Main Features of AccountsPortal
AccountsPortal is an online accounting/bookkeeping software package with many helpful features. There is SSL security protection, and the program is backed up daily at an off-site location. Because it is web-based, it offers anytime, anywhere access on PC, Mac, iPad and other mobile devices. No passwords are saved on the site, and you control the access you want the users to have with unique user permissions.
You can use your own logo for online invoicing (send invoices by email), print PDF invoice copies, schedule recurring invoices, track outstanding payments, and, if you are importing from another system, you can set up your own numbering system for invoice numbers. The program allows you to import bank statements, the automatic matching feature makes this task easily done. The Cash Flow Overview includes reconciliation status. There is a reconciliation tool, and you can have unlimited bank accounts listed.
AccountsPortal offers real-time reporting of commonly used financial statements, such as the balance sheet and Profit and Loss statement. You can export these reports to PDF or CSV/Excel file formats. Comprehensive VAT and tax reports are also available through the software. A tax history is kept, and transactions included in the VAT reports are automatically locked.
You can have unlimited users on the program, each with their own unique user permissions. Manual journal entries are possible, as well as categories for transactions. Price list items make invoicing easier, and you can add existing balances to accounts. There is also a chart of accounts included in the program, and you can export your data out of the program as well.
Who Is This Accounting Software For?
It is a cost-effective program intended for bookkeepers or accountants, or business owners of small businesses.
Plans and Pricing
AccountsPortal’s Standard plan is available at just £6.00 per month, giving you access to the entire online software through its website. If you would like to have a customized, branded version of AccountsPortal hosted on your own website, you will have to pay £10.00 to get access to the White Label version of the app. There is a free 30-day trial so you can see if the software is right for you and your business.
Is AccountsPortal Easy to Use?
The software is relatively easy to use, and customer support can be reached by email. There is documentation about the program on the site, as well as through the Help option in the program itself. The Institute of Certified Bookkeepers (PDF report) has accredited this program, ensuring that it is “thoroughly tested” and has proven to be “a robust, reliable accounting system.”
A friendly customer support member of the AccountsPortal is always just around the corner so to speak, and will be happy to assist you if any questions or problems should pop up. The site’s support section can help you find answers on frequently asked questions, while you can also immediately submit a support ticket or get help through Facebook or Twitter.