Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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