Integrated income and expense management apps for CPAs to help support small business clients

Most small business owners would love to spend less time on the administrative side of their business. They'd rather be doing what they do best — building their product, providing a service, or interacting with their customers. Tax and accounting-related work — such as tracking income, expenses and mileage, and delivering their records to your accounting firm — takes time away from serving their customers and building their profitable business.

With the accessibility and security of cloud computing and easy-to-use dashboards, the Thomson Reuters OnBalance mobile and web app streamlines income and expense management for your small business clients. Your clients will automatically be connected to you, so you can import their data at any time with UltraTax CS and Accounting CS integration and work seamlessly with them on tax preparation as well as their monthly bookkeeping and financial reporting — improving accuracy in your work and streamlining workflows within your firm.