Business Application Directory

Create reports to PDF by class in minutes, get a detailed report along with the summary, filter records by name, date, etc.

Create two-way sync between your e-commerce website and QuickBooks desktop and sync products, customers, and orders

Link with QuickBooks to sync customer records, view pending calendar events, due tasks, and more on one dashboard

Integrate with Lacerte tax software to automatically import data into client’s 1040 return

Get professional mailers, and envelops to match slip sheets printed from Lacerte software

Gather client data and organize documents securely and efficiently using client information portal

Create and view 1099s- MISC/INT/DIV and W-2s forms for small business clients

Get instant answers to all tax-related queries with integrated search tools like CCH Browser Search and CCH State Tax NexusExpert

File and pay due tax amount for 1040 individual return and 4868 Extension using credit/debit card through Drake tax program.

Create dynamic pivot table reports in excel using F9’s financial formulas, export data into Excel for budgeting and forecasting