How My Business App Works
My Business App makes cloud file sharing with your clients easier. When you purchase the application package, we provide you with accountant access. This access allow you to add clients and staffs. Clients will be able to upload files using client web portal or phone app. These files can be accessed from clients inbox. Clients can view their processed reports in client folders.
My Business App allows you to share electronic documents on the go. Accountants and clients are notified when any files are uploaded.
My Business App is a feature rich application you can use to share and organise your client electronic files and reports in a very convenient way in the cloud as well as in the local.
Here are some of My Business App top features which include client management, send and retrive files through cloud sharing, organise files into folders, view prior reports, cloud to local computer sync for offline use.
Administration and user accounts
My Business App provides separate login access for clients, staff and accountants. Authorization levels can be set for clients and staff.
Client and staff accounts are restricted accounts. Accountants have full access over their client and staff data and they can view/edit their Client folders, Client details, staff details etc.
My Business App manages all files sent by client, as well as reports sent to client. Clients and accountants are able to access these files and reports at anytime.
Accountants can use folders to help them organise reports in the data base. This can be based on the type of service.
Tools for convenience
Advanced Search function provides quick access to any client files and folders.
My Business app features an easy to access GUI, where the complete list of clients and staff can be viewed in a tree structure. It also has built in search to find clients based on name, company name, email address or by client type (personal/business)
Mobile app for clients
Android/iOS app is available for clients to install on their phone. Clients can login to the app and send their files in two simple steps: i) take photo of files using phone camera ii) verify and upload.
Clients can also see their folders where the processed reports are stored from their phone app. Clients can use either the phone app or login directly from their mac/pc using any standard browser.
Allow client to work from home and eliminates travel to the accountant's office.
Clients and accountants get their documents quickly.
Better for environment because it has a smaller carbon foot print, also enhances client and accountant interaction
Transfer of electronic documents is made easy through My Business App.
- Sync function makes it easy to access clients documents from local drive.
- Phone app enables clients to scan and send their documents.
- Notifications alert clients as well as office staff of new file arrival.