GoToMyAccounts

GoToMyAccounts is a customer portal platform provided by GoToMyAccounts LLC. According to the vendor, it aims to offer a branded self-service portal for QuickBooks users to connect with their customers. It provides a centralized platform for managing customer accounts, payments, invoices, and file sharing. The product is designed for businesses of all sizes, including accounting firms, bookkeepers, financial services, professional services, and e-commerce.

Key Features

Customer Portal: According to the vendor, the customer portal provides a branded self-service platform for QuickBooks users to connect with their customers. Customers can access their account information, view their profile, and check their account balance. The portal displays the most recent transactions and shared customer files. Customers can interact with their account and access multiple accounts through a single login.

Customer Payments: The payment screen allows customers to select invoices to pay, specify the amount to be applied to each invoice, and choose the desired payment method. Customers can make payments directly through the portal, streamlining the payment process. According to the vendor, the payment screen provides a convenient and secure way for customers to manage their payments.

Billing Automation: GoToMyAccounts offers billing automation features to streamline the invoicing process. Users can set up automatic actions when a new invoice is available, such as sending notifications or initiating payment processing. Billing automations can be customized globally or on a per-customer basis. The vendor claims that enabling billing automation helps businesses automate their billing processes and improve efficiency.

Saved Payment Methods: Customers can manage their saved payment methods within their portal. The portal provides links to the management screens for easy access. Customers can add, edit, or remove saved payment methods as needed. According to the vendor, managing saved payment methods enhances convenience and flexibility for customers.

Automatic Data Sync: GoToMyAccounts offers automatic data synchronization with QuickBooks Online. The initial sync is typically done manually to start working with customer lists and data. Subsequent synchronizations occur automatically as data changes in QuickBooks Online. Users can also run a manual sync at any time or temporarily disable auto-sync for specific tasks. The vendor states that this feature ensures data consistency between the portal and QuickBooks Online.

Custom Email Templates: Portal admins can manage both built-in and custom email templates. Custom templates can be used to send various types of messages from the compose email screen. Admins can easily customize and personalize email templates to match their branding and communication style. According to the vendor, custom email templates provide flexibility and ensure consistent messaging to customers.

Custom Invoice Templates: QuickBooks Online users have the option to use the default invoice PDF generated by QuickBooks or create a fully custom template. The built-in editor allows users to create custom invoice templates using HTML and CSS. Users with HTML and CSS knowledge can design unique invoice templates that reflect their brand identity. The vendor offers support for creating fully custom templates upon request.

Customer File Sharing: GoToMyAccounts offers a built-in file sharing platform for customers. Users can choose from supported cloud storage providers or utilize the built-in storage using Amazon AWS (S3). The file sharing platform allows customers to securely share files with businesses and vice versa. According to the vendor, businesses can easily manage and organize shared customer files within the portal.