Chico, California, Accounting, QuickBooks, LeAnn M. Andrews, CPA & Associates, CPA, QuickBooks ProAdvisor
Client Portal:  


We have launched a new on-line QuickBooks and document hosting option for clients.  Please see this link for more information and a video demo.  This new service will allow you to sign into an on-line portal through our website (or via a shortcut on your desktop) that will take you to your own e-dashboard that will house the QuickBooks program (with your data), as well as hosted Word and Excel programs.  In addition, there are folders where scanned documents can be saved for future review, posting, and retrieval by our office or yours.

 

Advantages:

 

·         User access 24/7

·         Up and running 99.9%

·         Hosted on a secure 128 bit portal

·         Daily back-ups of QuickBooks data, scanned documents, Word, and Excel.

·         Paperless environment (saving huge costs in paper, ink, and storage)

·         Our office and yours can access folders and QuickBooks simultaneously

·         No more uploading or downloading QuickBooks files to send to our office

·         Any accounting documents (bills, invoices, payroll, banking, legal, tax) that are faxed or e-mailed to our office can be saved on-line for your retrieval or ours anytime

·         You can upload your own scanned documents from your office and save in the same folders

·         No additional IT structure (hardware or software) needed, just access to the internet

·         For companies with multi-users, each user has their own log in and password, restricting their permission to certain document folders

·         QuickBooks runs just as you normally use it now with the same log ins and passwords

 

This is truly the next step in seamless accounting support services.  Outsourcing some or all of your bookkeeping becomes even easier and more cost effective.  




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