Just these help pages, not phone support or the product itself
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Do not delete this page - MYOB Practice navigates to it from within the product
Work together with your clients
The portal in MYOB Practice is a secure online space to collaborate and interact with your clients.
Share documents with your client so they can comment on and approve the documents. (Digital signatures). These can be tax returns or activity statements that might need their approval.
Assign tasks to your client with instructions and they'll receive an email immediately for further action.
Jane is refinancing her business loan and her bank has requested that she provide them with a number of documents in order to secure the loan.
As her accountant, you're able to add the bank as a contributor to Jane's portal so that they can access the documents that they need. The bank won't have access to the whole portal, only to the documents that you share with them.
This will save you time and resources in photocopying the documents and mailing them to the bank; and the bank can access the documents immediately speeding up the loan process.