Canopy
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Xero
Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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Bench Accounting
Bench Accounting is a comprehensive bookkeeping and accounting solution tailored to assist small business owners in maximizing their time and concentrating on business growth by providing professional bookkeeping services alongside robust financial software. The platform assigns dedicated teams of bookkeepers who manage monthly reviews of transactions, prepare crucial financial statements, and facilitate tax preparation and filing. By automating processes like transaction categorization and producing real-time financial reports, Bench enhances the management of finances, enabling businesses to gain immediate insights. It also connects with various tools such as QuickBooks, Stripe, Square, and Shopify, which helps to simplify operations and maintain accurate bookkeeping. With efficient communication channels established between clients and their bookkeeping teams, users can retrieve financial reports and data whenever needed, ensuring access to precise and actionable insights that support informed decision-making in their business endeavors. Additionally, the platform's user-friendly interface makes it easier for entrepreneurs to navigate their financial landscape without unnecessary complexity.
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Plooto
Plooto makes it easier to manage your clients' accounts payables, and receivables. It is also more efficient, streamlined, and more profitable. Plooto has been trusted by thousands of accountants, bookkeepers, and firms. It is the ideal tool for accountants and bookkeepers who want to grow their AR/AP practice and increase their revenue. Your AR and AP processes will be reduced from 5 hours down to 10 minutes.
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