OLi for Clients

Features OLi for Clients

Easy-to-use Platform for Accountants, Bookkeepers & Accounting FirmsSimplified and easy-to-use platform for accountants, bookkeepers and accounting firms.You can monitor your task, update and chat with your clients faster, and keep everything organized in a single workspaceBefore OLi:1.
Missed Deadlines2.
Slow Transcription of Documents3.
Disorganized Manual ProcessAfter OLi:1.
Real time tracking of Projects - You can quickly see what work is being done, who’s doing it, and when it’s due.
All in one easy-to-understand flow2.
Online transmissions of documents via mobile & web - Clients can now send documents using their mobile phones.
Plus, you can remind them automatically and chat with them instantly.3.
Everything in one place - Your team can access documents, communication, emails,notes and information in one place anytime, anywhere.