Average Ratings 12 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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ease
features
design
support

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Description

Keep all your clients' income and expenses organized in one centralized location, allowing for effortless document generation during tax season. You can quickly import transactions from your clients' bank and credit card accounts, with QuickBooks Online automatically sorting them into the appropriate categories. Additionally, clients can take a picture of their receipts and attach them to specific transactions, providing you with a real-time overview of their expenses. By granting you access to their financial records, clients enable you to swiftly address inquiries and assist in resolving any issues. Evaluate your clients' financial status with over 65 built-in reports, which include data tailored for accountants. Enhance your productivity through integration with Intuit-approved third-party applications that broaden the capabilities of QuickBooks Online. With automatic updates, you will always be working with the most current version of the software. Furthermore, a security system comparable to online banking guarantees the protection of your sensitive data. In the event of a computer failure, your information is securely backed up, ensuring that your work remains intact. This comprehensive setup not only streamlines your workflow but also fosters better client relationships through transparency and ease of access.

Description

Sole streamlines the generation of essential reports, which significantly reduces both time and effort. There's no requirement for physical or separate digital storage because all documents are effectively captured and stored within Sole. Working alongside your accountant becomes a breeze as everything is systematically organized in Sole, making it readily accessible for their use. With features such as automated invoicing, tracking, reminders, and integrated accounting capabilities, Sole saves you valuable time and minimizes errors that often come with manual processes found in Excel and Word. By automating repetitive tasks like invoicing, expense tracking, and follow-ups, Sole allows you to concentrate on expanding your business without getting bogged down. Furthermore, it provides real-time financial insights that empower you to make quick, informed decisions. Monitoring expenses is vital for maintaining profitability and ensuring accurate tax reporting; Sole addresses this need by automating expense tracking and categorization, thus simplifying the process of monitoring your spending and preparing for tax season. Additionally, Sole automates reminders, making it easier for you to secure extra work without any hassle, all while fostering a more efficient workflow overall.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BVDash
BloomNation
Bottomline Paymode
Bravo POS for Pawnbrokers
ConeRQ
Crystal Payroll
Deposco Bright Warehouse
E42 AI Accounts Payable Automation
Enwage
Euler
Fieldcode
InvisaClaim
Kytes
Lead Commerce
NextMinute
Planning Pod
RealTime PSO
RotaWiz
VARStreet InstaQuote
Valigara

Integrations

BVDash
BloomNation
Bottomline Paymode
Bravo POS for Pawnbrokers
ConeRQ
Crystal Payroll
Deposco Bright Warehouse
E42 AI Accounts Payable Automation
Enwage
Euler
Fieldcode
InvisaClaim
Kytes
Lead Commerce
NextMinute
Planning Pod
RealTime PSO
RotaWiz
VARStreet InstaQuote
Valigara

Pricing Details

$8 per month
Free Trial
Free Version

Pricing Details

$9.52 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

quickbooks.intuit.com/global/accountants/

Vendor Details

Company Name

Sole

Founded

2021

Country

Australia

Website

soleapp.com.au

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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