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The Accountant's Partner
The Accountant's Partner is a professional time, fixed fee billing, due date monitoring system designed specifically for the accounting and tax profession.

 

It provides a centralized location for the daily administration of the services your firm renders, the time consumed in performing these tasks, the tracking of important deadlines, the preparation and maintenance of invoices and accounts receivable, the tracking of appointments, engagements and much more.

Step by step tutorial & quick set up notes
User friendly screens & on line help
Easy to use & comprehensive
Real (on line) or batch time entry
Clock generated time transactions
Multiple time interval selections
Multiple write up/down features
Multiple invoice formats
Select invoice type by client
User defined invoice text
Client and staff budgets
Email client invoices
Email client statements
Email client letters
Email client tax deposit notices
On demand billing
Automatic fixed fee billing
Complete/partial time billing
Clock time billing
Complete invoice history
Invoice reprinting capabilities
Re-billing capabilities
Full featured accounts receivable
Payment batch entry
After the fact invoice entry
Finance charge calculations
Transactions journal
Accounts receivable history

Complete due date tracking
Automatic calculation of federal due dates
Work control screens and worksheets
Contact management features
Client query function
Prints labels & rotary cards
Engagement scheduler and message center
Client notes tracker
Letter mail merge features
CPE credits tracker
Mileage and expense tracker
Tax deposit notices manager
Unlimited number of clients
Unlimited number of partner/staff
Unlimited number of timekeepers
Unlimited number of services
Unlimited number of transactions
Shares one common database
Avoids duplication of effort
Automatic installation
Over 150 management reports
PDA interface
Single and network versions available
Windows 95/98, 2000 and XP ready
And much more!


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