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Streamline business planning with real-time financial performance tracking on a secure platform.
Automate the data entry work; transfer year-end balances and adjustments; sync with client’s books to send and receive information
Track payments, invoices, payrolls, attendance, and more with an integrated payment processing solution.
Organize and manage documents; edit PDFs print batch of accounting files
Keep track of tax returns; import invoices into the Lacerte tax software; eliminate double-entry by creating a single data-sharing platform
Import/Export business data directly from the Drake software and manage client records with customizable financial reports.
Integrate QuickBooks Object (Customers, Invoices, etc.) with any Salesforce Object (Accounts, Contacts, etc.)
Allocate resources, track projects, and get realtime reports for preparation of individual and entity tax returns
Automate data entry and organization by extracting accurate data using OCR-based technology.
Give employees the ability to access their timesheets from anywhere and integrate the data directly with QuickBooks.
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