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Screenshots

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Details

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GoToMyAccounts Main Features

• Auto Sync
  Automatically update accounting data in your portal without needing to do it manually.
• Customer Portal
  A place where customers can see their account details and recent transactions.
• Customer Payments
  Customers can pay their bills online, and these payments go directly into QuickBooks.
• Billing Automation
  Automatically send invoices and notifications to customers without manual work.
• Customer Dashboard
  A simple interface for customers to view their account history and manage payments.
• Customer File Sharing
  Share files with customers and let them upload files too, using Dropbox or Google Drive.
• Saved Payment Methods
  Customers can save their credit card and bank account information for easy payments.
• Custom Email Templates
  You can change how your emails look to match your brand.
• Custom Invoice Templates
  You have full control over how your invoices appear to customers.

GoToMyAccounts Benefits

• Auto Sync
  Accounting data updates automatically, ensuring everything is always up-to-date.
• Billing Automation
  Invoices can be sent automatically, so customers are always better about their payments.
• Customer Dashboard
  Customers can easily see their account history and manage payments in one place.
• Customer File Sharing
  Customers can share files easily, making it simpler to exchange important documents.
• Saved Payment Methods
  Customers can save their payment details, which speeds up future transactions.
• Custom Email Templates
  Businesses can create emails that match their brand, making communication more professional.
• Custom Invoice Templates
  Companies can design invoices to look exactly how they want, improving their brand image.
• Accept Online Customer Payments
  Customers can pay their bills online, making it quick and easy for them.

Who should use GoToMyAccounts?

• Customers
  They can view their account history and pay invoices online, making payments easier.
• Accountants
  They can automate billing and sync data with QuickBooks, making their work more efficient.
• Web Developers
  They can customize email and invoice templates to match their brand, improving customer communication.
• Graphic Designers
  They can share files with clients easily and keep everything organized in one place.
• Small Business Owners
  They can easily manage customer payments and invoices, saving time and effort.

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