Business Applications for Document Management

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.

Accelerate Payments and Reduce Costs by Streamlining Your Quote-to-Cash Process.

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.