Bluevine, a supplier of banking options designed for small companies, has launched Accountant Function and Accountant Dashboard: its first set of enterprise banking options designed particularly to assist accounting professionals extra simply serve their small enterprise clients.
With the Accountant Function, small enterprise homeowners utilizing a Bluevine Enterprise Checking account can simply and securely grant their accountants entry to chose account data by way of a devoted login. Via the Accountant Dashboard, accountants can:
- Entry all of their shoppers’ transactions from one place
- Obtain financial institution statements
- Reconcile transactions and payments
- View all related contextual data
Bluevine sees accountants as trusted companions for small enterprise homeowners with a vital function in guaranteeing the monetary well being and development of small companies. But, many spend vital effort and time monitoring down the monetary data they should assist their shoppers, typically counting on every shopper’s on-line banking account data to entry information. This creates an expertise rife with friction and safety issues.
Designed to enhance effectivity and shopper providers for accountants and bookkeepers, a safe login to the Accountant Dashboard generates single-pane view entry to all shopper dashboards and presents toggling between shoppers for all related banking data and bulk assertion downloads.
Earlier this yr, the corporate unveiled new account options, together with Account Entry, Payments Administration, and QuickBooks integration. Plus, Bluevine Enterprise Checking lets clients earn 1.5 p.c curiosity in the event that they meet a month-to-month objective, providing rewards that mirror how small companies use banking options and maximize the influence Bluevine has on enterprise development.
To study extra about Bluevine’s providers for small companies and their companions, please go to www.bluevine.com/accountants-and-bookkeepers.