Why is Your Professional Involvement Crucial?

The power of Cloud Computing has instigated the growth of online accounting software. More and more companies are choosing to have control over their Sales and Expenses and monitoring their profits.

Using SortMyBooks business owners complete many of the day to day bookkeeping tasks themselves. But they will always need the expertise and guidance offered by certified, experienced professionals. Our goal is to provide both the Business Owner and their Adviser with tools for online accounting and collaboration.

Working from office

Many businesses have already discovered and love SortMyBooks. We made it easy for any existing subscriber to easily share their accounting information with you. You can save time by being able to work on your client accounts in the comfort of your office.

Putting you in control

By using SortMyBooks as the accounting platform for your Clients you retain complete control over their accounting data.Features like Permissions, Audit log and Sharing are all built specifically to keep inexperienced clients from inadvertently messing up their own accounting information.

Volume Licensing

By joining our Partner Programme your clients will benefit from lower cost subscriptions than if they would have bought directly from the website. It also puts you in control of their accounts and permissions.

Sales Invoices with own logo Credit Terms Quotes to Invoice conversion
Product database Track unbillable time Job/department costing
Retailer sales entry for cash businesses with simple Cash-up facility Time tracking facility which can be converted to Invoices Nominal Ledger with groupings and sub-categories
Flexible Permissions Unlimited users Easy Account Transfers
Fixed Assets Journals Unlimited bank accounts
Audit Trail Multiple formats of Profit and Loss Multiple formats of Balance Sheet
Multiple formats of Trial Balance Multiple formats of General Ledger VAT 3 Report
Annual Return of Trading Detail Detailed Product Reports Sales Analysis Reports
Purchase Analysis Reports Customer Statements Supplier Statements
Full set of Control Reports - Debtors, Creditor, Account, VAT More than 35 reports to help you and your clients to analyse the business All reports have drilldown capability to take you right back to the original transaction

Security

Security is a fundamental part of any enterprise application and hence we have left no stone unturned while designing both the physical as well as the application level security.

We have professional staff and have deployed state of the art tools to ensure 24*7 availability.

The production servers are hosted in Ireland in partnership with Amazon AWS. The data is automatically backed up every 15 minutes using snapshot technology and can be restored within minutes of failover. We maintain 3 copies of backup and the 3rd copy is stored offsite, to be restored in case of Level 1 disasters.

SortMyBooks Online is a secured product and has secured sockets layer (SSL) certificate, certified by Equifax Secure Global Business (GeoTrust). With password-protected login, firewall protected servers, and 128 bit SSL we are on par security wise with banks offering online banking.

Audit

The software also has a full audit log of all the activities performed by logged in users starting from signing in to the system to add, edits, deletes until the user signs out of the system. This not only helps in tracking activities but is also a helpful tool to rectify user mistakes.

Privacy

Your data is only available to the people that you choose to share it with. If you set up a user for shared access to your data you can also delete them. You control who can see your data. The SortMyBooks Online Team does not have access to any of your data unless you choose to share it with them during a support call.

You should log-out when you are finished working on your SortMyBooks Online but if you forget the system will automatically log you out after 15 minutes of inactivity. If you choose to pay for SortMyBooks Online by Credit Card, your credit card details are not stored by SortMyBooks and cannot be accessed by SortMyBooks staff. Your credit card details are encrypted and securely stored by REALEX to enable only SortMyBooks Online to automatically bill your credit card on a recurring basis.

Terms of Use

All use of software available on this website is subject to SortMyBooks Online terms of use. In the event of a conflict or disagreement between this Privacy Policy and the Terms of Use, the Terms of Use will prevail.