OnBalance Self-EmployedSupport your self employed clients with our mobile recordkeeping tools for accountants
Cloud recordkeeping software for self-employed clients
OnBalance Self-Employed is a cloud-based solution to help your self-employed clients simplify day-to-day business admin tasks. Enable clients to manage income and business expenses with an easy-to-use online dashboard; and stay connected for seamless accounts and returns preparation.
- Simplify traditional bookkeeping for clients that don’t need the complexity of invoicing or VAT
- Easy-to-use mobile app or online dashboard helps your clients easily manage their income and businesses expenses as they go
- Import client data at the end of the reporting period and work seamlessly to prepare their accounts and tax returns
What you get with our self-employed recordkeeping tool
Income and expense management
Your clients can easily record income and expense transactions.
Simplified data entry
An easy to use interface, requires the details necessary for recording the transaction, whilst the integration with the mobile camera allows receipts to be captured and stored as part of the record.
Your clients can use the mobile app to automatically track mileage or add trips to manage their mileage deductions.
Real-time data access
When your clients use the mobile app, they’ll be connected with you so that you can import their data at any time.
Instantly track income, trends in revenue, expenses, profits and losses using real-time dashboards.
Give your small business clients enterprise-level data protection.
Discover simple tax compliance collaboration with OnBalance
OnBalance enables your clients to easily record income and expense transactions, combining the accessibility and security of cloud accounting with easy-to-use dashboards.Watch the recording
Hear it from an accountant
Durham-based accountancy firm FBTC Accountancy Services says that OnBalance
“OnBalance Self-employed means that our clients can record their business transactions on the go, and we can efficiently import that data directly into our practice when we need it, with no time consuming chasing for the information.”
Simplify tax compliance
With OnBalance Self-Employed integrated with Onvio, you have access to client data in real time.Find out more