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).
Terms of Use - Jordan & Associates, LLC “Tax Angels”, Jordan & Associates, LLC “Tax Angels” Tax & Accounting Software & Jordan & Associates, LLC “Tax Angels” Tax School Terms of Use
AGREEMENT BETWEEN USER AND Jordan & Associates, LLC “Tax Angels”, Jordan & Associates, LLC “Tax Angels” Tax & Accounting Software & Jordan & Associates, LLC “Tax Angels” Tax School Terms of Use
This web site and any software, product, and/or service is offered to you, the user, conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Your use of this web site and any software, product, and/or service constitutes your agreement to all such terms, conditions, and notices, and any software licensing agreements.
OUR RETURN POLICY
Our tax and/or accounting software, including but not limited to software, products and/or services add-ons, is not refundable.
CONSULT A CPA, ENROLLED AGENT, TAX ATTORNEY, OR OTHER TAX ADVISOR
All information provided on this web site is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we strive to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the facts of their particular situation.
PERSONAL AND NON-COMMERCIAL USE LIMITATION
This web site is for your personal and non-commercial use. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell any information, software, products or services obtained from this web site.
Jordan & Associates, LLC “Tax Angels” Tax & Accounting Software and other names of Jordan & Associates, LLC “Tax Angels” products and/or services referenced herein are trademarks or registered trademarks of Jordan & Associates, LLC. Other product and company names mentioned herein may be the trademarks of their respective owners.
LIABILITY DISCLAIMER
THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES PUBLISHED ON THIS WEB SITE MAY INCLUDE INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION AND SOFTWARE HEREIN. JORDAN & ASSOCIATES, LLC “TAX ANGELS” AND/OR ITS RESPECTIVE SUPPLIERS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THIS WEB SITE AND THE SOFTWARE AT ANY TIME. THIS WEB SITE MAY BE TEMPORARILY UNAVAILABLE FROM TIME TO TIME DUE TO REQUIRED MAINTENANCE, TELECOMMUNICATIONS INTERRUPTIONS, OR OTHER DISRUPTIONS.
JORDAN & ASSOCIATES, LLC 'TAX ANGELS' AND/OR ITS SUPPLIERS MAKE NO REPRESENTATIONS ABOUT THE SUITABILITY OF THE INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES CONTAINED ON THIS WEB SITE FOR ANY PURPOSE. ALL SUCH INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. JORDAN & ASSOCIATES, LLC “TAX ANGELS” AND/OR ITS RESPECTIVE SUPPLIERS HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH REGARD TO THIS INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES, INCLUDING ALL IMPLIED WARRANTIES AND CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND AVAILABILITY. IN NO EVENT SHALL JORDAN & ASSOCIATES, LLC “TAX ANGELS” AND/OR ITS SUPPLIERS BE LIABLE FOR ANY DIRECT, INDIRECT, COMPENSATORY, PUNITIVE, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OF THIS WEB SITE OR THE SOFTWARE OR WITH THE DELAY OR INABILITY TO USE THIS WEB SITE OR THE SOFTWARE, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, AND SERVICES OBTAINED THROUGH THIS WEB SITE, OR OTHERWISE ARISING OUT OF THE USE OF THIS WEB SITE, WHETHER BASED ON CONTRACT, TORT, STRICT LIABILITY OR OTHERWISE, EVEN IF JORDAN & ASSOCIATES, LLC “TAX ANGELS” OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES/JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
NO UNLAWFUL OR PROHIBITED USE
As a condition of your use of this web site and the software, you warrant to Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers that you will not use this web site or the software for any purpose that is unlawful or prohibited by these terms, conditions, and notices.
LINKS TO THIRD PARTY SITES
This web site may contain hyperlinks to web sites operated by parties other than Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers. Such hyperlinks are provided for your reference only. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers does not control such web sites and is not responsible for their content. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers, inclusion of hyperlinks to such web sites does not imply any endorsement of the material on such web sites or any association with their operators.
MODIFICATION OF THESE TERMS AND CONDITIONS
Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers reserves the right to change the terms, conditions, and notices under which this web site and the software(s), product(s), and service(s) is offered.
GENERAL
This agreement is governed by the laws of the State of Alabama, U.S.A. You hereby consent to the exclusive jurisdiction and venue of courts in Jefferson County, Alabama, U.S.A. in all disputes arising out of or relating to the use of this web site or the software(s), product(s), and service(s). Use of this web site is unauthorized in any jurisdiction that does not give effect to all provisions of these terms and conditions, including without limitation this paragraph.
The parties hereto acknowledge that they have had the opportunity to be represented by independent counsel of their choice prior to entering into this Agreement. The parties acknowledge the substantial contacts they have had and will continue to have in Jefferson County, Alabama. Such contacts include the following: Licensor has its headquarters in Jefferson County, Alabama; Licensee will deal with and/or receive strategic guidance and technical and other support or direction from Licensor’s personnel based in Jefferson County, Alabama; Licensee will receive or be sent Confidential Information originating from Licensor in Jefferson County, Alabama; Licensee commenced the preparation of tax returns, and the offering of any bank products, from the Licensors Portal in Jefferson County, Alabama; this Agreement was formed in, accepted in, and executed in Jefferson County, Alabama; any and all payments due under this agreement have been paid, and any future payments will be paid, in Jefferson County, Alabama; and the parties’ expectations under this Agreement are based on Alabama law. Licensee agrees that the laws of the State of Alabama (without regard to laws of the State of Alabama related to choice of law) shall govern this Agreement.
For the purposes of this Agreement it is agreed that all tax returns transmitted pursuant to this agreement are transmitted from Jefferson County, Alabama and all bank products applied for and provided pursuant to this agreement are applied for and provided in Jefferson County, Alabama, regardless of the physical location of the Licensee.
Licensee acknowledges that the Licensed Program(s) and other proprietary information of Licensor are unique and that, in the event of any breach of this Agreement by Licensee, Licensor may not have an adequate remedy at law, and shall be entitled to enforce its rights hereunder by an action for damages and/or specific performance and/or injunctive or other equitable relief, in Jefferson County, Alabama, without the necessity of proving actual damages.
You agree that no joint venture, partnership, employment, or agency relationship exists between you and Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers as a result of this agreement or use of this web site or the software(s), product(s), and service(s).
Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers performance of this agreement is subject to existing laws and legal process, and nothing contained in this agreement is in derogation of Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers right to comply with law enforcement requests or requirements relating to your use of this web site or the software or information provided to or gathered by Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers with respect to such use.
If any part of this agreement is determined to be invalid or unenforceable pursuant to applicable law including, but not limited to, the warranty disclaimers and liability limitations set forth above, then the invalid or unenforceable provision will be deemed superseded by a valid, enforceable provision that most closely matches the intent of the original provision and the remainder of the agreement shall continue in effect.
This agreement constitutes the entire agreement between the user and Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers with respect to this web site and the software and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral, or written, between the user and Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers with respect to this web site or the software. A printed version of this agreement and of any notice given in electronic form shall be admissible in judicial or administrative proceedings based upon or relating to this agreement to the same extent and subject to the same conditions as other business documents and records originally generated and maintained in printed form.
Fictitious names of companies, products, people, characters and/or data mentioned herein are not intended to represent any real individual, company, product or event.
Any rights not expressly granted herein are reserved.
USE OF BULLETIN BOARD, CHAT ROOMS, AND OTHER COMMUNICATIONS FORUMS
If this web site contains bulletin boards, chat rooms, or other message or communication facilities (collectively, "Forums"), you agree to use the Forums only to send and receive messages and material that are proper and related to the particular Forum.
You acknowledge that all Forums are public and not private communications. Further, you acknowledge that chats, postings, conferences, and other communications by other users are not endorsed by Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers, and such communications shall not be considered reviewed, screened, or approved by Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers reserves the right for any reason to remove without notice any contents of the Forums received from users, including without limitation bulletin board postings. Jordan & Associates, LLC “Tax Angels” and/or its respective suppliers reserves the right to deny in its sole discretion any user access to this web site or any portion thereof without notice.
By way of example, and not as a limitation, you agree that when using a Forum, you shall not do any of the following:
Defame, abuse, harass, stalk, threaten or otherwise violate the legal rights (such as rights of privacy and publicity) of others.
Publish, post, distribute or disseminate any defamatory, infringing, obscene, indecent or unlawful material or information.
Upload files that contain software or other material protected by intellectual property laws (or by rights of privacy of publicity) unless you own or control the rights thereto or have received all necessary consents.
Upload files that contain viruses, corrupted files, or any other similar software or programs that may damage the operation of another’s computer.
Advertise or offer to sell any goods or services, or conduct or forward surveys, contests, or chain letters.
Download any file posted by another user of a Forum that you know, or reasonably should know, cannot be legally distributed in such manner.
INFORMATION CONTAINED WITHIN
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel from us or others authorized to provide such.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way.
COOKIES
We may use cookies (a small text file placed on your computer to identify your computer and web browser) and may use anonymous identifiers (a random string of characters that is used for the same purposes as a cookie). We may use cookies and other similar technologies to analyze use of and improve the Site and Services and as described in the Advertising and Online Tracking Section of this Privacy Policy. Most web browsers are initially set up to accept cookies. You can reset your web browser to refuse all cookies or to indicate when a cookie is being sent, however, certain features of the Site or Services may not work if you delete or disable cookies. Some of our Service Providers (defined below) may use their own cookies, anonymous identifiers, or other tracking technology in connection with the services they perform on our behalf. We may use Google Analytics on the Site and Services to analyze how users use the Site and Services, and to provide advertisements to you on other websites. For more information about how to opt out of having your information used by Google Analytics, visit https://tools.google.com/dlpage/gaoptout/.
ADVERTISING AND ONLINE TRACKING
We may allow third-party companies to serve ads and collect certain information when you visit the Site and Services. These companies may use certain information (e.g. click stream information, web browser type, time and date, subject of advertisements clicked or scrolled over) during your visits to the Site and other websites in order to provide advertisements about goods and services likely to be of interest to you. These companies typically use a cookie to collect this information. Our systems do not recognize browser “Do Not Track” signals, but several of our Service Providers who utilize these cookies on our Site enable you to opt out of targeted advertising practices. To learn more about these advertising practices or to opt out of this type of advertising, you can visit www.networkadvertising.org or www.aboutads.info/choices/. We also provide you with additional tools to opt out of marketing from us via your "portal account” and this Privacy Policy and/or Terms and Conditions.