Sharing your accounting files just got easier

Do you spend hours sending CDs, portable drives and paper reports of financial data to your accountant every month? Do you wish you could continue working in your accounting system instead of being locked out while the accountant makes adjustments and changes? The Office Live Collaboration service enables you to share your accounting file with your accounting professional so she/he can review and make any necessary changes while you continue working. Save time and money. Sign up and talk to your accounting professional about this valuable service today!

Benefits for small businesses

  • No files to back up, CDs to burn or reports to print.
  • File transfer is as easy as Click and Send.
  • Continue working while your accountant reviews and makes changes to your file. Changes are automatically updated to your file*.
  • The data is secure, encrypted and password protected so only you and your accountant can access it.
  • The service is free for accountants' clients.

Benefits for accounting professionals

Support Multiple Clients in the same application
  • Receive client files easily and securely.
  • Access and edit multiple client files from a single dashboard.
  • View specific reports for any client company without closing the file you are working on.
Seamless file transfer wizard
  • Prompt clients to send files with specific cut off dates
  • Make adjustments and closing entries to your clients' files without interrupting their ability perform everyday tasks like running reports and creating invoices or making payments.
  • Transmit changes to your clients for seamless updates to their files.
No versioning issues
  • Make adjustments to your clients' files without worrying about what version of Office Accounting they are running. The service automatically takes care of version control issues for you.
* Note user limitations
 
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