Tax and accounting
Using the right technology to manage your financial accounts provides a secure and seamless experience for both you and your clients:
Because poorly managed sales and use tax exemptions can trigger audits and result in paying costly penalties, using the right document management software is a wise investment.
Optimize the tax exemption certificate management process. Save time by letting customers upload certificates via a secure, online portal and see fewer exemption status disputes, audits, or penalties.
Efficiently manage and mine tax data, producing accurate results every time.
Pull the current and historical reporting data you need, instantly. Find tax return data to support reporting and filing and get a more in-depth picture of your business.
Quickly and easily access securely stored tax documents with cloud-based electronic document storage software.
Accounting firm software that manages documents, projects, and time and billing. Synchronize with colleagues and clients on a single platform from any device and securely collect and share files.
Easily and securely share documents with your tax clients electronically.
Store documents and data in one convenient location that clients can access from any connected device. Allow your clients to easily send and receive personal financial documents and tax returns.
Contact our team to learn more about our tax and accounting solutions.