OnBalance Client ResourcesSupport your self-employed clients with mobile recordkeeping tools

Streamline Your Tax Preparation

The OnBalance web and mobile app combines the accessibility and security of cloud accounting with easy-to-use dashboards. You can easily track income and expenses, separate your business from personal expenses, improve workflow and simplify tax preparation. You can log in from any device and access all your data, which updates in real-time. No manual updates. No limitations.

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Streamline Your Tax Preparation (1:58) 

Registering your account and logging in

Getting started with OnBalance could not be easier. You will receive a registration email from your accountant. Once you have successfully registered for OnBalance, your account will be linked to your accountant. You can then access your data on our mobile app or by visiting onbalance.thomsonreuters.co.uk. The app is available in the Apple® App Store or the Google Play™ Store.

Registering your account and logging in (2:03) 

Familiarisation and Recording Transactions

Find out how to start using OnBalance, with its simple to use data entry, in-app mileage tracker, and receipt capture. Watch this short video to find out how.

Familiarisation and Recording Transactions (6:31)