How to Remotely Access a Client’s Reckon Account?

How to Remotely Access a Client’s Reckon account? 

When it comes to accountants, there is an incessant need to keep the accounts of the clients updated at all times.  This features one of the particular needs of the Reckon accounting software. One of the most versatile things about this application is the remote log in. A remote log in allows the user to access its functionalities from any device. This has allowed several accountants out there to provide optimal support to their clients. 

Attempting to Access a Client’s Reckon Account remotely is a relatively easy process. However, this process requires a two-way handshake. This means that it is up to the client to allow to access to their accounts. To that end, you might want follow the following procedure as suggested by the experts of Reckon Support to follow through this process:

 

Ask the client: As we have already mentioned that it is up to the client to allow you the access to their books. To this end, request the client to add a new user in their books. They can do that using the following method:

• Navigating to the official Reckon homepage. 
• Click on the “Control Panel” button on the top right. 
• Among the options they see before them, they should click on “Add a new user button”. 
• Make them input your details in the dialogue and instruct them to click on the “Add” button to finalize the process. 

You will then receive an email:  This email will contain all the details that are necessary for you to get in to your clients’ books. Now as you have these details: 

1. Go to the official “Reckon” homepage and login as an accountant. 
2. On the application window, click on the control panel and input the credentials you receive in the email to add the client’s book. 

Now that you have access to all the detail, you can serve them as their requirement.

 

In case the credentials you received in your email are wrong, you can contact experts via the toll-free Reckon Contact Support Number 180-817-695. With the assistance of these experts, you will be able to able to engage with your clients via the accounting application in a more meaningful way.