Getting to know MYOB Portal
29th April, 2015
MYOB Portal helps you get on with what needs doing by getting you what you need when you need it.
If you’re anything like me, you think of the best lines to win an argument long after that argument’s ended. Or you come up with the best gags for a given situation sometime after bedtime. The line that opens this post popped into my head as a response I should have used when describing the value of MYOB Portal to an accountant a day or so previously. Oh well, perhaps she’ll read this post.
Ironically for me (and my slow responses), the key to MYOB Portal’s value is its ability to help you get a faster response.
Or, in the case of Ben Muller from Muller Accounting, its ability to attract new clients:
“The feedback from clients is great so far and one even recommended me to a friend just because I have the portal!”
What is MYOB Portal?
At its core, MYOB Portal gives you the opportunity to share documents and request information from your clients much, much quicker than via traditional communication methods. That’s because you can send the documents straight from Accountants Office or Accountants Enterprise, and your clients get an instant alert on their smartphone. No longer do you need to wait for your client to open her emails at the end of the day – your request is seen immediately and (hopefully) responded to just as quickly.
MYOB Portal is initially going out to users of MYOB Document Manager in April and May 2015. Later this year it will be made available to all Accountants Office and Accountants Enterprise subscribers. There’s no extra cost for the service – it’s all part of your subscription.
Here’s a video of accountant Andrew Kristallis talking about the value he sees in MYOB Portal.
Portals are not new to the industry, of course. The technology has been around, in one form or another, for a fair while. However there are a couple of goodies we’ve added to MYOB Portal that makes it pretty special.
Electronic signatures
The electronic signature feature means end-of-year financials no longer require a physical signature. I repeat, end of year financials no longer require physical signatures. That’s a whole busload of timesaving right there, am I right?
Multiple portals
In an industry first (to my knowledge), your client can have multiple portals to suit their unique business structure needs.
For example, Natalie is an accountant. She has two clients – Paul and Shaun. Paul and Shaun are individual clients in their own right, and each therefore have their own individual portals. However, they also have a business together, and that business has its own portal.
So Paul has one portal that only he can access. Plus, he has a portal that both he and Shaun can access for the business they own together.
Which means that the portal works the way your clients work. No workarounds involving different emails or account details. By the way, those portals all live under the one login for Paul. He logs in once and can access all the portals you’ve created for him. Easy.
Take a look at the website for more information.
Want to get involved?
If you’re a Document Manager user, talk to your MYOB Client Manager to get started today.
If you’re not a Document Manager user, but would like to register your interest in joining the beta program, send an email to the MYOB Portal team.
There’s a discussion thread on the MYOB Community forum as well: one for MYOB AE users and one for MYOB AO users.