Your Mental Health Matters: Join us on January 12, 2024 for a free and impactful virtual seminar adressing the unique struggles of financial professionals with TEDx speaker Dr. Shahana Alibhai.

5 Ways to Use the New Private Folder Feature

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Imagine having a folder where you can control who sees the content it contains. A folder that is as useful for a work at home bookkeeper as it is for a franchise business. Introducing our new private folder feature for your business needs.

Simply right click for a menu to upload your sensitive information and grant access to privileged company members.

To get started, here are some ways to use this new feature.

  1. Payroll Information (employee vacation, salary and bonuses)
  2. Statements (bank and credit card)
  3. Taxes (personal and corporate returns)
  4. Reports (profitability and budgets)
  5. Backups (accounting application)

 

 

Want to learn more? Signup for a 14 day free trial or schedule a demo today.

 

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Filip

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