Small-business banking solutions provider
The channel allows accounting professionals to directly access the accounts of their clients' Bluevine Business Checking account with a dedicated secure login of their own. A secure login to the Accountant Dashboard generates single-pane view access to all client dashboards and offers easy toggling between clients for all relevant banking information and bulk statement downloads.
Accounting professionals will also have access to the company's new Accountant Dashboard, which will allow them to access all of their clients' transactions from one place; in addition to being able to see their clients' activity, they will be able to download bank statements, reconcile transactions and bills, and view all relevant contextual information. The dashboard generates single-pane view access to all client dashboards, which can be toggled between clients for all relevant banking information and bulk statement downloads.
"We believe partnership with small businesses also means building for accountants and bookkeepers — many of whom are business owners themselves — and the work they do to help small businesses thrive," said Pete Potsos, senior director of accountant partnerships at Bluevine in a statement. "Bluevine's services offer a more efficient, reliable and secure option for accountants, and we are committed to building tools to remedy accountants' pain points."
The company noted that accountants often need to spend a lot of time tracking client data, which can be not only arduous but a serious data security concern as well. It developed the new features with this in mind.
