Learn how Jirav can support you in growing your practice and staying on top of your client financials
Jirav is excited to offer to our Partners a number of tools to assist in managing your business.
If you are not a Partner and would like to learn more let us know by completing a demo request today!
Partner Portal gives you the foundation to review the status of your clients accounts within Jirav. This is a feature we will continue to build upon and today gives you a birds eye view of your Jirav accounts.
To get to your partner portal there are two paths - you can access the portal from the Company Dropdown Picker or from your user profile from within a Jirav Account - see the screen shots below:
From Company Picker:
Here is the screen shot to get to Partner Portal from the "Select Company"
For current Partners with Partner portal access; when you login to Jirav you will see a link to "Go to Partner Portal"
For Partners who have the ability to add a new company please see our help article here.
Currently we include the following:
- Name
- Short Name
- Plan type
- Admin users
- Total users
- Number of Departments
- Accounting System
- Financial Data through date
- Close month set in financial system
- Workforces, Sales, and Custom data through date
- Creation date
- Notes
We will continue to build upon this portal and are excited to work with our Partners for specific requests.