BalanceWare
With robust year-end closing features, this software seamlessly accommodates multiple partners and shareholders. Its advanced data-entry capabilities, including type-ahead recall, enhance efficiency. Users can conduct bank reconciliations, generate diverse financial reports, and leverage tax dashboards for streamlined adjustments. Integrated with Microsoft 365, it simplifies engagement management and document sharing through secure cloud storage.
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Top BalanceWare Features
- Year-end closing flexibility
- Type-ahead data entry
- Efficient bank reconciliations
- Reversing and tax journal entries
- Multiple financial report options
- One-click Excel analysis
- Tax preparation export compatibility
- Compliance administration dashboard
- Agency form generation
- Client communication tools
- Document attachment capabilities
- Centralized review notes hub
- Cloud file sharing
- AES-256 encryption
- Automated loan journal entries
- 5-year pro-forma development
- SSARS support features
- Microsoft 365 integration
- Custom reporting in Excel
- Same-day support response
