Hi there
we have now implemeted an Advisors portal. What this does for your accountant is that is allows them to:
- Invite clients to 1place
- Brand 1place with thier firms logo
- Standardise and lock their chart of accountants for clients they invite to 1place
- single login to access all their clients accounts
In addition you can now export transactionsfrom 1place to MYOB Accountants office and APS
we are currently woring on a new look and feel for 1place , which we expect to complete by end of July
keep in touch
cheers
Martin