CARET Microsoft Azure Policy Statement
The following CARET Software products include the use of Microsoft products or services, including but not limited to Microsoft Azure Hosting and Microsoft Azure PaaS solutions. Where any CARET Solution identified below is used by Client as part of Client’s Subscription to CARET Products, Client agrees that Client’s Data may be stored within Microsoft Azure and hosted in a data center that meets the AICPA requirements for a SOC II Type II compliant data center.
The Microsoft Azure data center used to store Client’s Data shall be located in the United States, Canada, or the United Kingdom, depending on the business address Client provides to CARET. Where Client uses any Microsoft products or services as part of Client’s CARET Software Subscription, Client agrees that the applicable standard Microsoft terms and conditions for those products or services shall apply (found at https://www.microsoft.com/en-us/).
CARET Customer Portal
The CARET Customer Account Portal is a Client/User facing web application that lets Client/Users view account information and access self-service tools. This service is used by all CARET Clients/Users, and by CARET and its Affiliates.
AbacusMobile
Service Provided
Abacus Mobile is an abstract mobile solution for AbacusLaw by CARET, Amicus Attorney by CARET, Amicus Online, and OfficeTools Online. It provides the capability to the User to perform basic tasks and record activities from the mobile application. For example: accessing matter/file, contact/name information, and creating a note, timecard, an event, or phone call, and record information in Abacus Mobile to be synced with Client’s practice management application.
Who uses it:
Amicus Attorney by CARET Clients/Users.
Amicus Online Clients/Users.
OfficeTools Online Clients/Users.
AbacusLaw by CARET Clients/Users.
APX
Service Provided
APX allows Clients/Users to accept credit card, e-check, and ACH payments online through CARET's secure portal. Fully integrated into AbacusLaw by CARET, Amicus Attorney by CARET, Amicus Online, and OfficeTools by CARET, APX allows Clients to process credit card payments and ACH transactions securely from within Client’s practice management software.
Clients register as merchants, which enables Clients to collect payment from their own clients. This includes in-app integration for easy collection of payment methods for bill payments. Also includes integration in client portals used by our Clients’ customers. PayNow allows Clients the option to include payment link with emailed invoice for fast bill payments.
Who uses it:
Amicus Attorney by CARET Clients/Users.
Amicus Online Clients/Users.
OfficeTools by CARET Workspace Clients/Users.
AbacusLaw by CARET Clients/Users.
Abacus Cloud Products
Service Provided
Abacus Cloud products offer remote hosting of Client’s key line of business applications as well as CARET Software Products. As may be called for in any Statement of Work (“SOW”) for Professional Services, in order to migrate Client’s Data to Abacus Cloud products, Client acknowledges and agrees that Client’s data may be stored in Microsoft Azure, through the use of MSP360 Backup services. MSP360 Backup is an online backup application developed by MSP360. The MSP360 Backup software is integrated with 3rd-party cloud storage providers and supports data backup and restore for Windows, macOS, and Linux. This service is used to transfer data between Client and CARET, when migrating to or from Abacus Cloud products. MSP360 copies Client’s Data to an isolated storage account in Azure and delivers Client Data either to Abacus Cloud Products or Client's local environment.
Who uses it:
Abacus Private Cloud Clients/Users.
Abacus Core Cloud Clients/Users.
Cloudnine Clients/Users.
OfficeTools Workspace Portal
Service Provided
The OfficeTools by CARET WorkSpace Portal is designed to work together with the On-Prem OfficeTools by CARET WorkSpace software. The portal allows OTW Clients/Users to upload and receive documents, invoices, payments, and appointment requests between Client and their clients.
Who uses it?
Small - mid size tax and accounting professionals. Supports 1-150 users.
AbacusDataScienceML
Service Provided
This is a service that powers the AI capabilities in several of the applications under the CARET umbrella.
The first service provided was the capture of anonymized firm information. Firms could opt in to take part in the Customer Experience Improvement Program (CEIP), and then any documents added to the system would be anonymized and used for reference.
The service also includes the auto tagging of documents, auto-summarization of documents, and OCR text extraction of documents.
Who uses it?
Amicus Attorney by CARET Clients/Users are able to share anonymized documents.
Amicus Online Clients/Users are able to share anonymized documents. By default, all firms also have automated tagging of all documents as they are added to the system. This allows for easier automated categorization. Firms also have automated summarization of the contents of documents as they are added to the system. Image files added as documents can have their contents scanned for text and automatically added as a note on the document.
Amicus Online
Service Provided
Cloud-based legal practice management application that runs in secure Microsoft data center running Windows Azure. Integrates directly with Microsoft Exchange/Office 365 for all contacts, calendars, tasks, appointments & email. All accounts start with a free trial and user can subscribe at any time by entering credit card details. Automated process to handle trial creation, subscription, and purge.
LIVE site: cloud.amicusattorney.com
BETA site: cloudbeta.amicusattorney.com
QA site: cloudtest.amicusattorney.com
Help Documentation: https://amicuscloud.blob.core.windows.net/amicusonlinehelp/help/index.htm
Who uses it?
Legal Professionals. Mainly used in US & Canada.
Amicus Connect
Service Provided
Amicus Connect powers Amicus Anywhere, the browser access option for Amicus Attorney by CARET. Amicus Attorney by CARET is a client-server legal practice management application that is typically installed on-premise or within APC. Enabling Amicus Anywhere provides the ability for Amicus Attorney by CARET users to access much of their practice information via a browser. Data remains stored in firm’s local database, and Amicus Connect provides the relay service to make it accessible to users.
Amicus Anywhere: https://www.amicusanywhere.com/
Client Portal: https://www.amicusanywhere.com/portal
TimeTracker (no longer supported): http://www.amicustimetracker.com/
Who uses it?
Amicus Connect powers the Amicus Anywhere components of Amicus Attorney by CARET. This includes the lawyer-facing “Amicus Anywhere” and acts as the plumbing for the Mobile App. Amicus Anywhere also handles the Client Portal, so a law firm’s clients also take advantage of it.
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