Alternatives to Nexus1040

FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.

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.

FileCenter is the fastest way to organize documents. It is easy to use, learn, and install. FileCenter DMS combines file scanning, file organization, and powerful PDF creation and editing. It integrates with the majority of Cloud services and Windows programs that you already use. FileCenter AUTOMATE converts documents to searchable PDFs using its powerful OCR, and then automatically names them and routes them. FileCenter RECEIPTS allows you to track expenses, manage receipts, and create reports that will ensure accurate reimbursements. FileCenter is ideal for all offices. FileCenter runs on Windows PCs and uses the Windows file system. It does not use complex databases. FileCenter offers a feature-for-feature experience at a price that is unbeatable. Get your free trial now! Call 801-722-798 to get your free trial.

Automatedly retrieve sales data for your clients from multiple ecommerce and point-of sale platforms. Split transactions, fees and reimbursements line by line. All in one subscription. Dext Commerce gives clients a standard view of sales data from multiple platforms. This is ideal for clients who sell on Amazon, eBay Etsy, Etsy, Shopify, and Amazon. You can assign tax to an order at the appropriate domestic or international rate. Additionally, you have a clear view of individual transactions across platforms and regions. Your Dext Commerce subscription includes all digital sales integrations, so you can easily meet the needs of each client, from side hustles to multiplatform e-commerce sellers.

AuditDashboard's cloud-based software standardizes information collection for professionals and clients. It improves client experience by facilitating collaboration on a dynamic PBC request list that makes it easy to reconcile outstanding requests. AuditDashboard improves efficiency by centralizing communication, document management, and eliminating information silos that hinder productivity. Reduce time. Stay organized. Keeps everyone informed. Our secure, intuitive software streamlines the document collection process to ensure a stress-free client experience. It also turns engagements into collaborative projects, and helps keep everyone on task. Clients and firms both love the dashboard that gives them a clear view of what is completed and what remains. Visualize the current status of everyone's work.

Taxware Systems provides a complete line of tax software that is designed for tax preparers, by tax preparers. You can track the status of your returns throughout the entire electronic filing process. You can search for the information you need quickly and efficiently with a variety of intuitive filters. Our program can compare your clients from the current year with those from the previous year to create a database of tax payers that you haven’t worked with yet in the current fiscal year. This database allows you to send 4868 extensions to all of your clients at once. You can save time and no longer need to scan signature documents. You can digitally sign PDFs with e-signature software from third-party vendors. Taxware integrates with EPS, Refund Advantage, and TPG-Tax Products Group so that our clients have a wide range of options for both product and service to help them grow their business. Taxware charges no hidden fees.

We will take care of all your accounting and back-office needs so that you can focus on the most important thing, growing your business. We use Xero, and other cloud-based services to provide our clients with a clear and real-time picture of their business. Access your records from anywhere at any time. No more software fees. Automatic daily bank feeds. Archive your receipts in a safe, convenient place to be prepared for the IRS. You are prepared to defend yourself in the event of an audit. You're tired of boring financial statements you can't understand. We offer both traditional reporting and easy-to understand pictorial reports.

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

Ideagen External Audit gives you the tools to improve accuracy and standardization in external audits. This allows you to assess and mitigate risks effectively. External audit software allows you to provide a better service to your clients, save time with financial disclosures, and gain unique insights into the industry. By using accurate data, you can reduce the risk of making mistakes. Our trusted external audit solutions will help you improve the accuracy and efficiency in audits, and provide your clients with a service that they can rely on.

Bench Accounting is an accounting and bookkeeping platform that helps small business owners save money and focus on their business growth by combining powerful financial software with expert bookkeeping services. It offers users dedicated bookkeeping teams that handle monthly transactions reviews, prepare financial reports, and offer tax filing and preparation services. Bench simplifies financial administration by automating tasks like categorizing transactions and creating real-time reports. This gives businesses quick insight into their finances. The platform integrates with QuickBooks, Stripe Square and Shopify in order to streamline operations and ensure efficient accounting. Bench allows for seamless communication between the bookkeeping team and clients. Users can access financial reports and data at any time, allowing them to make informed decisions.

PitBullTax describes itself as the "Swiss Army knife" of tax resolution professionals because it allows CPAs, Enrolled Agents and tax attorneys to gather all their tax debt work in one place. The software includes tools to make tax resolution work fast and efficiently, including: - Secure ways to gather information about their cases - Quick assessment tools to precisely assess their clients' situation - Find the best possible solution for clients' issues fast, making use of the many tools and calculators in the software. You can even run simulations on PitBullTax. - All the forms a taxpro needs to carry out the formal representation of each client, mostly (and sometimes completely) pre-populated by the application - White-label all their reports and documents - Calculate professional fees, invoice and even charge them from their application - Carry out integration with other software through PitBullTax API and Zapier In addition, PitBullTax allows porfessionals to receive tax resolution training that updates and refreshes their knowledge, or welcomes new professionals to the practice.

CFS TaxToolsTM is the most popular program in the tax industry. Print worksheets with your firm name and the client's name in professional quality format. These can be attached to the tax return, or presented to the client along with an invoice. TaxTools can also generate them. There are hundreds of tax forms included, many of which are not available in tax preparation software. The form can be mapped with client information. Clients may save multiple versions of a form. The printed form will print exactly as it appears on screen. Many forms can be emailed as a PDF. You can use these financial calculators to calculate the average cost of mutual funds and for calculating loan and investment options. Flowcharts let you answer a series questions to determine your filing status, inherited IRA options, and whether the taxpayer falls within the "Kiddie Tax". You can update from the internet if forms or laws are changed. Data backup and restore.

MY CPA Dashboard, an online CPA management tool, is your lifeline in a searing sea of accounting paperwork and client demands. This online tool, which can be used as a CRM for CPAs and CRM for Accountants, removes the stress from accounting firm management and makes it easier to achieve your goals. This web portal allows CPAs, accountants, bookkeepers, tax professionals, and tax professionals to communicate seamlessly with their clients without any hassle. This portal is paperless and easy to use, connecting clients to their accountants, bookkeepers, tax professionals, and CPAs. It improves client communication and satisfaction. Sign up to our accounting firm portal and you will be able to add clients. To communicate with your clients, simply add their names and email addresses to the CRM client portal.

Accounting firms and auditors can use Aphrodite accounting to manage their financial reports, and prepare financial statements. Quick Entries allows professional accountants to save time when preparing financial reports by allowing transactions for multiple clients to be entered quickly. Quick Entries also allows multi-currency journal entry. You can make transactions in any currency using rates that are automatically downloaded from the European Central Bank. We are confident that Aphrodite's accounting archiving capabilities and constant education of our employees, as well as monitoring ever-changing regulations and global finance needs, will make us a valuable asset to your expansion.

OfficeTools CPA practice management software can automate your practice, align your staff, and keep your clients happy. Learn how top firms are improving client experience and expanding their service lines by visiting our resource hub. Our accounting practice management software allows you to track time, billing, invoicing and contacts. It also integrates with other key business tools such as Microsoft Office. You can stop double, triple, or quadruple data entry from tax programs, accounting software and calendars. You will have a clear view of the entire firm, including Who, What, Where and When. This will allow you to prioritize your work accordingly. With an accounting and tax practice management system, you can help your clients succeed today and plan for tomorrow.

Our payroll accounting service makes it easy to do payroll accounting, tax returns, and payroll tasks. Our payroll outsourcing service's success is based on highly-skilled professionals who are able to provide payroll accounting services to large corporate clients every day. We provide payroll services at predictable and even lower costs. We take professional, moral, as well as financial responsibility. We adhere to strict confidentiality agreements. Our clients can make significant savings on costs, tools, and workers, while still allowing them to use the resources for their core business. The payroll outsourcing client pays for this service so that payroll and personnel costs can be planned accurately. Nothing can stop the payroll data prepared by our company from being displayed in our client’s PIRAMIS™. HR system. You can prepare the internal reports and analyses. Our package offers for payroll accounting services have been compiled.

DATEV in one sentence: Tax consultants, lawyers and auditors, small and mid-sized businesses, municipalities, and founders who use DATEV software. It meets all requirements regarding reliability, currentity, data protection and security. DATEV Cash Book online allows you to enter cash receipts online, and prepare them for accounting. This tool is part DATEV online.

Include all employees in the budget cycle. You can keep things moving by using repeatable processes. To get you started, you can easily copy last year's budget. Plan for the next year, track progress and use comparative reports to forecast year's end. Manage the billing of customers for services and goods provided. Invoices can be created, received payments and credits or refunds issued. You can print customer statements and invoices at any time. You have complete control with configurable access and permissions. Flexible chart of accounts setup. Access your data conveniently--anytime, anywhere. Web-based software supported by modern data infrastructure. Daxko is 100% PCI DSS compliant. All support and maintenance are included. To view financial stability for your entire association, by fund, branch or department, or program, generate key reports. Audit the general ledger to assess budget success and accuracy.

We understand how frustrating it can be to chase down invoices and raise them. SimpleBooks can create and send invoice templates. We also provide firm reminders to clients to pay up when they are late. Easy-to-use quoting software makes bidding for new clients easy. No matter if you are a sole trader or contractor, director of a limited company, partner, or director, our quoting system can help. You need to have all the details in order. You can forget about paperwork. All reports and reconciled bank accounts are integrated into the SimpleBooks platform. You'll quickly see how they impact your earnings and where your business is headed.

Our solution allows Oracle NetSuite customers spend on the right things at just the right time. Our NetSuite solution allows you to manage expenditures and maximize the return on your investment. PyanGo's team is made up of people with over 50 years of experience in the delivery and support of quality products. Our solutions will allow your focus to be more on your goals and less on accounting. Complexity is a risk factor for project overruns due to the need for many resources, suppliers, expenses, and other costs. PyanGo's Advertising and Media solution enables firms to seamlessly automate the entire procurement and expense reporting cycle within NetSuite. This allows them to meet client expectations and ensure that they stay on budget. Construction projects must keep track of their expenses. These project expenses are used to create a project budget that is used as a base for spending. PyanGo helps to prevent budget overruns during the procurement process by tracking expenses.

CFOs and controllers have to report fast and accurate financials. Manual accounting is still available, as well as the many systems that result from acquisitions. Fiserv can help resolve these disconnects. Prologue™, Financials from Fiserv is an integrated accounting management system that can be used by medium-to-large financial institutions. It includes general ledger, fixed assets and accounts payable, as well as investment portfolio accounting. Prologue Financials integrates with other Fiserv solutions, streamlining processes and delivering reliable, easily accessible information that is crucial to your organization's performance. Optimize your financial accounting processes to deliver more reliable and easily accessible business intelligence. Real-time financials, automatic journal entry reversals and instant correction. You can track and maintain detailed audit trails for approved uses. Financial reports that can be customized by the user.

Software for business management and accounting. Manage expenses, payroll, and invoices - plus inventory, multicurrency, and detailed job tracking. AccountRight software for computers keeps you on track. Notify the ATO to help you prepare monthly ATO declarations. Keep up-to-date with automatic exchange rates, manual rate comparators, and easily linked foreign banks accounts. You should keep an eye on your spending habits and how they affect your plans and profits. Advanced inventory management features make it easy to spot the best sellers and weak performers before they happen. Send professional-looking invoices or quotes. You can send invoices and quotes from any device. Automated reminders for invoices can be set. Track all invoices to track when they have been opened, paid and seen. All unpaid invoices can be viewed by your customers at once. You can pay your invoices using AMEX, Visa Mastercard, Mastercard, and BPAY. Cashflow updates are sent as soon as you have been paid.

Prelude is so simple to use that you can get started in just minutes. In seconds, you can create professional invoices and send them to your customers. All data is securely stored in the cloud. Spend less time managing your accounting and more time working on your business.

SFM supports multi-user, multicompany and multi-currency environments. It also provides full financial and management reporting. SFM's data-centric design makes it easy for users to access information immediately. SFM offers a lower cost of ownership than systems with similar capabilities. Shireburn now offers cloud hosting services for SFM. You can now access SFM anywhere, anytime with the added security and mobility that a cloud-hosted service offers. The full accounting requirements of small and medium businesses can be met with broad and deep capabilities. To access more information, drill down or across. Secure access to your business data with controlled access, in-depth auditing, and security functions Shireburn is responsible for creating, maintaining and supporting SFM locally.

In seconds, create professional invoices that are customisable and professional. Customers can pay immediately. With the built-in automation, you can remind customers and chase down late payments. Online invoicing can reduce the time it takes to send an invoice and receive payment. It can make all the difference. You can create professional invoices and personalize them with your company logo or color scheme. You can choose what information you want to include on your invoice. Attach any documents to your invoicing. Are you ready to invoice your clients Get started by creating your own invoice template using our free, easy-to-use templates. Make your own invoice template. You can create credit notes to refund customers. It is easy to create credit notes in no time. You can either allocate credit notes to invoices or register them as money-out transactions at the bank. Recurring invoices reduce time by automatically creating invoices at predetermined intervals. You can also instruct the system to mark these invoices as paid.

Find out why thousands of organizations around the world trust our cloud service solution to manage investment data. A single platform for investment accounting and portfolio reporting. All powered by automated data aggregation, reconciliation, and daily data. Every day, we work to make our clients successful. We don't focus on accounts; we work with people. We are not your vendor; we are your team's extension.

MM IT SOFT LTD. offers the best accounting software in Bangladesh. It combines the most user-friendly Browser-based app with multi-user accounting software for small businesses. Why do we need accounting software in Bangladesh? Accounting is essential for any business. Every type of business needs an accountant, as we all know. Some businesses hire employees to be their accountants, while others outsource their accounting needs to accounting firms. Many companies also invest in software services for their accounting purposes. Our accounting software in Bangladesh is easy to use for all types of users. It is easy to use for all businesses. Another problem is that if the business relies on the software for accounting, it is very important to have a backup copy of all work done. Otherwise, there could be a huge risk of losing data.

You can track your clients' incomes and expenses in one place so that you can easily prepare the required documents for tax time. QuickBooks Online will automatically categorize your clients' bank and credit card transactions. You can easily see the most recent expenses by having your client snap a photo from a receipt and attach it to any transaction. Clients can give you access their books so you can answer questions and help resolve problems. With more than 65 built in reports, you can analyze your clients' financial health. These reports also include accountant-specific data. Intuit-approved apps from third-party vendors that integrate with QuickBooks Online allow you to do more. Automatic updates ensure that you are always using the most recent version. Our security system is up to par with internet banking, so your data is protected with us. Your data is protected, so even if your computer crashes your work won't be affected.

Follow this link to see how AirFP can help you create or maintain a healthy tax practice. Find out how to take your tax prep company to new heights. Offer bank product settlement options today. Every professional tax software license comes with unlimited free efile. This can save you hundreds. We will help you set up an E-services account and submit ERO file applications. This will allow you to concentrate on making money. Air Financial Partners (AirFP), will provide you with the support and service that you need to retain customers. Our team of tax professionals will help you grow well into the future. Our proven tax business marketing program has been proven to attract new tax prep clients every year. This will help spread the word about your great services. AirPTS 1040 Professional Tax Software is available online and on-site for multi-site tax preparation companies.

Easy believes that Accounting can be made simple and powerful by using the most current technology at an affordable price. Easy is the right solution for you, whether you're a small business owner, an accountant, or a person. Do not spend a lot of money on expensive solutions from large industry players. We offer a complete solution. We offer everything you need, from accounting to payroll to billing. All included. No extra charges for any add-ons. We are a passionate, growing team based in central London. We want to provide intuitive and affordable accounting solutions for small businesses. We connect small businesses with the right numbers, any time, anywhere. Small businesses are the heart of the economy and the engine of it all. We want to provide small businesses with the best tools and information to help grow further. To do this, we work closely alongside our clients to make Easy a single platform that all businesses can access.

Fincent is the only solution that combines beautiful, human-assisted software with obsessive support for customers. Now you can grow a business, reduce costs, and still enjoy life. By the 15th of each month, you should have your books up-to-date and balanced. Use the default accrual basis or request that your accounts be maintained on a Cash Basis. Create digital invoices and request payments. Remind customers of past due bills. You can either absorb the transaction costs or include them in your invoices. Give your customers the option to pay via ACH, debit or credit cards. You will receive year-round assistance with your personal and business taxes. Outsource all steps of the tax filing for your S-Corp or LLC. Have a professional prepare, review and verify your forms prior to signing. Fincent's search engine allows you to quickly find invoices, transactions and subscriptions.

Exact Online gives you complete insight into your business. Exact Online provides all the information you need in one integrated online package. We offer specific solutions for your industry, in addition to CRM and accounting. Exact Online has already helped around 500,000 entrepreneurs realize their dreams. Exact Online provides solid foundations for building a strong company. It covers both CRM and accounting. We offer integrated packages for business owners working in the manufacturing, wholesale, and professional services sectors. All automated with a single flexible subscription. Get 24/7 insight into all data and figures to improve your results. To achieve the best results, work online together. You can be sure that your data is kept safe at all times. All our products have accounting and CRM features. Not sure which product you need? In just a few clicks, our decision aid will help you decide which product is best for your company.

Pacifica Research has released Pilot, a line of real-time management software for Windows that is designed to meet the requirements of small or large retailers, distributors and manufacturers, as well as warehouses, light manufacturing facilities, property managers, maintenance centers, service providers, seeds companies, farming, and agribusiness. Pilot Business Automation and Control is designed to address the unique challenges that businesses face in an internet-connected age. We have experience in business software design and know which tools work and which don't. Pacifica Research has been doing it this way for almost forty years. Your business's success depends on your ability to sell products and services efficiently for a profit. Here are a few ways Pilot CS Cascade can help you achieve that.

CrossLink (CPTS), we believe in creating tax solutions that you need. Solutions that will help you support the taxpayers of your community. Solutions that will help you succeed. CrossLink offers both online and desktop-based tax solutions. We believe in building products that you actually use. We take hundreds of customer suggestions every year and incorporate them into our software. Because you know your community and your business better, we can take your suggestions and make it work. CrossLink 1040 software users can process tax returns faster and more accurately with industry-leading tools like Point-and-Shoot error correction™, TextLink™, and support for electronic signature pads and handheld W-2 barcode scanners.

KDI offers the Core Information System (CIS), a server-driven, widely used, and proven solution for clients who need to capture all their business functions. Each client is able to have CIS installed according to their needs. KDI has the knowledge and experience in Accounting, Business Analysis and Database Management. The CIS Classic series was created in Synon for IBM I Series. It can be hosted on either your AS/400 (I Series) or ours. KDI staff can also offer programming services to upgrade existing software or create new solutions using custom-built applications. Instead of trying to manage all these functions with multiple applications from different vendors, and the hassle of getting them to communicate, not to mention the time-waster that data entry duplication can cause, why not consolidate all your IT-driven business processes into a single, powerful solution?

GrowthForce offers bookkeeping, accounting, controller, and other outsourced services. GF Connect is our web-based client portal, where you can collaborate, message and share documents with your team. It also ensures that your financial management processes are well-organized. Nothing is left behind. From Day 1, you are kept informed about all aspects of your onboarding process, including weekly and monthly processing. GF Connect allows you to easily keep track of what's happening with your outsourced accounting department. You don't have to keep your projects in one place: you can check in from anywhere with our iPhone, iPad, and Android apps. You won't be able to imagine your life without GF Connect and GrowthForce Team.

Cloud Accounting Made Easy. Automate your invoice reminders. Your clients will have access to a fully-branded portal that allows them to view and pay their invoices. Automated bank feeds and reconciliation make routine tasks easy. Connects to all major UK banks as well as over 300 other web services. QuickFile was created to be intuitive and simple. There is no steep learning curve. We are always there to help you if you have any questions. To capture and store receipts in the cloud, download the QuickFile App on Android and iOS. You can tag receipts directly from the app or upload them to Receipt Hub for later identification. QuickFile makes it easy to keep good business records and be productive while on the go. QuickFile provides all the tools necessary to create beautiful, fully customizable invoices. You can even create an online portal for your clients where they can view, download and print their invoices.

Akaunting, an online accounting software that is free and open-source for freelancers and small businesses, is available as an open-source program. Akaunting offers everything you need to manage your money online. It's completely free! There is no trial or limited version. Only the full version. There are no hidden fees or setup fees. The free version is free. You can view your financials online from any device, including your phone, tablet or computer. You can manage your business from anywhere. When we discuss your financials, it is important to ensure that your data is secure and that the software doesn't abuse it. Open source software gives you complete privacy. Everything you need for web accounting. You can keep track of all your payments, invoices and expenses. All your payments, invoices, expenses, and more in one place. Keep track of your cash flow to make better business decisions. Get paid faster by impressing your clients with professional-looking invoices.

Streamlined Audit Engagements – From the very small to very large. Interactive Intuitive. All the benefits of online Cloud Audits: Work remotely, reduce IT infrastructure, and securely collaborate with your clients and team on all audit engagements. Agile Audit has many benefits. Intuitive screens and a 'guided audit" approach ensure that Agile Audit is quick and easy to use. Staff can begin using the software immediately. Secure and seamless collaboration with your clients, audit team, and other stakeholders via a single, intuitive, and secure platform. You can track the status of your engagements and ensure audit compliance. This will allow you to optimize staff allocation and improve business profitability. Secure CaseWare Cloud infrastructure is certified to highest standards, which ensures that your clients' data are kept safe and secure.

ScheduleTalk, the all in one messaging and scheduling platform, will help you maximize the performance of your sales, recruitment, and customer service teams. ScheduleTalk makes it easy to provide the support your clients need, thereby keeping them loyal and happy with your company. It's hard enough to find qualified job candidates. Don't lose them to another company if your follow-up process is slow or disjointed. You can text-enable and connect an existing VoIP or Landline number. Contact us if you are interested in this feature. You can add additional team members to your account to help you manage prospects' conversations. ScheduleTalk's scheduling features can sync with your Google or Outlook calendars (depending on which you connect). We make sure your availability is always up to date automatically, which helps prevent scheduling mistakes.

Online GST Ready Accounting Solution for GST Compliant Invoicing, Maintaining Books, and preparing your GST Returns. It's easy, fast, secure, and online.

Booke's AI-powered automated solutions will increase your efficiency, reduce stress and resolve coding and uncategorized transaction errors. Our advanced error detection technology will help you find and fix bookkeeping errors quickly. Our user-friendly portal will streamline your collaboration with clients, and you'll get faster responses. Spend less time on manual transaction. Booke gets more accurate and reliable as you use it. Our communication tools will keep your clients happy and help you run your business smoothly.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

FirmOS is a platform for accounting firms that automates client acquisition, hiring and operations. It reduces the amount of manual work by integrating AI systems that automate repetitive tasks and increase efficiency. FirmOS, designed by CPAs to help firms run more efficiently with less involvement from owners on a daily basis. Key Features - Client Segmentation: Identify the most profitable clients by using data so that you can focus on them. - Automated lead scraping: Use AI for finding and updating contact details of decision makers, so that your pipeline is always full. - End-to end sales automations: Automate outreach and follow-ups to engage leads and close transactions with minimal effort.

Endowment Manager™, a comprehensive information management tool, is designed to assist you and your entire team in maximising your endowment. Endowment Manager™, a fully auditable subsidiary ledger that is specialized in managing information related to restricted accounts and endowment, functions as such. It can interface via auditable batch transactions to any of your current: general ledgers, accounts payables, grant management, fundraising systems, and will also accept data directly from your custodians or investment management firms. You can manage the unitization of multiple investment pools with different distribution rules for income, gains, shares, and spending. You can easily map to your existing chart and adapt to future account structures. Complete compliance information to track and control fund expenditures and restrictions.

SEEWARA® is a solution that helps companies organize their accounting. Manage documents in an extremely secure location. Find accounting professionals who can process invoices, prepare payroll, and prepare financial statements and tax returns. The latest security technology is used to protect and empower you.

Aero gives you the tools to put your knowledge capital to work for your business. Your processes and procedures are seamlessly integrated with your tasks, making your company more efficient, scalable, and profitable. Aero makes sure that client work is not lost. You and your staff will have a clear overview of what you need to do today, whether it's recurring tasks, one-off projects, or client emergencies. Aero gives you a clear view of all client work, including what's been completed, what's still in progress, and what's due. Aero's integrated time tracking makes it easy to spot scope creep as it happens. Aero's management reports provide insight into metrics such as staff performance and project costing to help you manage your practice.

TaxWorkFlow is a cost-effective, comprehensive solution for tax and accounting practice management. It allows firms to use one software program to increase their profitability and productivity in tax and accounting workflows. It also streamlines and increases the effectiveness of firm operations including client-facing communications. TaxWorkFlow allows your employees to work remotely as a team and not lose productivity. TaxWorkFlow helps you organize client contacts, emails, notes and tasks for each client. It also provides you with an instant snapshot of client status, pending tasks, problems and historical records, regardless of where you are. TaxWorkFlow's client portal makes it easy to share documents with clients. This allows you to keep your business running no matter where you are, without having to meet your staff or clients.

The Explorer-style System Manager gives you control over and access to your IE Business Software system. Drag frequently used functions to the My Documents folder to manage multiple companies. You can also add other office documents, such as word files and spreadsheets, directly to the menu. Our accounting system's heart is one of the most flexible and powerful general ledgers available. You can create unlimited account segments for detailed reporting from unlimited divisions or departments. Unlimited journals, budgets, fiscal periods can be created. The Setup Wizard allows you to quickly and easily set up your chart of accounts. You can use pre-made business charts of accounts templates or create your own. Additional system setup defaults ensure precise data posting. Post transactions either individually or in batches. Clear audit trails should be established throughout the system.