Karbon is a collaborative platform that allows us to communicate effectively and efficiently with our clients. We send you a checklist to your email for anything we need from you, whether it be an answer to a question or a document we need uploaded. A secure pin that you choose protects your checklists from being accessed by anyone else allowing you to securely share your information. Automatic reminders keep you from forgetting tasks, and all of your communication is saved so that any employee can instantly get caught up on your account and help you with an issue.
We partner with Practice Ignition to automate our proposal, acceptance and billing. We send out a proposal and a letter of engagement with personalized recommendations based on the services you are interested in, you can ask questions, approve the proposal, and sign our letter of engagement all electronically. We also have all of our clients set up on automatic billing managed by Practice Ignition so you have one less thing you have to remember to do. We use Practice Ignition to help make the onboarding and billing process as seamless as possible!
We are a Dext Partner. For more than a decade, Dext has empowered accountants and bookkeepers with the smart and forward-thinking solutions needed to make businesses better. Through the Dext platform, those tools have become even more powerful and integrated to meet the demands of businesses right now. And the challenges they face tomorrow. Combined, these tools provide more time and greater insight, and will change the way we advise businesses for good.
Intuit ProConnect Tax Software taps into the strength and security of Intuit with professional tax software, practice management and workflow solutions for a best-in-class virtual office.
Quickbooks Time (formerly TSheets) is time tracking software that simplifies your business. Connect to your favorite accounting or payroll software to automatically sync accurate employee time tracking data for payroll and invoicing.
Float Cash Flow Projection is cash flow forecasting software that gives you the answers you need with cash flow insights that combine your bills, invoices, and actuals with the budgets you set.
ADP Payroll Services
Fast, easy and affordable small business payroll. Trusted by over 500,000 small businesses. Rather than manually inputting an employee’s worked hours, pay rates, tax rates and deductions into a spreadsheet, the ADP software performs each step quickly and automatically.
Payroll Solutions Inc.
The PSI Team, of Lexington KY, is dedicated to the concept that we are an extension of your operations team. By that dedication, it is our main mission to provide you and your employees the finest payroll support available anywhere at the lowest possible cost to you.