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Manage sensitive documents and files electronically by securely sharing and safeguarding client data
Automate the document management and invoice processing without wasting time in manual checking.
Get a consolidated view of all the data from the application with a simple, intuitive, and responsive user interface.
Create reports to PDF by class in minutes, get a detailed report along with the summary, filter records by name, date, etc.
Create two-way sync between your e-commerce website and QuickBooks desktop and sync products, customers, and orders
Link with QuickBooks to sync customer records, view pending calendar events, due tasks, and more on one dashboard
Integrate with Lacerte tax software to automatically import data into client’s 1040 return
Get professional mailers, and envelops to match slip sheets printed from Lacerte software
Gather client data and organize documents securely and efficiently using client information portal
Create and view 1099s- MISC/INT/DIV and W-2s forms for small business clients
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