Client Portal
Our secure client portal gives you 24/7 access to your financial data, reports and documents — keeping everything organised, accessible and up to date.
Access your files anywhere, any time.
Access your files instantly from all your computers, mobile devices and the web. Work from home, from the office or from the most idea-inspiring places on the planet.
Share and collaborate securely
Centralized folders that Managers, Board Members & Bookkeeper can easily access. Manage permissions to ensure only documents can only viewed by authorized staff at all times..
Keep your work safe, secure & private.
Includes groundbreaking privacy protection features, enterprise grade infrastructure and certification with worldwide security & privacy regulations.
Share files & folders
Securely send files to managers & board members for approval.
Control Access
With passwords, expiry dates & more. Send a copy of financials to committee for meetings.
Unlimited file sharing
The people you share with get instant access, no account or software required!
Team access to centralized shared folers, documents & files
Without the hassle of servers & Emails.
Set user permissions
We set user permissions to ensure your data is secure & not able to be edited.
Complete oversight
With activity logs we can monitor activity to keep accounts secure.
All data is synced
Access from computers, laptop, tablet & mobile devices. Includes Windows, macOS, IOS &Android.
Enabled from home
From the office or anywhere in the world with internet connection.
CloudFiles
We store all your files in the cloud. You may access & download all your data whenever you like.
Protect your files
We regularly back your date to protect against hardware failure & human error. With ability to rollback any file to any previous date or time.
Never lose a file again
with centralized, real-time backups that make it easy to recover & restore deleted files.
Windows & macOS Desktop integration
Allows you to use all the desktop productivity apps you use everyday, with everything always synced.
Microsoft Office 365 integration
make it easy for you to open, edit your documents virtually from and device.
