You can access your business or company page by logging in using your allocated username and password.
When you login you will see a menu item under Client & Accountant Login with your business or company name. Click on the menu item to access your business or company page. We can also set your tax agent / accountant up with access. That page is only available to those who have been given authorised access.
You will be able to access:
Dropbox - Share Files
Dropbox Link The password to this demonstration folder is Demo. You can view and download files from client folder. You can also upload material to your client using your free Dropbox Account. Watch What is Dropbox (1 minute 7 seconds). You can upload files including PDF files and photo images of receipts and other documents using your smart phone.
If your prefer you can use our own document file management system or Google Drive
Project Management - Monitor Progress
You can log into Producteev to monitor your project and communicate with notes to specific tasks. You can also link to files in the Dropbox folder. Watch the "how to video" (2 minutes) from Prodcteev. There is also a video tutorial (4 minutes). The login username for the demo Producteev account is demoATanytimeanywherebookkeeping.com replacing AT with @ and the password is Demo100 .
Access your latest statement with us HERE
Time Incurred - Work in Progress
Access your Time Incurred but not billed or Work in Progress Report BELOW If your browser does not permit Iframes CLICK HERE. You can change the period covered in the report or download (export) the report as PDF, CSV or XLS. The report will only show unbilled time.