Link My Books
Stand: C12(Floor plan)
Accounting automation & practice management
Digital Finance Show
Accountant Portal - Channels
The Channels tab show your client's your accounting connection up top and every connected sales channel below.
Other products & services
Accountant Portal - Home Page
Accountant Portal - view and access every ecommerce client, fix issues fast, view urgent tasks, close the month on time.
Accountant Portal - Overview Tab
The Overview tab tells you, channel by channel, exactly what's needed to close the month for each of your clients.
Accountant Portal - Reporting
The Reports tab turns your client's Link My Books data into a branded financial report you can send to your client.
Accountant Portal - Billing
The Billing tab breaks down what each client costs, what's driving their plan, and where their billing is heading.