February 17, 2010
Bi-directional document exchange soultion for accountants. Works through Outlook so adoption rates are high - it works just like email.
Outlook Plug-in automatically password protects and encrypts email attachments & manages your clients passwords. From Outlook, you can aslo send large files (QuickBooks). The client drop box allows your clients to easily send files to your firm.
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December 21, 2021
Pay & get paid by seamlessly in a click. Open a new FDIC insured bank account or bring your own bank. Free ACH, RTP, digital checks, e-checks, wire, print checks yourself. All in one platform. Mail checks for $1. Text a check. Cloud-based user/approval flow, vendor management, invoicing, positive pay, auto reconcile, print deposit slips....…
November 22, 2021
Performance Evaluation Software Motivate and inspire your professionals and staff to achieve peak performance with these exciting features: Evaluate individuals across offices, departments, positions, and levels including principles, professionals, and staff Create custom evaluations based on roles, departments, engagements, and more Achieve performance objectives through an effective 360 evaluation process or immediate feedback Appraise performance...…
November 22, 2021
CPE Tracking Software and Learning Management System for Accounting Firms Manage your accounting firm’s CPE tracking and learning with these powerful features: Accurate CPE management and compliance tracking for all US jurisdictions, including specialties like PCAOB, AICPA, Yellow Book, and EBPAQC, tracked with detail and precision Create and customize your own In-Firm licenses Provide your...…
August 13, 2021
Winner of 2021 Innovation Award! Avalara's Managed Returns for Accountants (MRA) was designed specifically to help accounting and tax firms automate the sales tax compliance process for multiple clients that sell to multiple states.