Frequently Asked Questions
Below we answer some questions you might have at this stage.....
Below we answer some questions you might have at this stage.....
The client portal is a secure system hosted in the cloud. It is accessed at the front end via a website/webpage when the client logs in.
This login will direct the client to their own specific private and secure directory where they can easily access and view or download reports, forms and payslips
Client portals enable a self service methodology for clients. They can access their payroll reports at will whenever they want to see information, not only the current month but going back from the month of our engagement onwards. This means that they enjoy convenience.
Yes, the client portals are compliant with GDPR regulations
Yes, the front end can be totally customised for your Practice and can contain whatever information you wish. It can, if you require, be a fully functioning Payroll website used to market and attract clients.
The Front End Website will usually follow a logical name. As an example, if you are ABC Accountants and have your practice website as abcaccountants.co.uk then the Front End website would be something along the lines of abcaccountants-payroll.co.uk
Any practice staff member can be given global access to all client payroll folders through the portal via their own login credentials. They can also have desktop access to all folders which will appear on their hard drive (or via a shared network drive if that is the set up) in the same way "dropbox" can be used. A seamless and convenient experience
The reports and payslips are stored in pdf format. Exactly as they are produced from Moneysoft Payroll Manager.
By default the Client Portals are for access at the employer level by authorised employer personnel. The system can, however, create a custom built employee portal at client level which might be suitable for larger clients who have more employees.
If you wish to continue doing that via Moneysoft for some or all of your clients then sure carry on. By default all clients are given their own access to their client directory. But if a client wants reports and payslips emailed to them too then that is no problem. But if they get into the habit of using the portal, they will soon enjoy the convenience of self serve and will see that they can access older reports too.
Absolutely. A secured and password protected online portal is GDPR compliant from the Practice's point of view.
No, there are TBs of data storage at your disposal and you can store as many reports and information without concern.
Yes, if you want us to develop a portal for you to be used Practice Wide for delivery of accounts and correspondence, we can implement this for you as a side project.