If you use MYOB AE/AO

MYOB Practice extends the capabilities of your MYOB AE/AO software with online features that help you work easier with your clients.

You can create client portals, so you can share documents and collaborate securely with your clients. Learn more (video).

One of the key workflows involves publishing documents from your desktop software to MYOB Practice, with the view of sending them to your client for viewing or digital approval. To learn about this document integration, see Send documents from MYOB AE/AO.

You can also:

• review your online and desktop files
• analyse your practice
• complete tax returns and activity statements online (Australia)
• prepare advisory reports.

If you're an MYOB Partner

If you don't use MYOB AE or MYOB AO, MYOB Practice makes it easy for you to review and open the AccountRight files and MYOB Essentials files that you have access to.

See which months in each client file have work to do, be it allocating bank feed transactions or reconciling bank accounts. This will help you prioritise and keep on top of your work.

You can also:

• create a client record online, so their details are just one click away
• create a secure online portal for a client, so you can assign tasks and send documents for them to view. Learn more (video).
• prepare advisory reports to help a client improve their business
• prepare and lodge a client's activity statements and tax returns (Australia).