Client Dashboard and Portal

Access your account, night or day, on nearly any internet-enabled device

If you’d like to keep track of your business, our specially-developed Client Dashboard is for you. The system provides you with direct access to your business information, cloud services and much more.

Client Dashboard features will vary depending on your package choice with MalgraBooks.

Essentials and Advanced Packages

You’ll be able to access your Cloud Spreadsheets on the go, add new figures to your accounts and view reports in real time, showing exactly how much income/expenses you’ve incurred – as well as indicative tax and national insurance charges.

If you need help along the way, we’ve a range of videos, support guides and documentation available as well as regular webinars through the year.

 

Premium Package

You’ll have access directly to your business information, including the ability to download tools and forms for helping our team complete your business accounts.

Each month, we’ll send a reminder to upload your business documents, and let you know once these have been processed, providing an overview of your business performance, as well as indicative and estimated tax and national insurance, so you can plan ahead for your tax return submission.

 

Need help along the way? Just send our team a message through your portal!