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Software used to manage client accounts and workflows at accounting firms. - Centralize all client data and sync with external accounting software - Store sensitive documentation electronically and provide e-signature functionality - Assign tasks to employees, track deadline progression, and monitor task performance metrics - Automate and streamline client invoicing
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CashTrax is a fully automated reconciliation solution that will automate and standardize your account reconciliation process to generate real-time and accurate financial statements. The offline automated reconciliation solution is capable of performing high speed automated matching using predefined interfaces, templates and rules. CashTrax offers business value to your existing accounting process through its unique functional features: 1. Streamlined process 2. Intelligent Importer 3. Breaks Management 4. Usability Focused 5. Superior Control 6. Benchmarking Process Practical functional features that are bound to revolutionize the way you handle reconciliations. Intelligently crafted to achieve operational efficiency by automating reconciliations 1. Cost-Effective and Efficient 2. Zero Junk Data 3. Zero Scope For Error 4. Insightful, Accurate and Prompt 5. Lowly Adjustments Prefer to see a quick demo or got questions? Click the "Try now" button to schedule a free demo.
Organize and streamline your accounting firm into a workflow that makes sense with Canopy's accounting practice management software. Learn more here!
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Webgility is flexible, powerful ecommerce automation software that connects over 60 business platforms to your accounting solution. Connect QuickBooks Online or QuickBooks Desktop to ecommerce stores, marketplaces, and point-of-sale systems — no IT necessary. Webgility makes it easy to adopt new sales channels and strategies, so you find new customers and sell more. Automation syncs ecommerce data — shipping, purchasing, inventory, pricing, and more — and accounting data automatically and securely across your sales channels. Reduce errors and manual data entry, and never worry about bookkeeping accuracy. Plus, use analytics to better understand profitability, sales, settlements, and product performance, sort tax revenue across jurisdictions automatically, and so much more. All plans come with free five-star onboarding and support.
Soluzione software gestionale, completa e integrata, progettata per soddisfare le esigenze degli studi professionali e delle associazioni che forniscono servizi amministrativi, fiscali e digitali a imprese e privati, anche in cloud. Con PROFIS automatizzi tutti i processi di gestione dei servizi di contabilità ordinaria, semplificata, professionisti e tutti gli adempimenti collegati. Inoltre, crei un network collaborativo tra il tuo studio e le tue aziende clienti grazie ai servizi di contabilità condivisa. Elabori le dichiarazioni fiscali in sicurezza grazie ai modelli ministeriali sempre aggiornati e gestisci tutte le fasi del processo di redazione del bilancio.