Share this content

Online Cloud portals

Information on cloud- based portals for accountants

Didn't find your answer?

Could anyone recommend a suitable online portal for a small practice?

We have looked a few offerings. Zendesk / Huddle/ Mydocsafe

Security and simplicity of use are key requirements

Many thanks for any advice


Replies (1)

Please login or register to join the discussion.

By Maslins
14th Aug 2019 15:48

What do you want it to do?

Eg I think Zendesk is predominantly for customer emails come in, they get given a ticket number, customer service person responds with client until ticket is resolved.

"Online portal" could mean anything...guessing you mean for saving documents, so both you and client can see them? We use Senta which is a practice management tool, so it does this, but also helps us keep track on various jobs (eg what stage sets of accounts being prepared are at etc).

Thanks (1)
Share this content