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Setting up your portal 
Portals

Make collaborating with your clients easier!

Tasks 
Tasks

Include your clients in your practice workflows and track the tasks you've created for them.

Documents 
Documents

Share documents with your clients, and see all the documents you've sent and received.


 

What is MYOB Practice Online?

It's a new online collaboration tool that allows you to work more closely with your clients. Improve efficiency in your practice and build stronger client relationships by bringing your clients into your practice workflow.

  • Transfer documents to clients securely direct from the Documents tab or using Share It
  • Spend less time chasing clients for document approval, thanks to built-in digital signatures 
  • Use your practice logo to brand your client portals
  • Your clients can approve documents electronically while on-the-go!

 

 

 

 


 

Getting started

It's quick and easy to get started. Start by setting up the portal preferences and then create portals for your clients.

View the workflow overview for some ideas of what you can do in the portal.


 

Collaborating

Sharing documents and taking client approvals is easy and secure because Practice Online integrates seamlessly with your Documents tab and the Share It feature.

It's easy for your clients too, as it's mobile optimised for use anywhere, anytime, on-the-go.


 

Tax

Simplify the way you manage your returns – create, edit and lodge all your returns online!

Once you get started, you can use Tax online to:


 

Accounting dashboard

View and manage your client's data in real time and:

  • have a single place to manage all your client's MYOB online and AccountRight classic data files
  • have a simple and easy way to create new Essentials or AccountRight businesses
  • filter by client, subscription status and product type
  • easily launch Essentials and AccountRight files
  • easily migrate from AccountRight classic to AccountRight Live.


 

Practice Manager

Access your client contact data online anywhere, anytime. Plus you have visibility of real-time WIP and Debt balances at the individual client level, Partner/Manager views and the overall Practice position.


 

Support

If you need any help getting started, read this help or contact your MYOB Client Manager.