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Instantly collect digital signatures for approval or business agreement process from anywhere
Electronic Data Interchange (EDI) solution that integrates with QuickBooks automate flow sales and other accounting data with apps
Access write-ups and trial balance; prepare the fully customizable professional system
Automate the data entry work; transfer year-end balances and adjustments; sync with client’s books to send and receive information
Organize and manage documents; edit PDFs print batch of accounting files
Integrate with Drake tax software for secure storage of client tax data in the form of PDFs.
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.
Track time and billing of the firm’s work; create electronic invoices; get real-time access to staff information
Automate your business with auto billing, invoice, and payment reminders; create recurring billing subscriptions; interactive portal
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