Business Application Directory

Integrate with Drake tax software for secure storage of client tax data in the form of PDFs.

Keep track of tax returns; import invoices into the Lacerte tax software; eliminate double-entry by creating a single data-sharing platform

Import/Export business data directly from the Drake software and manage client records with customizable financial reports.

Sync InfusionSoft with your QuickBooks Desktop and sync orders, inventory, etc. from various sales channels

Sync sales channels like Amazon, Shopify, etc. with QuickBooks with auto-sync of sales inventory and orders

Track time and billing of the firm’s work; create electronic invoices; get real-time access to staff information.

Sync your Amazon and FBA orders with QuickBooks Desktop to sync sales receipts, payments, invoices and more

Allocate resources, track projects, and get realtime reports for preparation of individual and entity tax returns

Automate data entry and organization by extracting accurate data using OCR-based technology.

Securely store and transfer sensitive client data and collaborate with your team on a common platform.