OnboardMe + MYOB Practice Management

Clients and groups sync with MYOB Practice Management, accepted services become tasks, and fees are raised without re-keying.

Australia · New Zealand

What syncs

What moves between OnboardMe and MYOB Practice Management.

Clients ⇄ both ways

Clients and groups kept in sync both ways. Contacts, staff, offices and tax agents pulled in.

Jobs → to MYOB Practice Management

Tasks created from your standard task catalogue for each accepted service.

Invoices → to MYOB Practice Management

Fees raised on acceptance and on each bill’s date, when MYOB is your billing system.

ID checks ⇄ both ways

ID verification results written to the client’s verifications and kept in step.

How it works

Step 1
Connect MYOB
Enter your practice URL and sign in. Your clients, staff and task catalogue come across.
Step 2
Map services to tasks
Link proposal services to standard tasks and map your tax rates.
Step 3
Client accepts
Tasks and fees are created in MYOB automatically.
Step 4
Verification recorded
Completed ID checks are written back to the client in MYOB.

Setup

Connect by signing in to MYOB from OnboardMe.

Choose the default client group, partner, manager, office and tax agent for new clients.
Map tax rates so fees land correctly.
Client changes are pulled back every hour, with a full sync each night.