PlanStreet Integrations

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 70% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

The new standard for online payments. Stripe is the best platform to run an internet business. For forward-thinking businesses all over the globe, we handle billions of dollars annually. Stripe creates the most flexible and powerful tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Stripe is helping millions of innovative technology companies scale faster and more efficiently than ever before. We believe that payments is a problem rooted in code and not finance. We are obsessed with finding elegant, modular abstractions that allow for robust, scalable and flexible integrations. Stripe is easy to use because we remove unnecessary complexity and extraneous detail.

Elation Health is the most trusted technology platform for independent primary care. Since 2010, the company has delivered clinical-first solutions — built on an award-winning collaborative EHR platform — that help practices start, grow, communicate, and succeed in delivering the highest-quality personalized care to patients. Elation Health supports primary care providers in upholding the craft of medicine, while thriving in an evolving healthcare landscape. Today, Elation Health serves 24,000 active clinicians at 2,100 clinics, caring for 9.3 million Americans. Elation’s clinical-first EHR is designed and built for independent primary care practices and physicians. With Elation, practices can manage patient records, book and arrive appointments, and view provider schedules. Elation’s three-panel console and chronological health record give providers a full view of the patient’s medical history, along with the clinical profile where key patient health data is documented and maintained including problems, medications, immunizations, allergies, and more. Patient problems are easily pulled into assessments and SOAP notes, and can be addressed in real-time with the patient during the visit.

Through the management and disposition of data, we help organizations comply with data privacy regulations. Pre-packaged policies for government, financial services, and life sciences reduce retention costs and complexity. All-inclusive subscription that includes usage and support in one price. Available either on-premises, or via an MSP-provided service. You can control the management and disposition your data in accordance with privacy regulations at all levels. Automated classification, folder creation, policy application and advanced disposal processing reduce errors. Data privacy management is a critical task. Comprehensive controls for managed content, while simplifying disposal. Optional automated data retention tags are available to automate the lifecycle management of all content, both structured and unstructured.

You can access, share, or access your files from any device. The first 15GB of storage is free. Drive Enterprise allows businesses to only pay for the storage that employees use. It works seamlessly with Microsoft Office and comes with Google Docs and Sheets. You can store photos, stories and designs, drawings, recordings, videos and more. Google Accounts come with 15GB of storage for your first 15GB. You can access your files in Drive from any smartphone, tablet or computer. Your files will follow you wherever you go. You can quickly invite others and allow them to download, view, and collaborate on any files you wish. Get started with Drive free of charge

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Every day is a chance to make the most of it. Google Calendar's new app allows you to spend less time managing your calendar and more time enjoying it. A Schedule with a view. Schedule View brings your schedule to life. It makes it easy to see what's in store with images and maps.

Teams of engaged people work together to solve today's complex business challenges. We have created an online guide to help you and your team learn the secrets of teamwork. There are no limits to what you can accomplish when you have a place where you can create and make decisions together as a team. Teams allows you to bring everything together in one shared workspace. You can chat, meet, share documents, and use business apps. Your team can get on the same page using group chat, online meetings and calling. Microsoft 365 (formerly Office 365), apps such as Word, Excel, PowerPoint and SharePoint allow you to collaborate on files. To keep your business moving forward, add in your favorite Microsoft apps as well as third-party services. Microsoft 365 provides end-to-end security and administrative control. Teams is for all types of groups. Start with the no-obligation, free version. As part of the best-in class suite of productivity tools, you can also get Team.

PayPal is used by 9 million merchants to grow, manage, and build their businesses. You can get the tools, products and financing you need to help your business grow. This includes everything from building a website and processing payments to shipping and marketing. We also offer business loans* that can be used to provide merchant financing to help you get started and continue to grow. You can get paid online or in person. We have the solution for you, whether you need online billing, a customized checkout for website, or a card reader to process on-the-go transactions. You can choose from a variety of products and services that will simplify your day-today operations such as tools to track payments and print shipping labels. Merchant lending options can help you quickly access the money you need now. You can also offer financing to your customers that allows them to pay over time while you get paid upfront.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.