Small business banking solutions provider Bluevine has launched its first set of features designed to help accountants serve their clients.
“With the Accountant Role, small business owners using a Bluevine Business Checking account can easily and securely grant their accountants access to selected account information through a dedicated login,” the company said in a news release Tuesday (July 12).
The dashboard lets accountants access their clients’ transactions from one place, download bank statements, reconcile transactions and bills, and view all relevant contextual information.
Bluevine, based in Jersey City, noted that accountants play a key role in keeping small businesses vibrant and healthy.
“Yet, many spend significant time and effort tracking down the financial information they need to help their clients, often relying on each client’s online banking account information to access data,” the company said. “This creates an experience rife with friction and security concerns.”
Designed to enhance efficiency and client services for accountants and bookkeepers, the Accountant Dashboard offers single-pane view access of all client dashboards and easy toggling between clients for all relevant banking information and bulk statement downloads.
“We believe partnerships with small businesses also means building for accountants and bookkeepers — many of whom are business owners themselves — and the work they do to help small businesses thrive,” said Pete Potsos, CPA, senior director of accountant partnerships at Bluevine. “Bluevine’s services offer a more efficient, reliable and secure option for accountants, and we are committed to building tools to remedy accountants’ pain points.”
Earlier this year, Bluevine’s invoice factoring business was acquired by the FinTech FundThrough, thus doubling the company’s American client base.
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