Virtual Cabinet Integrations

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.

GoldMine eliminates the headaches associated with many CRM platforms. Our interface is so familiar that your employees will feel at home. You will spend less time training and more time doing. Your CRM System is not something you should "rent". Instead, OWN it and save BIG. Many companies save up 70%. It's yours forever with one simple payment You can take control, save money, and have the assurance that you will never be "shut off". CRM is even more powerful when it is combined with other powerful apps. With one login, you can have universal access to the cloud option. Here are some of the most popular Add-On apps. It's your data, and you must protect it. We get that. We have partnered up with top hosting providers that can back up your data, protect it against intrusion, and comply with certain data storage practices.

Salesforce Sales Cloud is a robust sales force automation platform that enhances the sales process with AI-driven insights and automation. The platform helps businesses streamline their sales operations, offering comprehensive tools for managing leads, opportunities, and customer activities. Sales Cloud enables sales teams to forecast sales in real time, optimize pipeline management, and improve decision-making by leveraging predictive analytics. The platform’s automation features eliminate repetitive tasks, allowing sales reps to focus on high-value activities that drive conversions. Sales Cloud’s integration with Salesforce Einstein and other tools helps users gain deeper insights into customer needs and sales performance, ultimately helping them close deals faster. With customizable dashboards, activity tracking, and reporting, Sales Cloud provides a unified view of sales progress, giving businesses the ability to stay ahead of the competition and optimize revenue growth.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

Work seamlessly with others while remaining within your document, or quickly jot down thoughts using your digital pen. If you need to share a newsletter or document, you can effortlessly convert your Word file into a webpage. Collaborate with team members from around the world and easily translate your documents into your preferred language with just a click. Unleash your creativity by adding 3D models directly into your work. With Learning Tools, you can listen to your content being read back to you, making it simple to identify and correct errors. Discovering valuable sources has never been easier; utilize Researcher to read articles in the task pane, allowing you to maintain focus on your writing. Additionally, when refining your document, having an overview is beneficial. The Editor Overview Pane allows you to pinpoint and resolve any proofing issues efficiently, ensuring a polished final product. This comprehensive set of tools enhances your writing experience, making collaboration and innovation more accessible than ever.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

For those customers who are not yet prepared to transition to the cloud, Office 2021 serves as the latest version of on-premises applications including Word, Excel, PowerPoint, Project, Visio, Access, and Publisher. This suite allows users to craft presentations, develop data models, and generate reports using advanced features such as PowerPoint Morph, newly introduced chart types in Excel, and enhanced inking capabilities throughout the applications. Additionally, it simplifies the management of time, emails, and contacts with functionalities like Focused Inbox, travel and delivery summary cards in Outlook, and Focus Mode in Word. With these enhancements, users can experience a more streamlined workflow and greater productivity in their daily tasks. Furthermore, Office 2021 offers an improved user interface that caters to both individual and collaborative work environments.

Built upon the robust framework of Lexis Advance, Lexis® maintains all your preferred lexis.com® research functionalities while introducing an impressive array of enhancements and new features. With Lexis®, users can access a wider variety of Alert types, enjoy an optimized setup process, and experience greater flexibility—all at no additional cost. Discover the differences in Alert functionalities between Lexis and lexis.com®. Additionally, Lexis offers an innovative Shepard’s® preview, improved validation tools, and visual representations of citing decisions for better insights. Explore how Shepard’s features on Lexis stack up against those on lexis.com. Lexis empowers you to streamline your workflow more efficiently by allowing you to navigate through sources, legal topics, practice area pages, and jurisdictional materials with ease. This capability enhances your research experience, ensuring you can find relevant information quickly. Furthermore, Lexis provides expanded options to maximize your research history, including prolonged history storage and detailed insights for each list entry, ultimately enhancing your overall research effectiveness.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

Our innovative global insolvency software offers an economical solution for managing insolvency cases while facilitating effective communication with essential stakeholders. With features such as time tracking, detailed reporting, and robust data analytics, you can enhance your efficiency and make well-informed choices. Central to your workflow, IPS Cloud seamlessly integrates with any available external system, providing a smooth user experience. You can access case information from any location, free from concerns about infrastructure, updates, backups, or security, as we handle all those aspects for you. Developed by insolvency specialists at Turnkey, this SaaS platform guides you through every step of an insolvency case, ensuring compliance from the pre-appointment phase to the final resolution. As you progress through each case, interactive dashboards will draw attention to all statutory tasks, decisions, and approvals that require your focus. Beyond a mere insolvency case management tool, IPS Cloud is a comprehensive ERP solution that streamlines and supports your entire restructuring process, making it an indispensable asset for your operations. With its user-friendly interface and powerful capabilities, it empowers you to navigate complex cases with confidence and precision.

Reckon One is an affordable accounting software that's ideal for small and medium-sized businesses. It offers real-time cash flow tracking and invoicing, payroll management, expense tracking and tax compliance features. Reckon accounting software has a flexible pricing structure that allows users to select only the features they require (and save money). Reckon One is ATO approved and STP-compliant. It helps users stay organized and in compliance with tax regulations. SIMPLIFY COMPLIANCE & PAY YOUR EMPLOYEES Payroll software that is easy to use and compliant with the ATO. Manage pay runs, leave, super, and Single Touch Payroll. UNLIMITED ONLINE INVOICING Professional invoices with a 'Pay Now' button can increase cash flow and boost cash flow. Recurring invoices and reminders for payment will reduce the time it takes to complete tasks. Reckon One allows businesses to track, manage, and store expenses. Reckon One also allows them to attach receipts to claims for approval.

DocsCorp is the choice of document management professionals looking for software that makes their jobs easier and more efficient. Our global brand has more than 500,000 users in 65 countries. Our product portfolio includes document creation, email recipient check, metadata cleaning and document comparison. You can also access our PDF creation and PDF conversion software on your desktop, server, or cloud. Our products are compatible with the most popular enterprise content management systems. This allows for business efficiency and streamlines processes. We offer organizations both on-premises integrations and cloud integrations. We work with industries that are document-centric in order to help them manage their most important asset - documents. This includes Government Departments and Legal Services, Financial Services, as well as Technology companies.

MYOB Business is a robust cloud-driven software solution aimed at enhancing the financial and operational efficiency of small to medium-sized enterprises (SMEs). This platform encompasses an array of functionalities, such as invoicing, expense tracking, payroll management, inventory oversight, and compliance with tax regulations. Through its real-time financial reporting and intuitive dashboards, MYOB Business equips business owners with critical insights necessary for making well-informed choices. The software also facilitates smooth integrations with various banking systems, payment processors, and additional business applications, promoting automation and minimizing manual workloads. Renowned for its adaptability, MYOB Business is designed to support the evolving needs of expanding businesses by offering versatile pricing structures and customizable options tailored to different sectors. Moreover, its user-friendly interface ensures that even those with limited accounting experience can navigate the software with ease.

It is an easy-to-use online CRM that allows B2C businesses to manage 100,000 leads and automate customer touchpoints, without having to change their sales process. It integrates seamlessly with third-party software and ensures compliance with regulators and GDPR. All the features you need in one place, a complete platform Contact us by phone, email, SMS, or postal mail - A powerful CRM that will help you manage 100,000 leads Intelligent workflows that automate your processes - Seamless integrations via our API, webhooks or Zapier integration - Multi-channel marketing automation - Custom reporting and analytics - Partner features (ideal if you sell, buy or refer leads). FLG is used by over 5,000 users to automate and manage their processes. To learn more about how we can help you, request a demo.

Recognizing that every accountancy firm has its own distinct characteristics, the IRIS Accountancy Suite is tailored to provide exceptional adaptability for all practices. You can select from a wide array of accountancy software modules listed below to meet the diverse needs of your clientele effectively. With an unparalleled compliance history, our accountancy solutions deliver the broadest selection of integrated and automated tools suitable for any successful practice. Explore our extensive product offerings below to discover the perfect fit for your organization, or reach out to our knowledgeable and approachable advisors who are ready to assist you in identifying the most suitable accountancy software for your specific needs. IRIS ensures that every facet of your operations and every phase of the client experience, from start to finish, is encompassed by its comprehensive digital solutions. For example, IRIS OpenSpace allows for swift and secure, GDPR-compliant document sharing and approval, while IRIS Docs offers a robust digital document management system. Additionally, our solutions are designed to evolve alongside your practice, ensuring you stay ahead in a rapidly changing industry landscape.

Elevate your legal practice by adopting the most advanced and comprehensive software solution, propelling your firm into a new era of efficiency. Harness an all-in-one Matter Management tool that seamlessly integrates with automated workflows, ensuring that every detail related to a case is captured and stored in real-time. Enjoy the convenience of accessing extensive and current insights into your firm’s performance, accomplishments, and activities—all consolidated in a single dashboard. Experience improved efficiency through a fully integrated general and trust accounting system designed for simplicity, allowing you to focus on enhancing your profitability. Effortlessly navigate your law firm’s extensive knowledge base, enabling rapid and straightforward searches. With the ability to filter, categorize, and analyze your search results across multiple criteria, gaining insights has never been easier. Our personalized client onboarding process, initiated with a Needs Based Analysis, allows us to thoroughly understand your legal practice, ensuring we meet your specific needs effectively. Together, we can tailor solutions that align with your firm’s goals and drive long-term success.

Enhance your professional offerings with our all-encompassing Digita Company Secretarial software designed specifically for UK accountants. This powerful tool allows you to efficiently manage company secretarial services, including swift updates to the Persons of Significant Control (PSC) Register and online filings in mere seconds. Minimize mistakes and expedite your company secretarial tasks with built-in anti-fraud alerts and seamless data imports from other modules in our suite as well as from Companies House. Instantly create client profiles by extracting data directly from Companies House, and with just a click, you can easily submit forms to Companies House. Stay vigilant regarding online filing activities while receiving proactive alerts to help identify potential fraud. The software also enables you to efficiently generate forms, meeting minutes, dividend vouchers, and other essential documents. Utilize the PSC Register to accurately identify and record individuals of significant control, while our public record checker tool ensures that your client data remains precise and up-to-date. With these features, you can significantly elevate the standard of service you provide to your clients.

Flexible, modular, and customizable ESG risk management solutions that can be used in the financial sector, supply chain, corporate sustainability, investment opportunities, and corporate sustainability. ESG management is essential for reducing risk, simplifying compliance, and adding value to your company. A leader in sustainability software can help you increase profit and decrease risk. Turnkey provides modular, customizable ESG risk management solutions that can be customized for the financial sector as well as supply chains, corporate sustainability, and investment communities. Our experience and expertise combine with robust security, in-depth analytics and real-time data to help you increase profits and reduce risk in the most efficient and effective manner. Turnkey's mission it to transform the complex sustainability sector through dynamic data technology that transforms reports and increases client brand credibility and valuations.

Software tailored for the financial services sector designed to enhance performance. Operating a financial services enterprise can be quite challenging, and that's where we step in. Throughout regions including the UK, Europe, North America, APAC, and South Africa, over 9,000 investment firms, wealth management companies, advisory services, trading entities, and brokerage firms are setting ambitious goals and achieving greater success with our performance-driven financial services software. The complexities of managing a financial services business are ever-increasing, with daily pressures on both resources and finances. As demands grow—be it more data, heightened compliance requirements, or fierce competition—we are here to assist. Globally, a multitude of financial advisors, wealth managers, investment managers, traders, lenders, and mortgage brokers depend on our innovative software to operate more efficiently and provide superior services to the countless individuals who depend on them. Originally known as QuantHouse, the industry leader in API trading technology, we have now transitioned to Iress, enabling our clients to enhance their data-driven trading strategies even further. Our commitment is to continually adapt and provide solutions that meet the evolving needs of the financial landscape.

Revolutionary tax and accounting software that has received accolades for its effectiveness. It offers straightforward, practical, and groundbreaking solutions tailored for both practices and individuals alike. Now you can seamlessly oversee clients, tasks, workflows, time tracking, and compliance services throughout your practice, all within the comprehensive TaxCalc ecosystem. Are you seeking complete transparency in all ongoing work within your firm? Do you require immediate access to detailed client information? Looking to streamline administrative tasks, enhance billable hours, and ensure more precise invoicing? In essence, do you aspire to be more organized and effective in your daily operations? Our robust project management toolkit is designed to be scalable and cost-effective, empowering you to take charge and allowing you to dedicate more time to expanding your business. Whether you’re an ambitious startup or a larger organization aiming for improved efficiency and productivity, TaxCalc is the only name you can rely on to help you accomplish more for less. Transform your approach to practice management—opt for TaxCalc and redefine success. Discover the difference today.

By integrating FuseDocs with your practice management and document management systems, you can compile an entire annual report package in just seconds. This allows you to establish uniform procedures across various teams or locations while creating professional report packages that are user-friendly for your clients. While electronic documents form the backbone of your operations, your team shouldn't waste time generating them when they could be concentrating on more important tasks. You likely have numerous ideas for process enhancements within your firm, particularly in response to the rapid changes and the pressing demand for digital transformation. The challenge lies in determining which improvements to prioritize. Over the past year, we've received substantial feedback from clients indicating a desire for increased automation within workflows, particularly in the areas of reviews, approvals, and finalization. In response to this input, we have developed our new Workflow feature, designed specifically to streamline these processes and enhance overall efficiency. Ultimately, embracing this innovation can significantly elevate the productivity of your team while ensuring high-quality document management.

Our cutting-edge solution elevates the management, verification, and communication of ATO documents such as Notices of Assessment, Statements of Account, and Tax Debts to unprecedented levels of operational efficiency. Bid farewell to the labor-intensive and monotonous process of handling ATO documents. This solution seamlessly compares ATO documentation with the estimations recorded in your practice management system, validating, organizing, and dispatching them to clients with ease. In cases where discrepancies arise, the solution promptly forwards the notice of assessment to you or your team for further review and action. The entire procedure is straightforward, and the results are indisputable. With the capability to bulk scan various ATO documents simultaneously or download files directly from the ATO Portal, the solution adeptly recognizes and manages each document according to its classification. Additionally, BAW is committed to providing automation solutions designed specifically for corporate enterprises, significantly boosting productivity while enhancing client interaction. This innovative approach not only simplifies tax document management but also fosters a more efficient and responsive client service experience.

EbixEnterprise serves as an all-encompassing solution for insurance management, effectively optimizing policy oversight throughout its entire lifecycle. The platform comprises six key elements: Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These components are interconnected, facilitating the seamless transfer of data in response to various business requirements. SmartOffice CRM empowers organizations to efficiently handle agent and broker details, commission structures, sales pipelines, and state licensing information. Furthermore, the Online Quoting Portal, HealthConnect, stands out as a premier marketplace for both buyers and sellers of health insurance and employee benefits. In addition, EbixEnterprise Administration functions as a robust policy management system, equipping users with all necessary tools to oversee policies, define insurance plans, and maintain associated rate data. This comprehensive approach not only enhances operational efficiency but also drives improved decision-making across the organization.

Successful management of an accounting firm should not be hindered by inadequate infrastructure. Equip your firm with the essential tools by investing in specialized CRM solutions from GreatSoft, which focuses on delivering top-tier CRM services tailored specifically for accountancy practices. Our cloud-based CRM systems provide optimal security, speed, and functionality to meet the diverse needs of our clients. With a dedicated team of experts continuously enhancing and supporting our software, you can be assured that your firm is always utilizing the most effective tools available. Recognizing that each accounting firm has unique requirements, we develop customized solutions to address various aspects such as tax management, document handling, and secretarial duties. This personalized approach ensures that we can meet every specific demand you may have. Our knowledgeable team is not only hands-on but also deeply understands the nuances of the accounting industry, making us a reliable partner in your firm’s growth and success. Ultimately, investing in the right CRM software can significantly enhance your firm's overall efficiency and service delivery.

IRIS Practice Engine empowers you to anticipate the future with assurance. Our cloud-based management software provides the insight and confidence necessary for making informed business choices. With over 20 years in the industry, IRIS Practice Engine has supported numerous practices in expanding their operations by boosting efficiency and enhancing client interactions. Throughout the years, the company has consistently adapted and upgraded its software to align with the evolving demands of the accounting sector. At IRIS Practice Engine, we understand your desire to be a progressive, expanding firm, free from the limitations imposed by outdated technology and workflows. To achieve that, you require a comprehensive solution to oversee your firm effectively. Unfortunately, traditional software often lacks the essential features and functionalities you seek, leading to feelings of frustration and hindrance in your growth. This is where IRIS Practice Engine steps in, offering you the tools you need to thrive in a competitive landscape.

CCH Company Secretarial streamlines the management of your client's legal obligations with remarkable efficiency. This all-encompassing cloud-based solution addresses every aspect of company secretarial needs. The CCH Company Secretarial software is designed to expedite the entire process, allowing for quick preparation and submission of confirmation statements, as well as handling resignations and new appointments seamlessly. You can easily upload a company's information directly from Companies House, which removes the hassle of re-entering data. Each team member's access can be customized with specific user rights, and there are no limitations on the number of users who can utilize the system. Its intuitive browser-based interface and systematic layout make it simple to input and manage all necessary information. You can access the platform from any location, at any time, using desktop or mobile devices, including tablets. Additionally, the secure cloud library safely stores signed minutes and other essential company documents. Any business created using our corporate secretary software will be automatically registered in the Companies House database, ensuring a seamless integration into official records. This innovative approach not only saves time but also enhances compliance and reduces the risk of errors in documentation.

Enhance and optimize all facets of your tax and accounting firm with CCH iFirm, a comprehensive suite designed to refine both internal operations and client interactions. By utilizing the CCH iFirm Suite, you can automate workflows and gain better visibility, enabling more efficient work processes and quicker service delivery to clients. Safely and swiftly share documents with clients or colleagues through a customizable portal, ensuring streamlined communication. Consolidate all client data into a single, secure repository for enhanced accuracy and ease of access. Explore the features of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by arranging a demo without any obligations. Should you have any inquiries, a consultant from Wolters Kluwer Solutions is ready to assist you in identifying the best tools tailored for your business needs. Additionally, consider how these solutions can transform your operations and elevate your client service experience.