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SMART AUTOMATIONS

Explore the comprehensive automation features that we offer!

Along with full-time back-office staffing, leverage automation tools to scale your capacity.

We turnaround a 4-hour job into just 40 mins

SMART-SYNC

We make the process of Getting Data In Easy

With Bank Access

There is no longer a need to ask for clients’ bank login or password. No more chasing clients for statements. With an invite sent to the client via email or SMS, SmartSync automatically fetches all of your client’s financial information on a unified dashboard.

One Place for All Your Clients’ Financial Data.

  • Transactions
  • Statements
  • Check Images
  • Deposit Detail Images

Without Bank Online Access

(Just Statements)

If your client does not have online bank access, we only need the direct bank statements in PDF format. We can convert the bank statements to QBO, Xero, Zoho, or Excel transactions in a go!

  • Works with Over 99% of U.S. Banks
  • Pinpoint OCR corrects and flags questionable transactions with ease
  • Automatic Reconciliation, save time and take manual review out of the equation
  • Payee Cleanup Standardize payee names and categorize transactions in seconds

For Tax Preparation

Our proprietary OCR seamlessly integrates last year’s tax returns, current-year source documents, and the client organizer to identify any missing information. This automation streamlines the return preparation process by generating transcripts for tax preparers, compatible with leading tax software such as Drake, ProSeries, TaxAct, Lacerte, UltraTax, CCH Go, and more.

SMART-TASK

Smart Task is a powerful project management and automation tool to streamline accounting workflows and enhance efficiency. It enables seamless task assignment, tax return tracking, and due date management while ensuring standardized SOPs for consistency. Built-in automation identifies and follows up on missing documents, integrates client communication in one place, and connects with leading FinTech solutions for a unified workflow.

  • Industry-Specific COA Mapping
  • Automate Transaction Coding & Review
  • Global Rules Engine – Rule-based automation via Bank Memo
  • Centralized Task & Due Date Management
  • Client Collaboration on SOPs, SLA & Documents
  • FinTech Integrations for E-Commerce Automation
  • Automated Bookkeeping reviews & Balance Reconciliation
  • Automated Business Intelligent Financial Reporting & Client Dashboards
  • Accelerated Quality Control for Accurate Financials

SMART DASH

Handle your business like a seasoned pro using CLOUDIT, the comprehensive business software that fosters 100% customized business automation, team collaboration and streamlines client interactions while saving you hundreds of thousands of redundancies in our day-to-day process.

  • CRM + Practice Automation
  • White Label Client Portal
  • Onboarding + Custom Dashboards
  • Invoicing + Subscriptions
  • LMS Learning + Monetization
  • Project, Templates & Content Automation
  • Email Marketing & Drip Campaigns
  • File Storage & Transfer
  • eSigning & Contracts
  • Appointment Booking Automations
  • Secure Email Messaging & Live Chat