JAN — MAR
OCT — DEC
1099 Invite Generator
Invite contractors to securely enter their tax information
prepping for 1099 tax filings.
Bank Feeds Direct Connect
Establish faster and more reliable connections for
up-to-date financial transactions.
Automate repetitive routines such as alerting customers to outstanding invoices, marking invoice memos, and setting up bill reminders.
JUL — SEP
APR — JUN
Invoices and Received Payments
Displays payments received and invoices that go with them at a glance.
Accountant Apps Program
Recommend and easily implement apps, with preferred pricing, that help clients be more successful.
Build a summarized report from the ground up.
Bills and Applied Payments
Displays payments made and the bills that go with them at a glance.