Bluevine, a supplier of banking options designed for small companies, has launched Accountant Position 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 Position, small enterprise house owners utilizing a Bluevine Enterprise Checking account can simply and securely grant their accountants entry to chose account info by way of a devoted login. Via the Accountant Dashboard, accountants can:
- Entry all of their purchasers’ transactions from one place
- Obtain financial institution statements
- Reconcile transactions and payments
- View all related contextual info
Bluevine sees accountants as trusted companions for small enterprise house owners with a vital function in making certain the monetary well being and development of small companies. But, many spend important effort and time monitoring down the monetary info they should assist their purchasers, typically counting on every consumer’s on-line banking account info to entry information. This creates an expertise rife with friction and safety issues.
Designed to enhance effectivity and consumer providers for accountants and bookkeepers, a safe login to the Accountant Dashboard generates single-pane view entry to all consumer dashboards and presents toggling between purchasers for all related banking info 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 % curiosity in the event that they meet a month-to-month objective, providing rewards that replicate 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.