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