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TD Small Business Dashboard
Now you can bring all your important business data into one convenient place. We know you're busy. That's why TD Bank created the TD Small Business Dashboard—to empower small business owners like you to stay connected with a simplified on-the-go view of your performance with tailored business insights. All at no additional cost.
Feel empowered with your own business financial intelligence center
Access a wealth of information anytime and anywhere
The benefits of syncing your accounting software, like QuickBooks®, Xero™ and FreshBooks, with TD Online Banking and the TD Bank app:
- Quickly monitor your business's performance so that you can stay focused on what's most important: your customers
- Spot opportunities with automated business insights and guidance
- Boost accuracy and efficiency, and feel equipped with the information you need to help your business thrive
Quick and easy to enroll
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1
Log in to Small Business Online Banking or the TD Bank app
Navigate to the Business Center tab, then select Business Dashboard.
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2
Click the "Get started" button
Follow the onscreen instructions to enroll.
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3
Sync your accounting software
Make better sense of your accounting data with a clearer and simplified view of your business's performance.
Discover the power and convenience of integrated business banking
Track financials in one place
Keep tabs on your bottom line with a single source for real-time business performance.
Automate cash-flow forecasting
Track cash from across all your accounts to spot opportunities and easily visualize future performance.
Plan for success
Understand the impact of business decisions (Can we afford a new hire? When is the best time to invest in new equipment?) by using the scenario planning tool.
Benchmark performance
Unlock information about the performance of businesses similar to yours.1
Small Business Dashboard FAQs
The TD Small Business Dashboard is not designed to replace the financial advisors or accounting systems you may already work with. It's a tool designed to empower you with a simple and quick view of your business's performance that can strengthen the relationship you already have with your finance resources.
Cash flow is one of the most important items to track for a small business. It helps give you visibility into potential cash shortfalls or inflows so that you can reallocate and plan accordingly.
TD Bank and its service provider do not sell or share your accounting data information.
The dashboard is offered at no additional cost to our small business customers.
To protect your information from unauthorized access and use, we use security measures that comply with applicable law. These measures include computer safeguards and secured files and buildings. We use industry best practices to safeguard and protect your information.
Ready to get started?
You'll need a TD Small Business Checking account and Online Banking or the TD Bank app to use the TD Small Business Dashboard.