ACCOUNTANT PORTAL

Exclusive
Accountant Portal
for Time-Saving
Precision.

With the OJC Accountant Portal, your accountant
can streamline your DAF account management
for optimized benefit.

Hassle-free - eliminates all paper work
Automated tracking for trusted giving

Ideal for accountants.
Convenient for donors.

Hands-free Management

With access to the Accountant portal, your accountant
can handle your tax-filing needs without involving you,
offering you convenience and saving time.

Client Approval

Your accountant can only access your account with
your approval, ensuring your personal information
remains safe and secure.

Limited Data-Access

The portal offers limited data access, only showing your accountant what is relevant to your tax-filing, maintaining ultimate privacy and protection.

Restricted Accounting

Your accountant can never advise any new charity or create any transactions. They can only view transactions you made.

Secure money assurance

With fully encrypted payments, multilayered security, daily activity alerts, and automatic cutoff options, know your money is safe and secure.

How to link your account to your accountant:

1. Give your accountant your OJC ID.

2. Once he activates it, give him the one time
password that will be sent to your phone.

3. Enjoy the benefits of paper-free tax deductions!

Automated Efficiency
for Accountants.

1
All clients in one secure portal
Experience enhanced efficiency and convenience with our Accountants Portal, providing a centralized hub for seamless access to all your clients' accounts.
2
Receipts Elimination Streamlined
Fully eliminate getting receipts from your client, streamlining filing and removing the excess paperwork.
3
DAF Account Setup
Assist clients by starting the process to open a DAF account and we will contact the client on your behalf to finish the application.
4
Expert Governance
OJC's board, featuring experts in accounting, law, and non-profit, serves as fiscal advisors, ensuring compliance through audits and IRS filings.

“Using the Accountant Portal transformed how I handle clients' donations! It helps me obtain my clients’ donations without involving them. A win-win for both accounting and philanthropy!”

— Emily Choi,  Accountant

Smart giving. Smarter returns.

OJC provides a broad range of benefits to deserving charities, accountants, and you.