You can create multiple users and assign them different permissions. So your salesperson can only view and create sales, and the purchasing team can only create and send purchase orders.
Full Control over user rights
Give Access to specific project
Invite users via E-mail
Use Autymate’s Digital CPA Client Engagment Platform to optimize customer service and enable efficient value-based pricing.
“Real-time access” to decision quality data
Higher gross margins
Increase data accuracy
Ability to scale client base exponentially
Capital Now Funding (CNF) was founded in 2015 in Louisville, Kentucky to provide non-recourse pre-settlement legal funding to personal injury victims that need an advance on their settlement to pay their bills before the case is settled.
Autymate to the rescue.... Jitasa leverages the Autymate Accounting Automation Platform to extract real-time client data to pre-qualify 350 clients for PPP loans. Time was the essence to meet Federal filing deadlines. Autymate delivered...
Leveraging Autymate's CPA Engagement Automation Solution, Jitasa is able to extract real-time client data directly from QuickBooks Online to view, access, and confirm timely and accurate account reconciliations and transaction processing.