The transition away from traditional, after-the-fact client write-up systems and to collaborative, real-time financial reporting systems has taken many years, but we are starting to see the outline of the systems of the future. Cloud-based software will be used to help practitioners and clients work together on a business, and will yield results which are more timely and less compliance-oriented than traditional write up products.
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Xero Partner Program – Accountant Version800-411-9376 www.Xero.com Best Fit: Technologically progressive firms wanting a completely web-based professional accounting solution for use in performing periodic client write-up services, including account reconciliations, payroll reporting, ledger and journal management, and financial reporting. Strengths Online bank integration supports many deposit and credit card accounts Reconciliation tools simplify classification of […]
Intuit, Inc. – QuickBooks Online Accountant800-267-8379http://accountants.intuit.com/accounting/quickbooks/online-accountant/ Best Fit: Professionals seeking a web-based professional write-up solution that integrates directly with their clients’ versions of QuickBooks Online. Strengths Multiple client management in single online program Accountant Center with tools for books review and clean up Simple connection to clients’ QuickBooks Online Reporting options include PDF, Excel output […]
PC Software Accounting, Inc. – Client Write-Up800-237-9234www.pcsai.com Best Fit: Professionals who want an installed or web-hosted write-up utility and who prefer a fast, heads-down data entry approach. Also for firms using older systems looking for conversions into a new program. Strengths: Fast data entry Includes full GL, AP, AR and journals management capabilities Streamlined reconciliation […]
AccountantsWorld – Accounting Relief888-999-1366 ext 517www.AccountantsWorld.com Best Fit: Public accountants providing write-up services for multiple clients, who also want to take their firm and clients to a web-based solution that gives the professional anytime access to their clients’ live data, eliminating data transfer. Strengths Integrated web-based professional and client-side bookkeeping Anytime access to live client […]
Intuit, Inc. – QuickBooks Accountant 2013800-267-8379www.accountant.intuit.com Best Fit: Accounting practices providing write-up features for clients that use QuickBooks. Strengths Accountant version includes all industry-specific versions of QuickBooks Streamlined navigation and interface Batch and pasting of thousands of transactions at once Output to PDF, Excel and other formats Built-in client invoicing and electronic payment options Mobile […]
Micronetics, Int’l. – Accounting Xpert Enterprise Edition Client Write-Up561-995-1477www.axpert.com Best Fit: Accounting Xpert is designed for accounting professionals serving multiple clients of any size, including mid-sized and larger enterprises with consolidation needs and multiple locations. Strengths Supports consolidated and multi-division, multi-location entities Offers reporting for any desired time period/years Strong reporting and financials customization Newly-added […]