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?
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.
The most flexible portal on the market
It doesn't matter how complex your client's business is - MYOB Portal has the flexibility to help you meet their needs. Even if that means multiple signatures on one document.
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.