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Tax and accounting
Accounting data and document management
Handle, track, and store all your information securely with easy-to-use software
Manage your tax documents and data securely, accurately, and efficiently
Enjoy peace of mind knowing your accounting data is centralized and your documents are secured by permissions you set
Using the right technology to manage your financial accounts provides a secure and seamless experience for both you and your clients:
- Manage the tracking and validation of sales and use tax exemption certificates online and allow easy access for clients
- Find and compile the tax data you need and get a more in-depth picture of your business with integrated solutions
- Get rid of files, banish physical storage fees, and create a paperless office with cloud-based capabilities
Certificate management
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.
ONESOURCE Certificate Manager
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.
Data management and mining
Efficiently manage and mine tax data, producing accurate results every time.
Data Query module
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.
Document management
Quickly and easily access securely stored tax documents with cloud-based electronic document storage software.
GoFileRoom
Create a paperless tax and accounting office with cloud-based document storage. Link documents to client workflows as they're scanned and search by highlighted text, keywords, or previous queries.
Document storage and organization
Easily and securely share documents with your tax clients electronically.
NetClient CS
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.
Discover more about our tax and accounting solutions
Questions about our products and services? We’re here to support you.
Contact our team to learn more about our tax and accounting solutions.