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.

Based on the foundations and technology of Lexis Advance. Your favorite lexis.com®, research features, are still available with Lexis®, but they have been enhanced with more functionality. Lexis®, which offers more Alert types, a streamlined setup, and increased flexibility at no additional cost, has more to offer. Compare Alerts at Lexis and lexis.com®. Lexis offers Shepard's preview, faster validation tools, and visual maps of citing decisions. Compare Shepard's at Lexis and lexis.com. Lexis allows you to work faster and with better direction by browsing legal topics, practice areas pages, and other information.

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

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.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

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.

You can collaborate with others without ever leaving your document. Or, you can jot down an idea using your digital pen. Do you need to publish a newsletter? You can easily convert your Word document to a webpage. Collaboration with others around the world Just one click and you can translate documents into your non-native language. You can add 3D models to your document. Learn Tools allows you to easily correct any errors in your content. It's now easier to find great sources. You can use Researcher to view articles in the task pane, so you can focus on your writing. It's helpful to see the bigger picture when you're working on your document. The Editor Overview Pane allows you to find and fix any proofing problems.

Office 2021 is an on-premises version for Word, Excel PowerPoint, Project Visio and Access. It's available to customers who aren’t ready to move to the cloud. With tools like PowerPoint Morph and new chart types in Excel and improved inking between apps, you can create presentations, data models and reports. Focus Mode in Word, Focused Inbox and travel summary cards in Outlook make it easier to manage your time, emails, and contacts.

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.

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 global insolvency software is cost-effective and allows you to manage insolvency cases efficiently. It also allows you to communicate with key stakeholders. Time recording, insightful reporting, and data analytics help you maximize your productivity and make informed choices. IPS Cloud is the heart of your business. It integrates with any external system to provide seamless experiences. We take care of everything, including security, updates, backups, and infrastructure. Turnkey's insolvency experts designed this SaaS platform to help you manage any insolvency case. It guides you through a compliant process from pre-appointment until finalization. The interactive dashboards provide information on all the decisions, statutory tasks and approvals as you work through the case. IPS Cloud is not just an insolvency case management software, it is a fully digitized ERP system that supports all your restructuring needs.

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, a cloud-based accounting software, is designed to streamline financial and operations processes for small and medium-sized businesses (SMEs). It has a variety of features including invoicing and expense tracking, payroll management as well as inventory control and tax compliance. MYOB Business offers real-time financial reports and dashboards that are easy to use. This helps business owners make informed choices. The platform allows for seamless integration with banking systems, payment portals, and other tools. This reduces manual work and automates processes. MYOB Business's scalability is well-known. It caters to growing businesses with flexible pricing plans and customizable options to meet diverse industry requirements.

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.

We know that every accountancy practice is different. The IRIS Accountancy Suite was designed to be flexible. To meet the diverse needs of your clients, simply choose from the list of available accountancy software modules. Our accounting software has a proven track record of compliance and offers the most comprehensive portfolio of integrated and automated solutions to any thriving practice. You can browse our entire product range to find the right solution for you business, or contact our friendly advisors who will help you choose the best accounting software for your needs.

Upgrade to the most powerful and feature-rich legal software to get your firm moving at a rapid pace. Integrate every legal Matter Management tool and workflow automation to capture and save all information related to a matter as it happens. Access all the information you need about your firm's achievements, performance, and activity in one place. You can increase efficiency with a fully integrated general and trust accounting system by simplifying it and spending it to improve your bottom line. Quickly and easily search the entire knowledge base of your law firm. You can filter, group, and pivot your search results around multiple points easily. Our customized client journey begins with our Needs Based Analysis. This allows us to get to know you and your legal practice in order for us to better understand how we can assist you.

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.

Our innovative solution elevates the processing, checking, and communication of ATO documents (notice of assessments, statements of account, and tax debts) to a new level of business capability. You can now say goodbye to the tedious and time-consuming task of processing ATO documents. Our software automatically compares ATO documents with the estimate in your practice management program - before validating them, filing and sending them to the client. The solution will send the notice of assessment to you or your team for further investigation and action if there is a discrepancy. The process is easy and the results are unquestionable. The solution can be used to bulk scan multiple types ATO documents at once or to download files from the ATO Portal. It allows you to identify the documents and manage them according to their type.

Poor infrastructure shouldn't stop you from building and managing a successful accounting firm. GreatSoft CRM software will give your firm the tools it requires to succeed. GreatSoft specializes in providing high-quality CRM solutions for accountant firms. We also offer the most recent technical support. Cloud CRM software offers the best security, speed, functionality, and security for our clients. Our experts are constantly improving and maintaining our software offerings so that you can be sure you're getting the best for you firm. We understand that every accounting firm is different, so we create custom solutions for each client. We can help you find the right solution for your firm's specific needs in tax, document management, and secretarial functions. Our team is experienced and well-versed with the details of the accounting industry.

IRIS Practice Engine allows you to look forward with confidence. Cloud-based practice management software gives clients the confidence and clarity they need to make better business decisions. IRIS Practice Engine has been in the market for over 20 years and has helped many practices grow their businesses by improving efficiency and client relationships. The company has continually improved and innovated its software over the past few decades to keep up with changing accounting needs. We at IRIS Practice Engine know that you want your firm to grow and be forward-thinking, regardless of the limitations of technology and processes. You need one solution to manage the firm. You feel frustrated because legacy software lacks the capabilities and features you need.

Comprehensive company secretarial software designed for UK accountants. Our comprehensive Digita Company Secretarial software will allow you to offer your clients professional company secretarial services. You can easily update the Persons of Significant Control Register (PSC) and file online in a matter of seconds. You can reduce errors and speed up your company secretarial work with proactive anti-fraud alarms and automatic data imports from other modules within our suite and Companies House. Companies House allows you to quickly create a client. Simply click a button to send forms directly to Companies House. You can monitor online filing activity and receive proactive alerts to detect fraud. Produce forms, meeting minutes, and other documents efficiently. Use the PSC Register to identify and record people with significant control. Our public record checker tool will verify that your client information is correct.

CCH Company Secretarial will efficiently manage the statutory requirements of your clients. All your company secretarial needs can be managed in a comprehensive cloud solution. CCH Company Secretarial software makes the entire process of company secretarial as efficient and quick as possible, from preparing and filing confirmation letters to resigning and making new appointments. Companies House allows you to upload company details without having to re-key. Each staff member can have access rights. There is no limit to the number of users. It is easy to add and update information using the browser-based interface. Access your information from any device, desktop or mobile, including tablets. Secure cloud library contains signed minutes and other company documents. Every company you create using our corporate secretary software will be automatically added to the Companies House database.

Software for financial services that is optimized for performance. It is not easy to run a financial services company. We can help. We can help.

CCH iFirm can help you monitor and streamline all aspects of your tax and accounting company. The CCH iFirm Suite solutions will help you improve your office's processes, both internally and with clients. Automate your workflows and increase visibility to help you work more efficiently and offer faster service to clients. A customizable portal allows you to quickly and securely exchange documents between clients and internal staff. All client information can be centralized in one secure location to improve accuracy and make it easier to access. Schedule a demo to see CCH iFirm® Practice Manager or CCH iFirm® Client Portal. A Wolters Kluwer Solutions Consultant is available to answer any questions and help you find the right tools in your office.

Award-winning software for accounting and tax. For individuals and practices, the software offers simple, practical, and innovative solutions. You can now manage clients, tasks and workflows throughout your practice, as well as the entire TaxCalc ecosystem. You want complete visibility of every work that is being done in your practice. Want instant access to all client information? You want to cut down on admin, maximize chargeable time, and bill more accurately. Do you want to be more organized and more efficient in all you do? Our powerful PM toolkit is flexible, affordable, and puts you in charge. This allows you to spend more time on growing your business. No matter if you're a start up with ambitious goals or a large company looking to improve efficiency and productivity, there's one name you can trust to help you achieve more. Change the game. TaxCalc is the best practice management.

FuseDocs can be integrated with your practice management and document-management platforms to create an entire annual report package in seconds. Standardize your processes across locations or teams and create professional report packs that are easy to understand and navigate for your clients. While electronic documents are essential to your business, they don't mean that your team should spend too much time creating them. They could be spending their time on more important work. There are many ways that you can improve the process in your company, especially in light of the unprecedented change and digital transformation. How do you prioritize them? Over the past year, we received a lot of feedback form clients indicating that there is potential to automate your workflow in the areas review, approvals and finalization. Our new Workflow feature is the result of that feedback.

EbixEnterprise, a comprehensive insurance management system, streamlines policy management through its entire lifecycle. EbixEnterprise consists of six components: Customer Relationship Management, Health Insurance Exchange, Policy Administration, Claims Administration, Data Analysis, and a Consumer Web Portal. Each component is seamlessly integrated with the other, allowing data to flow between them as required by the business. SmartOffice CRM allows organizations to manage state license information, broker information, commission rates, sales pipeline information, and agent/broker information. EbixEnterprise's Online Quoting Portal HealthConnect is the most popular health insurance exchange for buyers or sellers of health insurance and employee benefits. EbixEnterprise Administration provides all the tools necessary to manage policies, create plans, maintain plan rates information, and so on.