Customer Self Service Portal

Empower your customers with easy-to-use help desk software

A customer self-service portal to help you succeed

Create a customer self-service portal experience that reduces customer support questions directed towards your company. Deliver greater value to your customers with 24/7 access to their financial statements, support cases, contracts and more.



Available online at any time, customers can access the portal whenever they need to without needing to phone or email customer support.


Customer Account

Customers can directly update their contact and user access details, as well as view their historical documents, balances, payments and more.


On-line Ordering

Speed up order processing by allowing resellers and business partners to view inventory and place orders directly.


Document Sharing

Share marketing, educational, and FAQ materials in a secure location available to all customers.

Important features of the MYOB Advanced customer self-service portal

Customer Self-Service Capability Toggle Section

Give your customers ease of access to the information they need, when they need it, with a self-service portal. They can access account information, create and manage support cases, and create and track online orders, without even needing to call your service personnel.

Case Management Toggle Section

Let customers view the cases they have submitted, track their progress, reopen closed cases and provide additional information with case management that seamlessly flows into your software.

Up-to-date Pricing and Inventory Details Toggle Section

Connected directly to your overall database, you can be sure that your inventory and pricing is always up to date.

Self-Update of Customer Information Toggle Section

With online self-service access to their account information, customers can view and update their address and contact information at all times.

Online Ordering Toggle Section

Browse inventory and place orders online at any time. Your customers can even track the order status, shipment, and view the invoice all from their customer portal.

Document Sharing Toggle Section

Share your documents and important information with customers in a secure location, without needing to build a separate webpage.

Financial Overview Toggle Section

Through the self-service portal customers can see their historical documents and transactions, as well as due dates, and amounts due.

Online Catalogue Toggle Section

Control which products are visible to each user in your online catalogue and what information and images that user sees, as well as what warehouses products are shipped from. 

Knowledge Base Toggle Section

Host and support information to help customers troubleshoot their issues and find resolutions. With articles created and published by your support professionals, you can ensure that your customers can find the answers they need for any of their FAQs.