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Information Sheets

 

The Information Sheets are divided into three categories

• BankLink Client Tools
• Features of The BankLink Service
• Order Forms

Under each category, the name and a brief description of the Information Sheet is provided. To view a document (PDF) please click on the name of the required Information Sheet.

 

BankLink Client Tools

BankLink Books (Secure) Clients (86Kb)

• Provide BankLink Books to a client so they can download and then code their own transactions - includes BankLink Secure Client Order Form

BankLink Books Installation (27Kb)

• Install BankLink Books, e.g. at a client's premises or on a staff members home computer

BankLink Notes (431Kb)

• Guide clients to use the BankLink Notes software

 

Features of The BankLink Service

Accounting Systems (28.7Kb)

• See a list of the accounting systems that are compatible with BankLink Practice

Banks and Financial Institutions (16.8Kb)

• See a list of banks and financial institutions providing data to BankLink

Benefits of BankLink (50Kb)

• See a list of the benefits

Best Practice Guide (332Kb)

• Review the successful implementation process which has made many BankLink practices more profitable - this guide was written by Viv Brownrigg

 

Order Forms

Client Tools Order Form (31Kb)

• Use this form to order BankLink Books, Notes and InvoicePlus Kits, as well as Basil for BankLink Books

Marketing Materials Order Form (27Kb)

• Use this form to order our free brochures, authority forms and quick reference cards

BankLink Secure Order Form (40Kb)

• Complete this form to download client data using BankLink Secure.  BankLink Secure uses the latest encryption technology to ensure secure data transfer accross the internet

BankLink Secure Client Order Form (75Kb)

• Complete this form to allow your client to download data using BankLink Secure.  BankLink Secure uses the latest encryption technology to ensure secure data transfer accross the internet

BankLink Weekly Data Order Form (67Kb)

• See a list of the banks that can supply weekly data, and use the order form to request weekly data for accounts already on the BankLink service.