BankLink Notes
31 March 2011BankLink Notes is a simple solution where your clients provide additional detail about their transactions. It can be accessed online or installed as desktop software. It's ideal for clients who have computers with email access. It eliminates manual data entry for both the you and your client.
BankLink Notes - online
BankLink Notes online is convenient and easy to use. instead of using email attachments to transfer information, it is held securely online for you and your client to access anytime, anywhere. As an online solution, it also eliminates the need for your client to install any software on their computer and means any updates are applied automatically.
It works like this:
First, the accountant needs to register their practice with our BankLink Online service:
- The client receives an email alert when their accountant has requested they need more information about their transactions
- The client simply clicks on the link in the email and goes online, adds a short description about what the transaction was for, then submits it to their accountant.
- The practice receives an email alert when the information has been submitted and it's ready to be uploaded to BankLink Practice.
For more information, download our brochure or view our online interactive demonstrations:
BankLink Notes - desktop
It works like this:
- The client installs BankLink Notes on their computer
- The accountant sends a BankLink Notes file from BankLink Practice to the client as an email attachment
- The client opens the file in BankLink Notes and adds in the necessary details before emailing the file back to the accountant, who imports it directly into BankLink Practice
Contact our Sales Team for further information
