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Cloud Based
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Powered by Automation
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Invoicing
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Bank Reconciliations
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Data Migration
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Expenses Management
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Inventory Management
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Optimal Financial Reports
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Role-Based Access Control
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Automate Bank Feed
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Intelligent Dashboard
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Client Management Portal
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Flexible and Secure
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Hassle-Free Accounting
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Free 10GB Cloud Storage
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Mobile App
Reduce instances of "forgot password"
While passwords help to protect your system, remembering multiple passwords can be hard. With single sign-on, you can streamline the process of signing on and using HostBooks accounting software.
Access all the right tool and apps
Businesses are relying on more and more apps just to get their work done. Single sign-on (SSO) in HostBooks provides easier access to all the tools and apps needed to meet accounting needs.
Lower IT-related
costs
With the client management portal, you can effortlessly manage your team members access to our accounting software without troubling the IT team. You might even save money spent on IT costs.
Easy to set up and
collaborate
You can easily invite new users to the HostBooks cloud accounting software, while also giving them access as a manager, auditor or bookkeeper for seamless collaboration.
Boost productivity and
save time
Easily access all the resources that you need from one convenient portal, saving time and enhancing your productivity. This allows you to put more time into growing your business.
A rundown on how HostBooks
client management portal benefits you
Ensures convenience by providing all the resources at a single place
Promotes better security and compliance
Lower IT costs while improving overall efficiency
Reduces the need to remember multiple passwords
Improved usability to do more in less time
Want to simplify your accounting experience?
Get in touchFrequently Asked Questions (FAQs)
on Client Management Portal
What is client management portal?
The client management portal in HostBooks accounting software enables users to access everything they need from a single convenient location. This allows them to seamlessly access multiple businesses using one set of username and password credentials. Meet all accounting needs under one login.
What are the benefits of client management portal?
Client management portal with single sign-on authentication streamlines the process of managing business finances, while also eliminating the need to remember multiple credentials. Moreover, SSO makes it easy for you to log in to and use HostBooks online accounting software, improving efficiency and saving time spent on accounting tasks.
How to invite news users in HostBooks accounting software?
After logging into the accounting software, you will need to click on the User Management option. Then, enter the contact details of the new user such as first name, last name, and email address. Next, select the business for which you want to give access to and then you can select the user's role like Manager, Auditor or Bookkeeper.
What are the applications available in HostBooks?
Our accounting software can be integrated with some of the popular apps like Avalara, Yodlee, Stripe, and Execupay. This not only helps you to save time but also allows you to run your business effortlessly.
