Overview
Tight’s Virtual Bookkeeping platform can be used to run the core of your bookkeeping operation, making it easy for you to offer your own Virtual Bookkeeping service, without having to dedicate resources to build:- A seamlessly integrated back-end dashboard for your bookkeepers to provide service through
- A custom branded client-facing interface for:
- Onboarding
- Viewing reporting and metrics
- Answering questions from the bookkeeper
Use cases
Your team’s operating system
- Bookkeeping team management, including permissioning
- Tasks, including pending monthly/annual closings and reconciliations
- Communication workflow with business owners, including:
- Streamlined onboarding interactions, including accounting migrations and smart bank linkage
- Ability to mark transactions as needing business owner review
- Transaction-level conversations
- Ability to perform operations across all businesses on your platform
- Ability to augment platform-level transaction rules