Your accountant has probably developed a unique system in order to manage the tasks, deadlines, and documents associated with each client. You might say that they have turned staying on top of things into a science. But what you might not know about the multiple tools used by your accountants to track your work; it’s overwhelming and there’s always that nagging fear that something will fall through the cracks.
We’re excited to announce the launch of our practice management feature that helps your accountant streamline the communication you have with them securely. These new features mark the start of end-to-end practice management solution designed with you, the small business in mind. From being able to easily manage workflow to offering better, more streamlined communication between you and your accountant, these practice management features will ensure that you make the most of the relationship you have with your accountant.
What you’ll see in QuickBooks
All of your requests live in your “My Accountant” tab in their QuickBooks Online account. Left nav new tab within QB..three benefits
You’re able to respond to your accountant’s requests and share documents securely inside QuickBooks. Rest easy knowing your sensitive information is safe.
You can also view and track your accountants requests in one place, ensuring that you’re both aligned on what the main priorities are in your business. No more trying to reconcile a paper trail of messages.
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Benefits for your accountant
In addition to communications between you and your accountant being better than ever than before due to these practice management features, your accountant now has a number of benefits which they’ll see the next time they log into QuickBooks.
Effortlessly manage workflow
Your accountant can create and assign jobs and tasks to your business right from within QuickBooks, which boosts efficiency and gets the right thing done at the right time.
Your accountant can check the status of jobs and tasks in real time. Sorting by client or team member makes it easy for them to track progress on any activity.
The job details can be updated and edited in seconds, straight from the dashboard, reducing double entry and ensuring only one master copy is available.
Accountants can now streamline their communciations with practice management
Accountants can send messages to you, whilst sharing important documents securely, directly within QuickBooks, making it easier for you to get the information how you want, when you want it.
Your accountant can track the status of document requests and messages at a glance within their dashboard.
One central QBOA client list provides your accountant easy access to all shared documents, in each of your details.
Your Accountant can access Practice Management tools on-the-go via their mobile device
Now, your accountant can work securely, anywhere, anytime with full access now available on their mobile devices, enabling to work faster and more efficiently with you and your business.
We’re just getting started. Our QuickBooks team is dedicated to providing your accountant with a fully integrated, end-to-end practice management solution that will allow your client information to be managed across all services (including accounting, bookkeeping, and tax) from directly within QuickBooks Online Accountant.
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Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.
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