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NOW THAT’S THE WAY TO WORK.™
See how the accountant-only toolbox gives you the tools to provide more effective and more efficient client services.
The right tools for the right tasks, right in your client's books.
Once you're in your client's books, a briefcase icon will appear in the upper left corner. Click the drop down menu to access tools, reports and more — all designed specifically for accountants.
With these accountant-only tools, you can streamline your work and access customizable reports so you can advise clients even quicker.
Write off invoices
Remove invoices and reverse any revenue amounts with only a few clicks.
The Trial Balance tool reduces time spent on manual data entry by exporting your client's QuickBooks Online data directly into their tax return and corrects entries to make the end of the year even easier.
Eliminate the need to export data by comparing prior and current tax-year data side by side. Then record new activity in a separate adjusting entries field, which captures your changes directly to the books while preserving trial balance data.
Eliminate manual entry with tax mappings, which automatically maps account balances to specific tax lines, allowing you to easily review and re-assign data.
Export to ProConnect Tax Online
Streamline the prep to file process by exporting tax-ready data into ProConnect Tax Online, or export to Excel for use with your preferred tax software.
See for yourself how the Accountant Toolbox can help you work more efficiently. Find the toolbox icon in your own or your client's books.