Business Application Directory

AdvanceFlow is a cloud-based audit engagement management tool for accounting firms, streamlining the audit process from start to finish. It features trial balance capabilities, workpaper management, financial statement reporting, and…

Automate the manual data entry work; keep track of transactions, bills, payrolls, and generate other accounting reports for tax filing

Ensure easy payment and fee collection through tax refunds with built-in identity theft-protection

Integrate with Lacerte tax software to automatically import data into client’s 1040 return

Get professional mailers, and envelops to match slip sheets printed from Lacerte software

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

Automate the data entry work; transfer year-end balances and adjustments; sync with client’s books to send and receive information

Organize and manage documents; edit PDFs print batch of accounting files

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