Recently, it has implemented automation that is supported by artificial intelligence. Moreover, QuickBooks does not just talk about automation. This really improves work effectiveness and your ability to work with your clients. Users of QuickBooks Accountant also benefit from real-time access to all their files at any time no matter where they are.
With bank-level security and free cloud storage, you and your clients can be sure that all the data is safe and secure. You can add notes for each client and share documents in just a couple of clicks. At the same time, your client can be confident that you get access only to the information you need to, while other actions are restricted. Accountants have access to clients’ QuickBooks right from the client list. You, in turn, will receive an email on how you should go about accessing and working with this client.īeing able to work directly in your client’s account is super convenient. They can add accountant in QuickBooks by following simple steps of managing users in their account and entering your name and email in the Invite my Accountant field. Inviting you as their accountant is also a simple process for your clients. QuickBooks Accountant allows to organize and access all your clients’ information in an easy and quick way.