Standardised configuration, reporting and simplified workflows allow you to spend more time focused on clients
Collaborate with MYOB Portal
MYOB Portal is an online collaboration platform that lets you securely share documents and take digital signature approvals from your clients, even when they’re mobile.
Existing MYOB customers click here.
Slash your turnaround times
MYOB Portal allows you to work more closely with your clients direct from MYOB practice solutions. In this video, SHB Business & Wealth Advisers partner Brendan Drummond talks about the efficiencies he's finding by using Portal with his clients.
Why choose MYOB Portal?
MYOB Portal allows you to collaborate with your clients in real-time.
Wherever they are, and whatever device they use.
Spend less time chasing approvals
No more waiting for hard copies. MYOB Portal lets you send documents securely to clients without leaving your practice solution suite.
Collaborate with clients effectively
MYOB Portal has the flexibility to help you meet your client’s business needs. Even if that means multiple signatures on one document.
Collaboration on any mobile device
MYOB Portal works with MYOB Accountants Office and Accountants Enterprise to collect digital signatures from your clients on any devices with an internet browser.
Style MYOB Portal your way
Personalise your Portal communications with your own branding, colours and logo. Connect with clients your own way.
Integration with MYOB Document Manager
Get even more from MYOB Portal with integration to MYOB Document Manager including your existing approval workflows. Publish to MYOB Portal direct from MYOB Document Manager.