Here at Receipt Bank, we are constantly looking for ways to streamline your business.
We've designed a platform that enables you to manage all of your clients' accounts from one portal.
‘Prospective Clients’ can be added to Receipt Bank free of charge. These accounts act as DIY accounts. Your clients can submit items to Receipt Bank as per usual, however, the information from their invoices and receipts won't be automatically extracted.
If you are interested in this opportunity, please get in contact with your Account Manager.
Note: This feature is only available to partners with ‘Practice Platform’