onity

onity is the client portal of your accounting firm. The app is for clients and staff of accounting firms that work on the onity platform. FOR CLIENTS • Your monthly service package limits: transactions, consulting hours, employees on payroll • Upcoming tax deadlines and what has already been filed • Tasks from your accountant, with the discussion right inside each task • Documents: take a photo or upload a file — your accountant gets it instantly • A monthly report of what your accountant did for you • An assistant that answers common questions FOR ACCOUNTANTS AND FIRM ADMINISTRATORS • All clients in one list: tasks, documents, limits • Update task statuses, reply to comments and review documents from your phone • Ready-made email templates for clients SECURITY • Password and Face ID sign-in • Two-factor authentication: an authenticator app or a code by email • Each firm’s data is kept…