OAJ Software ยท Software as a service
OAJ Client Portal
A secure online workspace for accounting and bookkeeping firms and their clients. Clients upload documents, record transactions and message the firm. The firm keeps the books, runs payroll, reconciles the bank and closes each period, all in one place.
What it does
Everything a firm and its clients share, in one secure place
Client portal
Each client gets a private login to upload documents, enter transactions, view statements and message the firm.
Bookkeeping
Invoices, bills, payments and contacts, with tax rates and items set up once and reused.
Payroll
Employee records, pay runs and pay stubs, plus tracking of payroll liability payments.
Bank reconciliation
Bring in bank activity and reconcile it line by line against the books.
QuickBooks Online
Clients already on QuickBooks can connect it, so the firm works from live data without exports.
Tasks and period close
Requests and tasks for each client, and period locks so signed-off months stay closed.
Security
Built for financial data
Two-step sign-in
Multi-factor authentication and role-based access for firm staff and clients.
Full audit trail
An audit log records who did what and when.
Your own private copy
Each firm runs on its own copy and its own database, so no firm shares client data with another.
Who it is for
For firms that manage other people's books
Accounting and bookkeeping practices, tax preparers, and finance teams that support several businesses. OAJ Software Consult sets up your portal under your firm’s name, hosts it, backs it up and keeps it updated.