Once Accounting
Living Trial Balance
Once Accounting seamlessly gathers your client's Sage Accounting information, real-time, so you can proactively work on their tax and accounting throughout the year, and not after the month or year closes. You are then able to effortlessly integrate that information into your tax solution suite, working on this years taxes this year.
Benefits
No Manual Data Entry
Once Accounting's proactive tax workflow allows for CPAs to make adjustments throughout the year as client activity occurs. When it comes time to file you can push the client data straight into the... show more
Once Accounting's proactive tax workflow allows for CPAs to make adjustments throughout the year as client activity occurs. When it comes time to file you can push the client data straight into the return and file without the need to re-enter data in your tax software. show less
Proactive Alerts & Notification
By integrating directly with a client's accounting records we are able to provide users with real-time alerts and notifications based on tax and accounting significant activity. Those alerts do not... show more
By integrating directly with a client's accounting records we are able to provide users with real-time alerts and notifications based on tax and accounting significant activity. Those alerts do not just give an accountant the ability to see the activity, but also the ability to take action on it within our workflow to push directly back to their client's records or to a tax return, without opening another software. show less
Centralized & Automated Data Gathering
CPAs spend upwards of 40% of their time gathering client accounting data. Once Accounting automates that process by gathering all of a firm's clients' real-time accounting information each and every... show more
CPAs spend upwards of 40% of their time gathering client accounting data. Once Accounting automates that process by gathering all of a firm's clients' real-time accounting information each and every day and delivers it to the CPA in a centralized log in. show less
Preemptive Problem Solving
By having access to real-time information, and receiving alerts on important client activity, CPAs are able to see issues as they occur and help a client navigate through those challenges before they... show more
By having access to real-time information, and receiving alerts on important client activity, CPAs are able to see issues as they occur and help a client navigate through those challenges before they become problematic. show less
Real-time Relationships
All of the automation that we deliver gives a CPA and their clients the ability to have a real-time relationship based off current year activity, not one that is looking back at last year. CPAs and... show more
All of the automation that we deliver gives a CPA and their clients the ability to have a real-time relationship based off current year activity, not one that is looking back at last year. CPAs and their clients can work on this years taxes, this year. show less
Higher Fees but Better Value
The real-time relationships will lead to more service options for CPAs to provide their clients, which is truly what small-business owners are looking for - advisory services from a knowledgeable... show more
The real-time relationships will lead to more service options for CPAs to provide their clients, which is truly what small-business owners are looking for - advisory services from a knowledgeable professional. show less
Details
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