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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience a uniquely friendly interface that enhances your workflow while maintaining familiarity. You can feel at ease with our EPVs, which assist you in entering transactions and avoiding errors. Our automated year-end closing wizard simplifies the closing process significantly. Create specific categories for departments or jobs to filter transactions with greater accuracy. Easily transfer ownership of company plans in just a few clicks, and manage your data seamlessly by importing or exporting in CSV format without the hassle of complex conversions. We streamline business processes to enable users to save time on tasks while keeping essential business insights readily available. We take great pride in offering the most delightful accounting software on the market, where simplicity and functionality converge. Enjoy the most user-friendly experience available today, giving you control over year-end closings and company subscription ownership transfers effortlessly. Our commitment to excellence ensures that managing your finances has never been easier.

Description

Managing a stock portfolio for high net worth clients is an essential offering for many accounting firms. The difficulty lies in executing this crucial and often time-consuming service while keeping costs manageable. Thankfully, Write-Up emerges as the leading stock portfolio accounting software, designed to streamline and accelerate the accounting processes related to tracking, recording, and reporting stock transactions for holding companies, trusts, and estates. It simplifies year-end procedures and provides access to historical data, making financial management more efficient. With Write-Up, users can close a fiscal year in both modules and seamlessly carry forward open security positions in the broker module into the next year. Historical data from prior years remains accessible in both modules for review. This software also accommodates multiple currencies and manages the necessary foreign exchange entries, facilitating effortless investment oversight. Moreover, Write-Up supports three primary transaction types: broker transactions, banking transactions, and adjusting entries, ensuring comprehensive management of the investment portfolio. As a result, accounting firms can offer enhanced services to their clients while optimizing their operational efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$5.00/month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Coquinteractive

Founded

2018

Country

Puerto Rico

Website

www.accountberry.com

Vendor Details

Company Name

TJPS Software

Country

United States

Website

tjpssoftware.com/features.asp

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management Yes 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management No 
Data Warehousing No 
For Investment Advisors No 
For Traders No 
Order Management No 
Portfolio Accounting Yes 
Portfolio Rebalancing No 
Risk Management No 
Tax Management Yes 
Technical Analysis No 
Wash Sale Detection No 

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