One place for all your client documents.
All for £230 a year
Allow your clients free remote access to their accounting documents and reports through InvoiceOcean Client Panel. By offering this innovative solution you can collaborate more efficiently. It is particularly helpful during periods of intense activity, both for businesses and accountants, by the end of the tax year. Your clients will be relieved and save time on otherwise having to exchange the documents.
It's simple. In order to add a client to your InvoiceOcean account, log in and add a new company in main menu. Click on settings, then company / department. From here you can add your clients.
For each company you can create a user who will have access only to their data. Primary user (eg. Accounting office) will have access to every company's invoices and reports. Each company can be managed using the same login and password and switched easily using the top menu.
Wondering what your client will be able to see after receiving access to your account? You can determine user roles by giving them access to specific departments or full Admin privileges.
New, unified InvoiceOcean for Accounting Offices pricing lets you enjoy all of the available standard features with unlimited possibility of adding new clients.
Do you run an accounting office and have a good relationship with your clients? Great.
All you need is efficient document sharing without the need to keep sending them back and forth.
Features | *£230 / year |
---|---|
Number of supported companies / clients | pricing |
Storage of expense scans | |
Data export to accounting softwares, e.g. Raks SQL, CDN Optima and Symfonia | |
Unique domain | |
Companies can log into the software from your website | |
Individual and collective company reports | |
Every company has access to their invoices (as separate users) |
Number of supported companies | *£230 / year |
---|---|
10 accounts | £230 / year |
20 accounts | £390 / year |
30 accounts | £540 / year |
40 accounts | £660 / year |
50 accounts | £860 / year |
100 accounts | £1480 / year |
*Price for up to 10 client accounts on the Professional plan