OnBalance Self-EmployedSupport your self-employed clients with mobile recordkeeping tools
Why choose OnBalance Self-Employed
Most of your self-employed clients would love to spend less time on their day-to-day business admin tasks, and more on the work they do best. For some clients, a traditional bookkeeping solution is too comprehensive for their needs, with simplicity their main requirement. For small business clients that don’t need the complexity of invoicing or VAT, Thomson Reuters OnBalance Self-Employed is cloud-based recordkeeping software that helps them do just that. Using the easy-to-use mobile app or online dashboard, they can easily manage their income and businesses expenses as they go. Your clients will automatically be connected to you, so you can import their data at the end of their reporting period and work seamlessly with them to prepare their accounts and tax returns.
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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.
Mileage tracking
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.
Data monitoring
Instantly track income, trends in revenue, expenses, profits and losses using real-time dashboards.
Information security
Give your small business clients enterprise-level data protection.
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.
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