Accounting Suite
Key Features
- Quickly create professional financial statements using templates or customized layouts. You control statement appearance, including orientation, number of columns, placement of underlines and dollar signs, and custom headers and footers. The program offers professional client letters and GAAP-compliant statements.
- Simplify after-the-fact payroll reporting. Enter check stub information into the check register and watch employee and vendor records automatically update. Easily handle reporting for tipped employees. Generate payroll returns including federal forms 940 and 941 and state unemployment reports. Accounting Suite enables you to electronically file federal form 940 and 941 when used with our W-2/1099 or Payroll Compliance Reporting program.
- Convert Charts of Accounts, vendor lists and other static data from your existing system, saving setup time.
- Improve service to your Spanish-speaking customers by providing industry Charts of Accounts with account descriptions and Global Financial Statements in Spanish.
Workflow Aides
- Speed up your work with heads-down data entry or by importing your clients’ data from third-party general ledger software such as Quickbooks® and Peachtree®
- Record your clients’ daily checks and deposits with Client Checkbook. You import the client’s raw data and export your adjusting journal entries back to the client. (Additional fee applies).
- Easily track and properly close transactions made on the company credit card with the credit card register and reconciliation feature.
- Eliminate printing, filing and scanning by sending reports and Financial Statements to PaperlessPLUS. (Additional fee applies).
Support and Onboarding
To ensure that you are prepared to spend more time serving your clients, the Accounting Suite includes customer and technical support and a variety of training options that will help you get up and running quickly. Our support team can also help you integrate the Accounting Suite with one of our powerful Tax Preparation Solutions.
Accounting Suite with Payroll
Offer your clients complete, professional payroll services while increasing your profits through Accounting Suite with Payroll. The combined programs share client setup information so you can enter data once and have it flow to all program modules. Checks posted to Payroll automatically update Accounting Suite. This powerful, professional combination eliminates duplicate data entry and makes federal, state and municipal compliance reports quick and easy.
Payroll (Standalone)
Attract new clients by offering complete, professional payroll services. Print employee paychecks and generate direct deposits quickly and easily using an intuitive, flexible interface.
Supports Direct Deposit and More
Get support for direct deposit and MICR printing and easily handle special situations including expense reimbursements, tipped employees, third-party sick pay, commissions, and garnishments.
Produce Year-End Reports
Easily import data from Accounting Suite and Peachtree. Integrate with PaperlessPlus™ to organize and store all your tax-related documents and produce year-end reports, including W-2s and W-3s for federal and state, for both paper and electronic file formats.
Generate Payroll Compliance Returns
Generate payroll compliance returns including federal 940 and 941/Schedule B. Electronically file returns by using Payroll in conjunction with our W-2/1099 or Payroll Compliance Reporting program (additional costs apply).
