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AdvanceFlow is a cloud-based audit engagement management tool for accounting firms, streamlining the audit process from start to finish. It features trial balance capabilities, workpaper management, financial statement reporting, and…
TaxDome is a cloud-based practice management platform for tax professionals, including CPAs, bookkeepers, and accounting firms. TaxDome aims to streamline various aspects of tax and accounting practices by providing tools…
Automate the manual data entry work; keep track of transactions, bills, payrolls, and generate other accounting reports for tax filing
Ensure easy payment and fee collection through tax refunds with built-in identity theft-protection
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
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
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