See all your clients in one, easy to use portal
Leading accountancy practices use AccountsIQ to support clients who have outgrown SME accounting packages, such as Xero, Sage 50 and QuickBooks. For example, many of our Accountant Partners refer us as a ready-made solution to clients who have more complex finance, consolidation and reporting needs. Others use AccountsIQ as part of their outsourced services offering and we even have accountants who use us to manage their own practice accounts.
Our Accountant Partner Programme is designed to give all our Partners the flexibility they need to manage and grow their practice. Now, we’re thrilled to announce the launch of our Partner Hub. With this new tool, every Accountant Partner has their own segregated AccountsIQ portal. This makes it quick and easy for you to set up new client accounts.
Here’s a sneak preview of how it will look.
Why choose AccountsIQ’s Partner Hub
- Intuitive and easy to use, making your practice more productive
- Switch seamlessly between different clients without having to log in each time
- Add and manage your clients and users on the AccountsIQ platform
- Enhanced security. Each of your clients has its own segregated database and you can set up access controls for your practice users
- Easier reporting. You can now classify accounts by ‘Status’, such as ‘Demo’, ‘Onboarding’ or ‘Established’, to gain a greater understanding of your clients’ needs.
We have designed all these features to meet the needs of busy, growing accountancy practices. They will help your team service clients efficiently and securely.
Want to know more?
Book a slot with our Head of Partnerships, Mark Hollingworth
To find out more about setting up your AccountsIQ Partner Hub book a slot with Mark . He’s also happy to discuss the different ways accountants can work with us through our Accountant Partner Programme.
