Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Transform your document handling and enhance client management to prioritize consulting tasks. With seamless accounting, collaborate closely with your advisor to maintain focus on your primary business activities. Accounto significantly streamlines the partnership between small and medium-sized enterprises (SMEs) and trust firms. SMEs can easily upload their receipts to the Accounto platform, where the submitted documents are automatically categorized and assigned. Both SMEs and advisors have 24/7 access to these documents, enabling them to collaborate intuitively and effectively on our platform, which ensures that everything is stored in a manner compliant with audit standards. By employing our cutting-edge software solutions, we simplify complex processes and usher the fiduciary sector into a digital future. This enhanced efficiency not only prepares advisors for upcoming challenges but also allows SMEs to devote their energy to their essential business functions. Administration is handled instantly, with automatic identification of all relevant documents, ensuring a smooth workflow that benefits all parties involved. Ultimately, this innovative approach fosters deeper collaboration and paves the way for greater success in the competitive landscape.
Description
Our innovative technology, coupled with extensive experience in ERISA plans, culminates in a 401(k) solution that alleviates both workload and liability for you. This is certainly a significant advantage. We streamline various manual processes such as managing contributions, handling 401(k) loans, tracking eligibility, assessing hardships, and sending notifications, allowing your team to concentrate on core business functions. Dealing with payroll issues can be quite challenging. To mitigate this, we meticulously analyze payroll for every employee using 44 distinct diagnostic checks to identify and rectify potential problems before they escalate. You can monitor the overall wellness of your plan, including its readiness for audits, through a detailed dashboard that encompasses all essential plan documents. To ensure you remain free from compliance risks, we offer comprehensive administrative and investment fiduciary protections, identified as 3(16) and 3(38) fiduciary services. Our dedicated plan administrator is responsible for reviewing, signing, and submitting your Form 5500. Additionally, we maintain a robust $5 million professional liability insurance policy to safeguard our ERISA fiduciary services and give you added peace of mind. With our comprehensive support, you can focus on growing your business while we handle the complexities of your retirement plan.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Accounto
Country
Switzerland
Website
accounto.ch/en/
Vendor Details
Company Name
ForUsAll
Founded
2013
Country
United States
Website
www.forusall.com/solution-employer/
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No