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How to Provide Online Account Access

client onboarding Apr 26, 2024

To ensure comprehensive management of all your accounting and bookkeeping services, please set up online access (view or read-only) for all relevant accounts. Below are the types of accounts and the details needed for setup:

General Instructions:

  • Create a username: Use DKK_YourBusinessName or dkkYourBusinessName.
  • Email address: [email protected]
  • Phone number: (218) 491-4002

If view or read-only access is not available at your bank, you may provide your login information directly.

If you prefer not to share login details:

  • Please ensure you send us the necessary documentation each month to maintain accurate account management. Failing to provide this information may result in additional fees.

Types of Accounts:

Please provide online account access (view or read-only) for all bank, credit card, and all other accounts concerning all financial transactions.

  • Bank Accounts
    • Savings, Checking, and any other deposit accounts.
  • Credit Card Accounts
    • All business credit cards.
  • Loan Accounts
    • Name of the loan company.
    • Website login address.
    • Monthly statements or amortization schedule.

Importance of Timely Information Access

Access to your financial information allows for timely and accurate accounting and bookkeeping, supporting effective financial management.

Note on Privacy and Security

If you are not comfortable sharing your login information, please ensure you send us the necessary documentation each month. Failure to provide required information or documentation may result in additional fees.

If sharing your login information is a concern, timely submission of necessary documentation each month is imperative. Incomplete submissions may lead to additional charges.

For any account not explicitly listed or for additional information requirements, please contact us. We're here to assist with setting up access and managing your accounts effectively.

For assistance with setting up access or if you have accounts not listed here, please contact us. We're committed to helping you manage your accounts effectively.

If you want to improve your business situation, get assistance now. Schedule your free consultation today or give us a call at (218) 491-4002. We're here to help!

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