Accountant Data Transfer
Sharing your accounting file with your accountant while you work. Let your accountant review and edit your accounting file remotely while you continue working. Talk to your accounting professional about this time-saving service today!
Key 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*.
- Your data is secure, encrypted and password protected so only you and your accountant can access it.
- The service is free for accountants' clients.
Key benefits for accounting professionals
- Support multiple clients in the same application:
- Receive client files easily and securely.
- 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, creating invoices or making payments.
- Update your clients’ files with your changes seamlessly.
- No versioning issues:
- Make adjustments to your clients' files without worrying about what version of Office Accounting they use. The service automatically takes care of version control issues for you.
Accountants who want to take advantage of this service should sign up for Office Live Premium.
Once signed up, your small business clients will be able to upload their files to your secure
shared workspace and you will be able to modify the file while they work.
* Note user limitations.