has ported its applications to SQL databases from Microsoft Corp. and Sybase Incorporated. Plan to add support to Oracle Corp.'s Oracle7; Availability of the first four modules of the company's evolving financial suite; Prices; Contact telephone.BowenTedSmalleyPC Week...
bigger picture. Using best-in-class financial software, our cloud-based services will keep you organized and on top of your accounting and bookkeeping game. Our state-of-the-art solutions are available at your fingertips by accessing your accounting records on your smartphone, tablet or computer...
An accounting office could segment Wi-Fi users by business versus individual clients, automatically sharing different tax planning resources with each group. Renae Gregoire, Forbes, 30 Nov. 2024 Data from Bank of America show retail clients have a high chunk of their investments in equities and ar...
Canopy's accounting client management software enables your team to easily manage client relationships, scheduling, a mobile app and more. Learn more!
Day-to-day accounting and financial reporting Fractional Controller services Fractional CFO services We also offer project-based services such as accounting software implementations, audit readiness, transactional consulting, historical accounting clean-up, and as-needed-basis accounting and finance services....
An integrated managed services solution Baker Tilly works with key software to provide a comprehensive accounting approach. We leverage data-integrated platforms that are custom-tailored to your needs so you can streamline processes, generate reports, project manage and simplify complex projects. Key pro...
FreshBooksis best known as an accounting and bookkeeping tool. However, while it was not designed as a dedicated client onboarding system, it has plenty of features that can help the process. One of the big onboarding features is FreshBooks client portals. These digital spaces allow teams to...
We also offer project-based services such as accounting software implementations, audit readiness, transactional consulting, historical accounting clean-up, and as-needed-basis accounting and finance services. Pricing Typically, our engagements are fixed fees based on the level of services requested. Afte...
By Jennifer A good fit for firms that want access to a private cloud server and desktop software By Mike A flexible, cloud-based solution that offers growing law firms sophisticated document management, customizable workflows and full accounting....
Genie powers client accounting services practices. Genie Wholesale Services and Practice Management software help you scale your CAS practice.