Product & Service

 Online CheckWriter

December 21, 2021 

Online CheckWriter

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....…

 TaxCaddy

February 26, 2019 

TaxCaddy

TaxCaddy is our next-generation 1040 productivity solution. TaxCaddy creates a tailored questionnaire and document request list to eliminate the cost and inefficiency of paper organizers. The questionnaire can be completed from any connected device. Documents like engagement letters and e-file authorizations can be e-signed. Your clients can use the TaxCaddy app for iPhone and Android...…

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August 27, 2018 

OnBalance Express

Thomson Reuters OnBalance Express web and mobile app combines the accessibility and security of cloud accounting with easy to-use dashboards, so your small business clients can easily track and manage customer information and cash flow, and securely ...

OnPointPCR 5b731a86d37c6

August 14, 2018 

OnPoint PCR

Transform your engagements and unlock your firm’s capacity. When working on preparation, compilation, and review (PCR) engagements, how much of your time is spent doing repetitive tasks, managing the details around planning the engagement, ensuring you’re completing the right checklists or the right procedures within checklists, or tracking communications and following up on requests to...…

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August 3, 2018 

Accountant Connect

Designed by accountants, for accountants, Accountant ConnectSM is ADP’s award-winning, multi-client payroll management and analytics tool with single sign-on access to view or process client payroll data, along with timely, critical updates on regulatory, HR and payroll information. Users can also access a number of practice management tools such as the CCH Resource Library, powered...…

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August 2, 2018 

Canopy

Canopy automates busywork and connects your entire practice so you can focus on what’s important. Canopy hosts an entire ecosystem of products all working together so you can enhance the efficiency of your practice while building stronger connections ...

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July 30, 2018 

CheckMark 1095 Software

1095 Software for Small Business CheckMark 1095 Software is a low-cost solution that allows Small and Medium-size businesses to report and file or transmit ACA (Affordable Care Act) requirements of health care coverage provided to employees and the IRS. The application is available for both Mac and Windows platform and has many features including easy...…

workful taxslayer 2018 5b310ebd4c60e

June 25, 2018 

Workful – Small Business Payroll, HR and POS

Access HR, payroll, and point of sale from one, easy-to-use online dashboard. Stop spending countless hours on administrative tasks and start spending time growing your business. Workful streamlines your processes, so you can get back to business. Start for Free – Learn More!

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May 3, 2018 

MileIQ

The MileIQ mileage tracker frees you from the pain of manually tracking your miles for taxes or reimbursement. MileIQ is a free mileage tracking app that automatically tracks, logs and calculates the value of your drives for taxes or reimbursements.

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