Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Executive Series offers a highly adaptable and fully integrated accounting solution designed for multiple companies, featuring robust drill-down capabilities. This accounting system can be accessed either through a web/cloud subscription model or through a traditional client/server deployment. Among its standard functionalities are document scanning, customizable security settings, file attachments, and the ability to manage workflow routing and approvals. With its multi-entity support, users can effortlessly handle hundreds of companies without needing to switch between them. A vast array of standard reports is at your disposal, which can be generated for individual companies, groups, or all entities simultaneously. The system includes automated workflows with built-in routing and supports both initial approvals and re-approvals. Additionally, flash note reminders enable users to determine specific times and locations for alert notifications. Report maintenance is made simple, allowing for easy report customization, and user-defined calendars can accommodate over 999 accounting periods for each fiscal year, ensuring flexibility in financial management. Overall, the Executive Series provides a comprehensive solution that enhances efficiency and streamlines accounting processes across multiple businesses.
Description
TaxWorkFlow is an economical and all-encompassing management software tailored for tax and accounting practices, designed to enhance both the profitability and efficiency of your workflow while optimizing firm operations, including both internal communications and interactions with clients. This innovative solution allows your team members to collaborate remotely without sacrificing productivity, ensuring everyone remains informed and engaged. With TaxWorkFlow, you can effortlessly manage client contacts, documents, emails, notes, tasks, projects, and billing information, granting you an instant overview of each client's status, outstanding tasks, challenges, and historical data, all accessible from any location. Additionally, the client portal feature facilitates smoother document exchanges, enabling you to maintain your business operations seamlessly from anywhere, eliminating the necessity for in-person meetings with your staff or clients. Ultimately, TaxWorkFlow empowers your firm to work smarter, not harder, ensuring that you stay ahead in a competitive landscape.
API Access
Has API
API Access
Has API
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Searer Business Technology
Founded
2000
Country
United States
Website
sbtexecutiveseries.com
Vendor Details
Company Name
TaxWorkFlow
Country
United States
Website
thetaxworkflow.com
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