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.

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24/7

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

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Customer Account

Customers can directly update their contact and user access details, as well as view their historical documents, balances, payments and more.

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On-line Ordering

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

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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

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.

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.

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

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

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.

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

Through the self-service portal customers can see their historical documents and transactions, as well as due dates, and amounts due.

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. 

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.