Business Applications for Document Management

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 client data and documents, edit PDFs, exchange files, and track requests to streamline accounting processes and improve efficiency.

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

Manage payroll, bookkeeping, accounts payable, accounts receivable, and client financial records from one system with built-in reporting and import/export tools.

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