-practitioners-small-cpa-firms[3/27/16, 20:59:13]
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Data Loss Prevention ["DLP"], Security and Compliance - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/data-loss-prevention-dlp-security-and-compliance[3/27/16, 21:00:06]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention ["DLP"],
Security and
Compliance
Gmail Data
Loss
Prevention
Sookasa -
HIPAA and
FERPA
Compliance
for dropbox
and Google
Drive
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Data Loss Prevention ["DLP"], Security and Compliance
aBIZinaBOX's core business is as a CPA firm, and the integrity, security and protection of our client's data
is paramount. Every company has data that it must keep secure — whether that data is
about confidential innovations, strategic plans or sensitive HR issues — keeping all of
your data safe from inadvertent or purposeful leaks needs to be simple, quick and
reliable. Google for Work already helps us manage information security with tools such
as encryption, sharing controls, mobile device management and two-factor
authentication. However, sometimes user actions compromise the best of all of these
controls; for example, a user might hit “Reply all” when meaning to send a private
message with sensitive content.
Additional Background on Google Drive Security Add-ons
DLP for Google Drive BlogPost from Coolhead Tech
Don't Throw Out Dropbox Yet- Blog on Augmenting dropbox for Business Security
box.com Enterprise Security
box.com Governance
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Data Loss Prevention ["DLP"], Security and Compliance - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/data-loss-prevention-dlp-security-and-compliance[3/27/16, 21:00:06]
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap

Subpages (2):
Gmail Data Loss Prevention
Sookasa - HIPAA and FERPA Compliance for dropbox and
Google Drive
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File Sharing and Collaboration Apps - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps[3/27/16, 21:00:24]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration Apps
box.com
dropbox for
Business
Google Drive
Plans & Pricing
Product
Comparisons
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
The core best of breed file sharing and collaboration applications aBIZinaBOX recommends as well as a
couple of interesting options are listed below.
Core Applications
box.com
box.com website
box.com Youtube Channel
dropbox for business
dropbox.com website
dropbox Youtube Channel
Google Drive
Google Drive Website
Google Drive Youtube Channel
Interesting Options
Datto Drive
Datto Drive Website
Datto Drive Youtube Channel
Microsoft One Drive
One Drive Website
One Drive Youtube Channel

Subpages (5):
box.com
dropbox for Business
Google Drive
Plans & Pricing
Product Comparisons
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File Sharing and Collaboration Apps - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps[3/27/16, 21:00:24]
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
CONTACT US

Google For Work Productivity Add-ons - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons[3/27/16, 21:01:11]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Admin Tools
for GFW/GFE
Cirrus Files
Cirrus Insight
Evercontact
Wrike - Project
Management
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Evercontact Get CirrusInsight Google for Work aBIZInaBOX Home Wrike Project Mgt Cirrus Files
Admin Tools
The tools we use include:
Cirrus Insight - a plug-in that provides access to our Salesforce Instance through GMail
Cirrus Files - access to Google Drive from Salesforce and Gmail
Evercontact - contact update automation
Wrike.com - Project Management

Subpages (5):
Admin Tools for GFW/GFE
Cirrus Files
Cirrus Insight
Evercontact
Wrike - Project
Management
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Google For Work Productivity Add-ons - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons[3/27/16, 21:01:11]
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
CONTACT US

Google for Work, Google For Education, and Amazon Web Services - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work[3/27/16, 21:01:58]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
Google for Work, Google For Education, and Amazon Web
Services
aBIZinaBOX Google For Work Sign Up aBIZinBOX Home aBIZinaBOX Professional Services Home File
Sharing Home Productivity Tools

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We are authorized resellers for:
Click to Start a Conversation
You can learn more about the deployment of Google Apps for Work for professional services firms and the
other verticals that we serve, regulatory compliance problems we solve, and the business solutions we
deliver with technology together with CPA Attest, Accounting and Taxation Services together with Industry
[Vertical] solutions for:
Private Equity and Hedge Funds

Distressed Asset and Debt Investors
Real Estate and Construction
Professional Services
CPA Firms
Law Firms
IT Consulting Firms [Google for Work & Education Partners, AWS Partners]
Design, Marketing and Advertising Firms [Google Partners]
Management Consulting, Architecture and Engineering
California Medical Cannabis [ thru MCFM Services]
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Platform Integration - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/platform-integration[3/27/16, 21:02:31]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
aBIZinaBOX and
Workato
box.com
Integrations
dropbox for
Business
Integrations
Google Drive
Integrations
The ability to integrate a chosen sharing and collaboration with the "rest of the toolbox" is a critical
component, and each of our best of breed choices has extensive "off the shelf integrations" available:
Google Drive Integrations
Box.com Integrations
dropbox for Business Integrations
Where "off the shelf" integrations don't exist, or something more robust is required, is a place where the
expertise of aBIZinaBOX truly shines.There are a number of declarative integration connectors to choose
from starting with the Enterprise wizardry of Dell Boomi all the way to the "low end" which is still quite
useful [zapier.com] aBIZinaBOX SELECTED WORKATO.COM AS ITS EXCLUSIVE
INTEGRATION PLATFORM OF CHOICE. Here is why:
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The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap

M EDIATE ESULTSFO LES
Your app integrations will be up and working in
minutes, not months,,at a fraction of the cost.
CO PLEX I TEG TIONS ADE EA
Easily enable powerful automat'on of business
workflows and tasks across apps.

I
Automate TasksAcross 1
We integrate with your businessappswithout requiring
Salesforce QuickBooks Eventbrlte lntacd Zendes,k s
Ad:ive RegOnline AirREGI Apttus B~mbooHR Ba.s.ecamp Bill.com
Clkk & Pledge Concur Deputy Drop box Everncte Expensify
torce .com FreshBooks. Freshdesk FullCont.act GitHub Gma£1 Goe
~ I


Subpages (4):
aBIZinaBOX and Workato
box.com Integrations
dropbox for Business Integrations

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The "WRONG" Approach to Professional Services Platform - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/drake-file-share-pro[3/27/16, 21:02:53]
Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services
Platform
aBIZinaBOX PSA
Links
Sitemap
The "WRONG" Approach to Professional Services Platform
We include this page from Drake Software as an example of what we aBIZinaBOX isn't......and that would be
low level cookie cutter garbage that people who don't know any better think is what a client portal is all
about. When you get done with this page, click here to see over take on it.
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DrakeSoftware· Products Service & Learning Build Your Practice Resources Abou t Us
SecureFilePro
Send and receive client documents
on your own secure site, anytime, anywhere.
3ecureFilePro™isasecureclient file exchangeweb portal, letting you andyour clients exchangeconffdentialdocumentssecurelyand conveniently.Speni
esstime printing,faxing,emailingor mailing returnsand other documents.Just upload PDFs,and let your clients accessat their convenience.
• Getfiles from your client -Your client can upload W-2sand other tax documentsto your SecureFileProsite,
• Send files to your client - Youcanupload your client's finishedtax return and other documents.Yourclient cansignin and download wheneverit's
convenient,and from anycomputerwith Internetaccess.
• Works with Drake Document Manager- Createa client folder and upload documentsall at once,with one click.
• Custom-branded with your companylogo,nameand URL.
• Security is built in - Yoursite and filesarealwaysprotectedbytough, industry-standardsecuritymeasures.All transmissionsaresecure,and filesare
encryptedat reston heserver.Atall times,clientscanview and accessonly their own documents.
• Safeguard sensitive documents - Don't risksendingconfidential documentsopenly byfaxor email.Shareand transferthem the smart,responsible
way,with SecureFilePro.
• Easyto use- SecureFileProisweb-based,and workswith just about anybrowserand computer.Usesfoldersand files,just likeyour computer.
Uploading,downloading,renaming,and deleting filesissimple,obviousand quick.
Plans and Pricing
Basic Premium
Free for 14 days
s99s
I s99 9s s~!:sIs?! 99smonthly yearly
250MB 250MB 1 GB 5 GB (about 10,000 ftlcs·)
(about500 files") (about 500 files·) {about 1,000 files') Add more @$10/moper 5 Gb
./ Custom branding ./ Custom branding ./ Custom branding ./ Custom branding
./ Unlimited clients ./ Unlimited clients ./ Unlimited clients ./ Unlimited clients
./ Unlimiterl acrm1nts ./ Unlimited acco,ints ./ Unllmiterl accounts ./ Unlimiterl accounts
Storage tap acity based on an estimated aver~ge document ~lzeof250 kb.
Sign Up Now or Try for Free
No obligation, 14-day Trial

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aBIZinaBOX PSA Links - Professional Services Platform
http://cpaplatforms.abizinabox.com/abizinabox-psa-links[3/27/16, 21:03:13]
Professional
Services
Platform
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Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
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aBIZinaBOX PSA Links - Professional Services Platform
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Sitemap - Professional Services Platform
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Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
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Links
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Professional
Services
Platform
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Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
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Professional
Services
Platform
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aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
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6 hours ago
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aBIZinaBOX Advanced Data Protection Options - Professional Services Platform
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Professional
Services
Platform
Navigation
aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
aBIZinaBOX
Advanced
Data
Protection
Options
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX - PSA Platform‎ > ‎Collab. & File Sharing, Continuity, Productivity & Protection‎ > ‎
aBIZinaBOX Advanced Data Protection Options

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Datto Business Continuity and Disaster Recovery
Protection of SaaS App Data -
Backupify.com
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Datto Business Continuity and Disaster Recovery - Professional Services Platform
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Services
Platform
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aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
Services
Platform
Integration
The "WRONG"
Approach to
Professional
Services Platform
aBIZinaBOX PSA
Links
Sitemap
aBIZinaBOX - PSA Platform‎ > ‎Collab. & File Sharing, Continuity, Productivity & Protection‎ > ‎aBIZinaBOX
Advanced Data Protection Options‎ > ‎
Datto Business Continuity and Disaster Recovery
Datto Disaster and Recovery
YouTube Video
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Datto Business Continuity and Disaster Recovery - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/abizinabox-apps-for-solo-practitioners-small-cpa-firms/abizinabox-advanced-data-protection-options/datto-business-continuity-and-disaster-recovery[3/27/16, 21:12:17]
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Gmail Data Loss Prevention - Professional Services Platform
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Professional
Services
Platform
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aBIZinaBOX - PSA
Platform
Collab. & File
Sharing,
Continuity,
Productivity &
Protection
Data Loss
Prevention
["DLP"], Security
and Compliance
Gmail Data
Loss
Prevention
Sookasa -
HIPAA and
FERPA
Compliance
for dropbox
and Google
Drive
File Sharing and
Collaboration
Apps
Google For Work
Productivity Add-
ons
Google for Work,
Google For
Education, and
Amazon Web
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Platform
aBIZinaBOX - PSA Platform‎ > ‎Data Loss Prevention ["DLP"], Security and Compliance‎ > ‎
Gmail Data Loss Prevention
aBIZinaBOX has deployed Data Loss Prevention (DLP) for Gmail which adds another
layer of protection to prevent sensitive information from being revealed to those who
shouldn’t have it.
Organizations may have a policy that the Sales department shouldn’t share customer credit card
information with vendors. And to keep information safe, admins can easily set up a DLP policy by
selecting “Credit Card Numbers” from a library of predefined content detectors. Gmail DLP will
automatically check all outgoing emails from the Sales department and take action based on what
the admin has specified: either quarantine the email for review, tell users to modify the
information or block the email from being sent and notify the sender. These checks don’t just
apply to email text, but also to content inside common attachment types ― such as documents,
presentations and spreadsheets. And admins can also create custom rules with keywords and
regular expressions.
How Gmail DLP works
Organizations may have a policy that the Sales department shouldn’t share customer credit card
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information with vendors. And to keep information safe, admins can easily set up a DLP policy by
selecting “Credit Card Numbers” from a library of predefined content detectors. Gmail DLP will
automatically check all outgoing emails from the Sales department and take action based on what
the admin has specified: either quarantine the email for review, tell users to modify the
information or block the email from being sent and notify the sender. These checks don’t just
apply to email text, but also to content inside common attachment types ― such as documents,
presentations and spreadsheets. And admins can also create custom rules with keywords and
regular expressions.
Check out the DLP whitepaper for more information including the full list of predefined
content creators, and learn how to get started. Gmail DLP is the first step in a long-term
investment to bring rule-based security across Google Apps.

For more detail read the Google Security Blog article.
Data Loss Prevention ["DLP"], Security and Compliance aBIZinaBOX Professional Services Platform Home
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Sookasa - HIPAA and FERPA Compliance for dropbox and Google Drive - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/data-loss-prevention-dlp-security-and-compliance/sookasa[3/27/16, 21:14:00]
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aBIZinaBOX - PSA Platform‎ > ‎Data Loss Prevention ["DLP"], Security and Compliance‎ > ‎
Sookasa - HIPAA and FERPA Compliance for dropbox and
Google Drive
dropbox for Business Google for Work Google Drive Box.com File Sharing Home aBIZinaBOX PSA
Home aBIZinaBOX Home
The old perimeter-centric approach to security no longer makes sense in an age when
employees rely on the cloud for everything from file storage systems to communications
platforms. Your company stores vast amounts of data in the cloud, and not only do you need to
know what it is and where it is—you need to resume control of it.
Enter Sookasa, which protects your information on the network and beyond. With the cloud, your data is everywhere.
With Sookasa, your security can be, too. Although there are many ways to encrypt your communications, and plenty
of storage services that offer HIPAA compliance, most of them come with a price: lack of convenience, and
clunkiness. That is probably why a lot of us just end up stashing things in Dropbox. It’s easy and there are apps for
any device you might have. On your home computer, you can just drag and drop into Dropbox and it lives forever in
the cloud.
However, Dropbox certainly isn’t the most secure solution, and is not HIPAA compliant.Sookasa works with Dropbox
and gives you an encrypted (and, if you pay for it, HIPAA- and FERPA-compliant) storage folder. Putting files in
Sookasa is as easy as putting them in your Dropbox; it is that ease of use that often gets us to be more aggressive
about securing data. There are no extra steps and you do not need to be some sort of Internet-ninja wizard to use the
product
There have been ways to store encrypted files within Dropbox for quite some time. Viivo, notably, does a great job
creating encrypted folders within Dropbox. If you just want encryption, noncommercial use of Sookasa is free (though
you will obviously still need a Dropbox account, paid or otherwise). The paid version of Sookasa is $10 a month (or
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Sookasa - HIPAA and FERPA Compliance for dropbox and Google Drive - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/data-loss-prevention-dlp-security-and-compliance/sookasa[3/27/16, 21:14:00]
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$100 a year) per user, and Sookasa also offers free mobile apps for iOS and Android. The paid version is what gets
you the features that Sookasa hopes makes them stand out: HIPAA and FERPA compliance.
Sookasa also appears to be the first method that Dropbox has integrated into Dropbox for Business [also available for
Google Drive, Salesforce, Zendesk and a number of other applications], which handles file sharing for a whole team.
Sookasa’s partnership allows you to easily plug your whole office into the higher-security solution Sookasa offers
without a clunky person-by-person setup and individually encrypting each laptop or mobile device.
It also lets you easily remove someone from the team and deny Dropbox/Sookasa access when a project is finished
or when someone is let go.There are no size restrictions on how much you store in the Sookasa folder, so in theory
you can encrypt everything in your Dropbox. According to Sookasa, most people do not end up doing so, but instead
use Sookasa to segregate confidential business data within Dropbox.
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box.com - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/box-com[3/27/16, 21:15:13]
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box.com
An Introduction to Box: The Modern Content Management Platform
YouTube Video
box.com - Workplace Sharing Webinar
YouTube Video
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box.com - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/box-com[3/27/16, 21:15:13]
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Subpages (1):
box.com - Add-on Features
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dropbox for Business - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/dropbox-for-business[3/27/16, 21:17:06]
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What is dropbox for Business
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Win with Salesforce, Dropbox and Evernote Working Together to Grow Your Business
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Č
3 reasons to upgrade to Dropbox Bu… Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
5 Reasons to use Dropbox Business … Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
Announcing partnership email templ… Jordan Zoot,ĉ Mar 26, 2016, 7:12 PM v.1 ď
Better together - Adobe Creative Clo… Jordan Zoot,ć Mar 26, 2016, 7:11 PM v.1 ď
Better together - Autodesk and Drop… Jordan Zoot,ć Mar 26, 2016, 7:11 PM v.1 ď
Better together - Microsoft Office 36… Jordan Zoot,ć Mar 26, 2016, 7:11 PM v.1 ď
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Branding guidelines for partners.pdf Jordan Zoot,Ċ (47 Mar 26, 2016, 7:10 PM v.1 ď
Children’s Miracle Network Hospitals… Jordan Zoot,Ċ Mar 26, 2016, 7:11 PM v.1 ď
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Construction - Dropbox Business.pdf Jordan Zoot,Ċ (1 Mar 26, 2016, 7:10 PM v.1 ď
Dropbox & Microsoft Better together …Jordan Zoot,ĉ Mar 26, 2016, 7:12 PM v.1 ď
Dropbox Business - Blue.png Jordan Zoot,ą (44k) Mar 26, 2016, 7:13 PM v.1 ď
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Dropbox Business Deck.key Jordan Zoot,ċ (34438k) Mar 26, 2016, 7:13 PM v.1 ď
Dropbox Business Deck.pptx Jordan Zoot,ć (22317k) Mar 26, 2016, 7:13 PM v.1 ď
Dropbox Business admin controls.pdf Jordan Zoot,Ċ ( Mar 26, 2016, 7:12 PM v.1 ď
Dropbox Business vs. Box.pdf Jordan Zoot,Ċ (256k) Mar 26, 2016, 7:12 PM v.1 ď
Dropbox Business vs. Google Drive.p… Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
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Email signature.psd Jordan Zoot,ċ (116k) Mar 26, 2016, 7:13 PM v.1 ď
Features - Dropbox Business vs. Box… Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
GIW Minerals Customer Spotlight.pdf Jordan Zoot,Ċ (3 Mar 26, 2016, 7:11 PM v.1 ď
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Make employee onboarding and offb… Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
Media - Dropbox Business.pdf Jordan Zoot,Ċ (172k) Mar 26, 2016, 7:10 PM v.1 ď
Migrating from a server to Dropbox … Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
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Security and control with Dropbox B… Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
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Your teams best work, in one place.p…Jordan Zoot,Ċ Mar 26, 2016, 7:12 PM v.1 ď
Comments

Google Drive - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/google-drive[3/27/16, 21:18:53]
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Google Drive
What is Google Drive and How To Use It
YouTube Video

Subpages (1):
Datto Drive
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Google Drive - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/google-drive[3/27/16, 21:18:53]
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Plans & Pricing - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/plans-pricing[3/27/16, 21:19:50]
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Issues to consider in comparing plans and pricing

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dropbox for Business Plans & Pricing
Google Drive Plans &
Pricing
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Plans & Pricing - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/plans-pricing[3/27/16, 21:19:50]
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Product Comparisons - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/file-sharing-and-collaboration-apps/product-comparisons[3/27/16, 21:22:03]
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YouTube Video

Subpages (3):
CNET Comparision
Google For Work [Apps]
Integration With Salesforce
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Admin Tools for GFW/GFE - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons/admin-tools-for-gfw-gfe[3/27/16, 21:23:01]
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aBIZinaBOX - PSA Platform‎ > ‎Google For Work Productivity Add-ons‎ > ‎
Admin Tools for GFW/GFE
Admin Tools
We are evaluating a choice for our own use between:
Better Cloud for Google Apps
Promevo GPanel
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Admin Tools for GFW/GFE - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons/admin-tools-for-gfw-gfe[3/27/16, 21:23:01]
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Cirrus Files - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons/data-loss-prevention-dlp-security-and-compliance[3/27/16, 21:24:41]
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Cirrus Files
Admin Tools
Cirrus Insight and Cirrus Files: Better Together
Add attachments directly to Cirrus Files with Cirrus Insight - When using
Cirrus Insight to log an email to a Salesforce record, and that email has an attachment,
the attachment will automatically move or copy into the appropriate Cirrus Files record
folder in Google Drive.
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Move attachments stored on Salesforce to Google Drive - When using
Cirrus Insight to log an email to a Salesforce record, and that record already has attachments stored
on it, the files will automatically move or copy into the appropriate Cirrus Files record folder in
Google Drive.
YouTube Video
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Cirrus Insight - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons/cirrus-insight[3/27/16, 21:26:32]
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Cirrus Insight
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Cirrus Insight is a plug-in that puts the power of a Salesforce [EE or higher] Sales or Service Cloud
deployment inside of your Google Apps or Gmail interface. aBIZinaBOX uses Cirrus Insight and Cirrus Files
to have instant access to Salesforce and Google Drive data and files inside of Gmail and on our mobile
devices.
YouTube Video
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This is a comprehensive webinar that addresses installing Cirrus Insight in Google Apps and Salesforce for
not for profits. It provides a thorough overview of the process.
YouTube Video
Cirrus Insight Support Get Cirrus Insight

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Evercontact - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons/evercontact[3/27/16, 21:27:36]
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Evercontact
Admin Tools
Evercontact is the tool aBIZinaBOX uses and recommends for the painful task of keeping contact
information up to date. When used in concert with Cirrus Insight and Ringlead.com it make
comprehensive data hygiene possible and practical.
Sign Up for Evercontact Evercontact FAQs How It Works
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~ Go g e Apps O •
Yourteam1
s contactsare too
valuableto waste
With team turnover and diffused information, contact lists have a habit of
going bad quickly. But what if you had an automated solution to mine emails
and make sure new contacts are added, shared and kept up to date?
Your entire company, from invoicing to marketing to sales, needs the right
contact informat ion in order to be productive .
CRMsystems can boost personal and team product ivity, but only if they have
up to date and complete infor mation .
Relying on manua l updates is costly and ineff icient. It frequent ly results in
missing or out of date contacts, under -utilized CRMsystems and, ultimately
missed oppor tunities.

Tl e day o t diouscopyingandpasting
areover!
Our servrce auto-
magically creates and
updates contacts from
email signatures to
address books (Gmail,
Google Apps,Outlook
and Office 365), and
even in CRMs
(Salesforce,
Connectw ise and
Highrise).
Every day you 're in
contact with a new
person (or someone
whose contact detai ls
aren't up to date),
Evercontact will create
or updat e those
contacts. These contact
updat es can be 100%
automated orvalidated
manually .
The process is fully
automated with
Outlo ok. If using the
version for Gmail, you
can accept/reject all of
these contacts ,In your
on-lrne dashboard or
on the run with our
!Phone app (Android
coming soon).

For more information or to sign up click HERE.

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Wrike - Project Management - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/google-for-work-productivity-add-ons/wrike---project-management[3/27/16, 21:28:29]
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Wrike - Project Management
Admin Tools
Wrike is an all-in-one project management and collaboration software that brings thousands of teams around the
globe closer to success. It connects tasks, discussions, and emails to your actual project plan. You get an up-to-date
picture of the project and can keep your team aligned with your strategy without boring status meetings.
Challenges Wrike helps solve:
Data silos: Tasks, discussions and documents scattered across email, Skype, personal computers and
spreadsheets
Poor visibility into work status
Missed deadlines and project failures
Main benefits:
Accelerating project delivery by using a platform your team will actually use and love
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Keeping all team members on the same page even across borders without lengthy status meetings, long
email threads and spreadsheet updates
Big picture of project progress with real-time updates and cross-project reports and newsfeed
Real-time team collaboration with discussions, files attached to tasks, and a built-in document editor
Wrike main features:
Task management
Interactive Gantt chart
Workload management
Time tracker
Discussions
Real-time newsfeed
Document collaboration
30+ integrations
Email integration
Outlook, Apple Mail add-ins
iPhone and Android apps
Customized reports
Wrike is an online collaboration and project management software bringing together centralized task management
and social collaboration features into one real-time workspace. It connects tasks, discussions, and emails to your
actual project plan. You get an up-to-date picture of the project and can keep your team aligned with your strategy
without boring status meetings.
Wrike helps you see the big picture of your Project Portfolio
With multiple teams and multiple projects running concurrently, Wrike keeps you on top of your team’s work without
extra email and status meetings. It helps you build repeatable processes, streamline operations, and get real-time
visibility into the status of specific clients, projects, and key milestones.
Team collaboration is taken to a new level
With Wrike, your teammates can collaborate on projects in real time. They are more engaged because they know

exactly what to do and how their work connects to others. As tasks are handed off, new contributors get the complete
context, access to previous decision-making discussions, and relevant files are already attached, so they have all the
info they need.
Managers get better, more predictable results
Robust tools for planning, project management, and workload optimization enable you to get the most from your
team’s potential. Thanks to drag-and-drop support and bulk changing capabilities, it’s easy to create and maintain
schedules to keep up with your fast-paced business.
Wrike's all-in-one collaboration and project management software is suitable for individual freelancers, SMBs, and
large organizations with thousands of employees. The platform can be tailored to fit the individual needs of any team.
It's a smart solution for project management, helping you get even more done! More than 1.5 Million people
worldwide have tried Wrike and left tons of positive reviews on Trustradius, Capterra, G2Crowd, and other review
sites.
Check out Wrike pricing Wrike for team collaboration
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http://cpaplatforms.abizinabox.com/a/abizinabox.com/file-sharing-for-small-cpa-practices/[3/27/16, 21:29:26]
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G glefor Work
Partner

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Go gle for Education
Partner

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Google Apps for Work

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Google for Work IChrome

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Google for Work IAndroid

aBIZinaBOX and Workato - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/platform-integration/abizinabox-and-workato[3/27/16, 21:30:33]
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box.com Integrations - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/platform-integration/box-com-integrations[3/27/16, 21:33:35]
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Technology Alliance Partners
With more than 1,000 apps connected to Box, you can work with your content from
Seamlessly manage, access and share information across multiple solutions. Here
featured apps that integrate with Box today.
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Apps and integrations | Dropbox Business
http://cpaplatforms.abizinabox.com/home/platform-integration/dropbox-for-business-integrations[3/27/16, 21:36:25]
Premier Partners extend the power
of Dropbox
With hundreds of thousands of app integrations
already leveraging the Dropbox Platform, we are
committed to working with our Premier Partners in
delivering powerful technology solutions.
Productivity & Collaboration Security & Administration
Documents Communication Workflows & Utilities Project Management Multimedia & Development
Features Pricing Learn more Contact sales Try it free

Microsoft Office is the
productivity tool used by
over 1.2 billion people.
Office 365 users can open
documents from the
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in Office on phones and
tablets.
Learn more
Adobe Acrobat is the
number one solution for
viewing and editing PDFs.
With over 18 billion PDFs
stored in Dropbox, the
integrations between
Dropbox and Adobe
Acrobat on desktop and
mobile will allow users to
easily open PDFs from
Dropbox and edit them in
Acrobat.
Learn more
DocuSign lets you sign or
send documents, get
signatures in person,
monitor signing status, and
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Scanner Pro transforms your
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Your documents aren’t always at your office. Whether you need to scan a contract
over lunch, sign an invoice at the airport or track contracts and receipts on the
subway, Dropbox makes it possible.

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Google Drive Integrations - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/platform-integration/google-drive-integrations[3/27/16, 21:39:40]
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Google Drive Integrations - Professional Services Platform
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Runs Offline
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Screen Shot 2016-03-26 at 8.45.25 AM.png 1,493×578 pixels
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Auto mate your apps using
Worka to recipes
No coding requ ired.
W hen • Accoun t is created or updated:
If corresponding Gl:)Customer exists. update it. If not, create it.
And create D·i:lfbf

Screen Shot 2016-03-26 at 8.45.39 AM.png 1,410×995 pixels
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Why We're Different
IMMEDIATE RESULTS FOR LESS
Your app integrations will be up and working in
minutes, not months, at a fraction of the cost.
COMPLEXINTEGRATIONSMADEEA V
Easily enable powerful automation of business
worktlows and tasks across apps.
I
SECURE & TRUSTED
Enterprise-grade, SOC 2 security, and a proven
cloud platform with 99.99% uptime.
I

Screen Shot 2016-03-26 at 8.46.03 AM.png 1,137×1,288 pixels
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AutomateTasksAcross 100+ Apps
We integratewith yourbusinessappswithoutrequiringintegrationdevelopers.
mmmSalesforce QuickBooks Eventbrite Xero lntacct Zendesk ServkeNow Dorusign Google Sheets Mailchimp
m• PJJActive RegOnline AirRE:GI Apttus BambooHR Basecamp Bill.com Bo BrickFTP CapsuleCRM Chargify
Click& Pledge Concur Deputy Drop box Evernote Expenslfy racebook Fairsail Feedly Fina nclalForce
IIrorce .corn FreshBooks Freshdesk tnllContict GitHub Gma[J Google Catendar Google Crn1t:aci:s Goombal GotoWebihar
HlpChat. HubSpot Infusionsoft lnsiglitly ln:stagram Intercom JIRA JobScience Jobvite Ken.andy

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LinkedIn MarkettJ Mixpanel Namely NatlonB1.11fder Net:sulte Pfpedrive Product Hunt. Pron±ofonns QuickBase
m• • ma mReplkon RevelSystems Sa-geU~ Salesfo rce second. ,. ServiceMax Service MB Shop"fy Showpad Slack SJackWorkbot
• IISteelBrick Stripe SurveyMonkey TaskRay Trndeshlft Trello TSheet.s lwilio Twitter Utilities
n mn III m111

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Dr l<eSoftwar Products Service&Learning Build Your Practice Resources About Us
SecureFilePro
Sendand receiveclient documents
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SecureFilePro™isasecureclient fileexchangeweb portal, letting you andyour c ients exchangeconfidential docurients securelyand conveniently.Spern
esstime printing,faxing,emailingor mailing returnsandother documents.Just upload PDFs,and letyour clients accessat their convenience.
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Uploading,downloading,renaming,and deletingfiles lssimple, obviousand quick.
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Free far 14 davs s99s J s99 9s $29 95 I s299 9s

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- - ~ ~ • - · - ' ~- J -
monthly ye;,rly monhly y~artv monthly I vear1y
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Storageupc1citybased on an estimated averagedocume111sizeof250 kb.
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Screenshot 2016-03-27 13.26.47.png 2,194×720 pixels
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Cirrus Files connects folders and flies in Google Drive to standard and custom objects
in Salesforce. Cirrus Files supports all file types including Google Docs, and all objects
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Get all the benefits of Google Drive including collaboration and storage, and connect
all your folders and flies to your customers in Salesforce! By using Google Docs, you
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1rr s

Screenshot 2016-03-27 13.26.34.png 2,112×784 pixels
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Gmail,GoogleDrive&Salesforcein One SeamlessWorkflow
View, Share, Upload and Collaborate in Google Drive from any Salesforce Object with Cirrus Files

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Protection of SaaS App Data - Backupify.com - Professional Services Platform
http://cpaplatforms.abizinabox.com/home/abizinabox-apps-for-solo-practitioners-small-cpa-firms/abizinabox-advanced-data-protection-options/protection-of-saas-app-data---backupify-com[3/27/16, 21:43:16]
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http://cpaplatforms.abizinabox.com/home/abizinabox-apps-for-solo-practitioners-small-cpa-firms/abizinabox-advanced-data-protection-options/protection-of-saas-app-data---backupify-com[3/27/16, 21:43:16]
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