by Linksku

Copanion GruntWorx (Edward Jennings, CEO):

  • SaaS solution that is accurate, easy to use and secure. Requires NO IT infrastructure
  • Tax document automation
  • Manage clients and the return submission process in the Dashboard and Client Details page
  • Client uploaded and auto-retrieved documents flow back into the Client Details page for Processing
  • Download completed jobs to document management system or networked hard drive
  • Deliverables are PDF, Excel, & Data: GruntWorx Populate integrates with GoSystem Tax ES, ProSystem fx Tax, and UltraTax CS

XCM Solutions (Mark Albrecht, CPA, MST, CEO):

  • Workflow built for the accounting industry
  • Solves the Who / What / When questions
  • Instant access to information with a click of a button
  • Automated Tracking system
  • Dashboards to bring visibility
  • Everyone has their own homepage that reflects the To-Do list they are responsible for
  • Average of 108 minutes of savings per day
  • Hosted environment

Bill.com (Rene Lacerte, Founder, CEO):

  • Cloud based system: Bank-level encryption, SAS70 Type II audited, FDIC-insured funds, Role-based controls, Audit trail of approvals and payments, Verisign secured, redundant data centers, Automated Data backup.
  • Focus on the process not the transactions
  • Digitize and share all financial documents
  • Automate workflow
  • Pay securely and faster while making it easy to get paid
  • Mobile app: access multiple accounts from any mobile phone. View and approve bills from anywhere.
  • Works with QuickBooks, Writeup CS, Sage Peachtree, Intacct, Netsuite
  • Branded portal for Client’s customers

Paychex (Darlene White, Marketing & Business Development Manager):

  • Processing payroll for any size firm!
  • Secure, Cloud-based application
  • Single sign-on to access all clients
  • Simple and very easy to use GUI
  • Payroll could be done in less than 5 clicks
  • Reports are simple, designed by accountants for accountants
  • GLRS integrates with accounting software

Confirmation.com

  • Improves efficiency and controls the process
  • Paper confirmation process is inefficient. It takes 4-6 weeks to complete, 30 or more steps to complete and it is difficult to track (neither the CPA nor the responder are validated).
  • Reduces exposure to fraud and confirms all accounts (AR, AP, Bank, Investments etc)
  • Integrates with the three largest audit software packages: CaseWare Working Papers, CCH fx Engagement, Thomson Reuters Engagement CS
  • There is an app for that (iPhone app)

 

© 2011, SaaSChronicles. All rights reserved.

Related Posts: