Business Applications for Document Management

Securely store and transfer sensitive client data and collaborate with your team on a common platform.

SurePrep’s TaxCaddy is a software that will help you organize all the necessary tax documents and keep them in one place. Clients can easily submit documents, chat on massaging with…

An electronic document system for quick and easy file organization.

Provide your clients with a portal where they can access your tax and accounting services they need

Tabs3 Billing is a reliable, trusted, and award-winning billing software designed especially for law firms. Its integration with QuickBooks helps law firms manage their business and accounting operations, giving them…

Setup a business using services and tools like Business Name Check, Business Type Comparison Chart, and Business License Wizard

Integrate cloud or Web EDI with QuickBooks Desktop for in-depth reporting, automated transactions, and more features

Print checks from various bank accounts in one blank check stock to avoid hassles of managing multiple checks.

Manage files from multiple processes (Accounting, HR, Insurance, Legal) efficiently; highly scalable solution with customized templates and workflows

A Cloud-based Application to Access QuickBooks Remotely.