Online accounting portals are standard in today’s technology-driven business environment. However, some small businesses are still exchanging their information with their accountants the old fashioned way — either by email or by handing off hard copies of paperwork. That’s definitely not efficient for the small business owner or the accountant.
Online portal technology allows small businesses to conveniently and securely log in to their accounting firm’s website to upload files for their accountant, receive messaging from the accounting firm, pay invoices, access online small business software, and access documents, tax returns, financial statements, and other important materials.
Essentially, it’s a secure way for small business owners to connect with their accountant, access resources, and exchange information. All in real time.