Small and Medium Enterprises (SMEs) using myob software can access their client files and check data through several methods, depending on the MYOB product they are using.
Here's how they can typically access client files:
-
Cloud-Based Access (Online Files):
- If the client file is stored in the cloud (MYOB AccountRight Live or MYOB Essentials, Business), SMEs can log into their MYOB account using their credentials from any device with an internet connection.
- They can find the client file in their account dashboard, provided they have the necessary permissions and access rights.
-
Offline Access (Local Files):
- If the client has shared a local file (desktop version of MYOB AccountRight), SMEs can access it by opening the file on a computer where MYOB is installed.
- The client may need to provide the file and relevant access credentials, if required
-
Invitation as an Advisor:
- SMEs can request their clients to invite them as an advisor or collaborator such as an Accountant or Bookkeeper, Admin user on their MYOB file.
- This is particularly useful in cloud-based versions, where advisors can have defined access privileges to assist with checking and managing data.
-
Access via MYOB Portal:
- Some versions provide tools like MYOB Practice or MYOB Portal, which allow accountants, bookkeepers, or SMEs to access client files directly, simplifying collaboration.
It's important for SMEs to ensure they have the proper authorization from their clients for data access and adhere to privacy and confidentiality requirements outlined in relevant agreements or laws.
Comments
0 comments
Article is closed for comments.