By: Katherine Muniz Jun 05, 2018

Introducing Fingercheck’s Accountant Portal

At Fingercheck, we know that accountants and bookkeepers play an important role in your behind-the-scenes payroll team. However, without a clear point of access, sharing your data with them can be difficult. For that reason, Fingercheck has designed a new Accountant Portal that will allow your accountant to access your account from their own login — for free.

The portal streamlines the functions your bookkeeper or accountant has access to and makes it easy to manage multiple client accounts from one login. We’ve added our best tools to make managing your payroll delightfully simple.

How Does This Benefit You – The Customer

With the ability to have your accountant or bookkeeper log into your account, you won’t have to worry about providing them with quarterly and payroll reports. Within their own portal, they can access the important documents they need in order to manage your business.

If your accountant or bookkeeper also does the payroll for you, you can give them full access to your account in order to process payroll at a time that is convenient for them without the need to contact you for timesheets and/or other information.

About the Portal

The portal is mobile friendly and very intuitive, making it easy to manage multiple clients from one convenient login.

We’ve combined function and style by centralizing key features that are payroll must-haves. Some of these functions include the ability to run system and custom reports, like workers’ comp audits, export General Ledger files to QuickBooks, and download quarterly filing and year-end forms directly from the portals dashboard.

Within the portal, there is also access to our proprietary tax calculator which can be used to determine gross and net pay based on different factors, allowing for a projection of outcomes depending on tax withholding preferences.

Another perk of our portal is the library of helpful compliance articles we’ve included, generated straight from our blog.

Through the creation of the Accountant Portal, your entire financial team can be in harmony with Fingercheck. The best part? It’s free!

If you’re a client who wants your accountant to have access to the portal, please send an email to your account representative with your accountants or bookkeepers information and the accounts you would like to give them access to. 

Once they are set up with their portal they can log in from the main login page and based on their username it will redirect them to the accountant portal automatically when logging in. They can also access their portal by going to accountant.fingercheck.com or by finding Accountant Portal in the footer of our website.

We’re streamlining the process so that it can be as efficient as possible for you and your team. We are now working on a way for clients to invite their accountant to create a username and get access to their portal directly from Fingercheck.

Will you be using the Accountant Portal? Let us know in the comments! Don’t forget to follow us on Facebook, LinkedIn, and Twitter accounts so you never miss a beat.

Category: New Features | Payroll

Katherine is a New York-based digital writer who joined Fingercheck in 2015. She promotes Fingercheck through the power of the written word. She graduated from Fordham University with a B.A. in Communications and Media Studies with a focus on Journalism. Connect with her on LinkedIn

More Posts