OLi for Clients

Easy-to-use Platform for Accountants, Bookkeepers & Accounting Firms

Simplified and easy-to-use platform for accountants, bookkeepers and accounting firms.
You can monitor your task, update and chat with your clients faster, and keep everything organized in a single workspace

Before OLi:
1. Missed Deadlines
2. Slow Transcription of Documents
3. Disorganized Manual Process

After OLi:
1. Real time tracking of Projects - You can quickly see what work is being done, who’s doing it, and when it’s due. All in one easy-to-understand flow
2. Online transmissions of documents via mobile & web - Clients can now send documents using their mobile phones. Plus, you can remind them automatically and chat with them instantly.
3. Everything in one place - Your team can access documents, communication, emails,
notes and information in one place anytime, anywhere.