The Portal

Essential documents in one location. Make Koho into a complete, interconnected system by adding the Portal to the mix

 

More manageable accounting with an interconnected system

We intend to make the daily life of accounting firms more comfortable and efficient and to create such an operating environment so that an accounting firm can serve its clients even better. That is why we have developed a tool that is especially useful for accounting firms, the Portal.

The Portal gathers all the collaboration with the customer behind one easy interface: customer communication, appointed actions and financial management files. The Portal makes operations even safer and faster. By connecting the Portal to Koho, you have access to an extensive sharing system where everything works seamlessly together, and you save time!

There are two different versions of the Portal: pro and light.

The secure Koho Portal, combined with Koho, is a comprehensive business management tool

The Portal allows you to:

  • Work more securely and faster when all relevant information is centrally available in one straightforward interface.
  • Track accounting and payroll work and make it more effortless.
  • Easily target payroll and other financial management materials for a specific month.
  • Transfer data securely and have it archived.
  • Find all the relevant information without having to worry about information being buried in someone’s personal email box.
  • Track work easier: The Portal is part of Koho’s ERP control which means the files appear in the work orders on Koho’s ERP side.
  • Use the powerful internal search which allows you to search for files in the archive even after years.
  • Centrally manage communication and delegate your work more effectively and save time.
  • Manage licences which allows you to restrict who can view which files.

Pricing of the Portal

Portal LIGHT

0,00 € / month
(customer account/month)
  • File transfer
  • Communication with clients through chat
  • Easy deployement

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Portal PRO

2,00 € / month
(customer account/month)

All the Portal LIGHT features plus:

  • Users can fill in the information required by the Money Laundering Act
  • Targeting material and discussions to periods and people in charge
  • Get the Portal with your company’s colours and logo
  • Licence management
  • Transfer files directly to your to-do-list
  • Basic customer support
  • Koho’s expert assists in the deployment phase

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Request a free demo!

Request a free demo of the Portal and learn more about how the Portal could bring some added value to your organisation.

The Portal works also on mobile

The Portal can be used for:

  • Clients can send financial administration material to the accounting firm which can thereafter be returned to the client securely
  • Align material for a period and work order
  • Communication between the client and the accounting firm. The conversation is saved and can be later returned to
  • The customer uses it to be identified and fills in the information required by the Money Laundering Act
  • Create and manage tickets

New features: ticketing

  • The end customer can create tickets for their accounting firm
  • Tickets are displayed in the accounting firm’s Koho account and can be assigned to a ticket owner
  • A company service level agreement can be set in Koho in which case the ticket will have a deadline according to a set priority class

The Portal is constantly being developed, and more new features are on their way!

White label Portal with your organisation’s logo

You can also get the Portal with your organisation’s brand colours for € 290.

For more information, please contact our Product manager Mikko Wäck,
+358 50 564 4143 or mikko.wack@kohosales.com.

“The deployment was straightforward. Getting rid of protected excels and zips in email has made our operations more efficient.”

-FabricAi

Solve money laundering obligations 

The Money Laundering Act imposes an obligation for many companies to identify the customer and his representative and to report the beneficial owners to the trade register. With the help of the Portal, you can identify your customers and mark the actual beneficiaries per the new money laundering law.

Frequently asked questions

How can I start using the Portal?

By contacting us!

For more information on the benefits and implementation of the Koho Portal, please contact our Product Manager Mikko Wäck at +358 50 564 4143 or mikko.wack@kohosales.com

Does the Portal include free customer support?

The service is straightforward to use, and more advanced instructions can be found at our support site.

The Portal does not have a free customer service support. In case of errors, our Koho experts will assist you on weekdays between 9-16 free of charge.

What is meant by information security in connection with the Portal?

The Portal is SSL encrypted and therefore, very secure. Security also arises from the fact that receipts and information from all over the world do not have to be sent by e-mail or other messages, let alone paper tickets in different envelopes. All information can be found in one place. The Portal works behind passwords and can only be accessed by the people for whom it is defined. Rights can be restricted and, if necessary, removed.

What are the expenses of using the Portal?

When you use the Portal for all of your customers, the price is only €2/customer account, regardless of the number of users. The price for individual customers is €8 / customer account. 

For how many customers can I use the Portal at once?

There is no upper limit. You can and should use the Portal for all your customers at once. That’s how it’ll be the most cost-effective. 

Can I get the Portal in the colours of my company?

Yes, you can. You can get the layout of the Portal (top bar colour + logo) customized with the colours of your company.

For more information, please contact our Product Manager Mikko Wäck at +358 50 564 4143 or mikko.wack@kohosales.com.

Ready to have a look?
Request a free demo!

Request a free demo and let Koho convince you. You can save up to 87 % in invoicing with Koho.