For accountants, their ability to collaborate, share information and manage access controls is paramount to their client relationships. They require real-time access to essential tools and modules, balanced with the need for controlled access to safeguard sensitive data and ensure a straightforward user experience. Microsoft’s Business Central stands out for its features that promote efficient and secure interaction between accountants and clients. It offers live access to crucial data while maintaining user convenience and data security.
A key feature that enhances this collaborative experience is the Role Centre, which tailors visibility and access based on user roles. This allows clients to set specific access permissions for their accountants, safeguarding sensitive financial information while providing necessary data access for tasks like auditing and financial reviews. This feature facilitates smooth audits, reconciliations, and financial health monitoring without manual data transfer. Additionally, clients can authorise their accountants to make necessary system adjustments, further aiding efficiency.
This controlled access is also beneficial within client organisations, ensuring staff access is limited to relevant systems in line with their roles, maintaining both security and role-appropriate boundaries.
Business Central streamlines collaboration by allowing direct attachment of key documents, such as invoices and receipts, to corresponding transactions or records. This integration enhances transparency and workflow efficiency, enabling easy access to vital documents for both accountants and their clients. Its robust notification system keeps all stakeholders updated, ensuring alignment and reducing the risks of miscommunication. The platform’s multi-device accessibility also enhances flexibility, allowing users to access the system remotely and address urgent issues regardless of location.
For more information about Business Central and why accountants are choosing to move their clients across to this market leading solution, email us today at hello@creative-computing.co.uk. We can help you identify those clients best placed to see a rapid ROI and provide you with all the details you need to begin their transformation journey.
