This means the product allows you to differentiate between client trust accounts and track them individually. Some providers will allow you to set up recurring payments for your clients that will be automatically debited based on selections your clients make. This means that the product allows your firm not only to track where a file came from but also to allocate a percentage of the origination to individual users. User Management means the software allows your firm to differentiate between persons who have access to the information and adjust their levels of access based on their relevant users statuses. Store contacts for invoicing or billing purposes. Some products have more robust reporting features than others. Reportingīusinesses need reports to help assess key business performance indicators like profit and accounts receivable. Some accounting software can also be used to prepare taxes for your firm so you can review, approve, and even pay your taxes all in one place. Payroll includes automatically calculating employee taxes, printing checks, and paying by direct deposit. Does not necessarily include more advanced reconciliation features like three-way trust account reconciliation. Helps with the complex task of balancing your business accounts. Pay your firm's bills without leaving your accounting software. Keep track of miles traveled visiting clients or heading to the courthouse, making it easier to tally for taxes or billing purposes or add to your expense reports. Most online payments involve a separate processing fee. This means the ability to accept credit card or echeck payments within your accounting software, either through its own payment portal or via a third-party integration like PayPal or Square.
Link your bank accounts for up-to-date transaction information with little or no manual data entry.
This means simple double-entry bookkeeping.
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