Accountants Program

Created: 2014-06-26
Last updated: 2017-09-08

Post view count: 2173

At InvoiceOcean we help accountants communicate with their clients more efficiently and work closer than ever.

When you join the Accountants Program, you can allow your clients free remote access to their documents and reports through InvoiceOcean Client Panel as a part of your service. 

In order to enable the Client Panel, go to;

  1. Settings > Account settings > Enable Client Panel. 
  2. Now go to Client details and click See more options > URL panel
  3. You will be redirected to a page with that client's documents.
  4. Simply copy the URL (the link) and paste it to your client.

That way your clients have access to their documents under your account which makes the workflow more efficient. 

 

If you wish to join the Accountants Program, contact us.

 


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