CustomBooks™ Product Perks: July 2024 - Portal

AccountingSuite™ Product Perks: July 2024 - Portal

Your AccountingSuite™ Portal is more than just a place to access your accounts. Did you know that you can browse email logs, create new accounts, view information on Cloud Banking transactions, and view charts and graphs?


We’ve packed a whole lot of features in there!

  • Add Clients

  • Invite Clients

  • Notifications, Inbox, Account, Profile, Help, Contact us

  • Account list

  • Subscription Status

  • Dashboard - graphs

  • Bank Statuses

  • Pay Now, Manage Plan (upgrade/downgrade) and Email logs

  • Playgrounds - users can try different editions with preloaded test data


Watch the video to learn more ways the Portal can make your life easier!