Client Accounting Suite

A powerful combination of solutions built to improve your accounting workflow and increase productivity.

Ready to add Client Accounting Suite to your office? Contact a representative today!

A Powerful Combination

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. Client 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 Client 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 Client Accounting Suite with one of our powerful Tax Preparation Solutions.

Client Accounting Suite with Payroll

Offer your clients complete, professional payroll services while increasing your profits through Client 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 Client Accounting Suite. This powerful, professional combination eliminates duplicate data entry and makes federal, state and municipal compliance reports quick and easy.

Interested in Payroll capabilities as a stand-alone solution, click here to learn more.

*Online webinar required with initial purchase of Client Accounting Suite: $110

Try it for Free

See for yourself if Client Accounting Suite is right for your office. Download a free trial today!