ProPartner Portal Updates

As a Squirrel Street ProPartner, you may have noticed some recent changes to the unique ProPartner Portal.

We wanted to make it easier for you to manage and access your client’s accounts, so we’ve made some improvements that we think you’ll enjoy.

Here they are:

1.At a glance pending receipts

You can now see at a glance, how many pending receipts are in each of your client’s accounts.
Wonder no more about your client’s documents, you can keep track of all of them straight from your portal Dashboard.

2.Add a user to ‘all accounts’ with one click

The ability to add a user to all accounts has been simplified, so that instead of selecting all the accounts one by one, simply ‘Select all’ and the changes will be applied!

 

Let us know what you think of these improvements, and if you have any ideas for more? Send us an email to help@squirrelstreet.com

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