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Gather client data and organize documents securely and efficiently using client information portal
Create and view 1099s- MISC/INT/DIV and W-2s forms for small business clients
Get instant answers to all tax-related queries with integrated search tools like CCH Browser Search and CCH State Tax NexusExpert
File and pay due tax amount for 1040 individual return and 4868 Extension using credit/debit card through Drake tax program.
Create dynamic pivot table reports in excel using F9’s financial formulas, export data into Excel for budgeting and forecasting
Automate the accounts payable digital invoice capture and approval process to improve efficiency across the organization.
Track employee time and sync employees, vendors, payroll, and customers data between QuickBooks and Hour Timesheet
Integrate with QuickBooks to utilize the existing data and generate fund balance sheet reports.
Add, modify, dispose, and transfer assets easily and quickly; automate asset tracking; calculate state and federal reports
Import Journal entries directly into QuickBooks in formats such as ?. qif, .qfx, .ofx, .xls, and .qbo? supported
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