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The collaboration portals you've created enable you to interact with your clients more closely and securely.

 

Your clients will receive emails from you when you:

  • share documents with them to view or file
  • require digital approval of documents
  • create a general task for your client (one that may not be associated with a document).

Help pages

Children List
CP:About your portal
CP:About your portal
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Portals
Portals

MYOB Practice home

 

 

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  Get started

  Clients

  Client files

  Tasks

  Documents

  Tax

practiceSolutionsHelp
Accountants and Partners
Practice Online
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This help is a guide only, provided in accordance with our legal disclaimer . For tax or accounting advice, consult the relevant tax authority or regulator.

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