Here are three more sponsors that provide practice tools you may find beneficial. Be sure to check them out in the exhibit hall at Scaling New Heights.
Keeper is an all-in-one app that helps bookkeepers and accountants run a better month-end close for their clients. It provides you with a Client Portal, Task Manager, File QA (review) Tool and Management Reporting functionality.
Keeper is built for bookkeepers and integrates with QuickBooks. The task manager is where your client list is found (after importing from QuickBooks) and provides an overview of each client’s progress on their closes.
You also can see a high-level status on your open questions to clients and which questions have been answered. The task manager dashboard also provides access to your task inbox.
With Keeper’s Client Portal’s you can communicate with your clients in a single place. Ask your clients questions and they can answer about their uncategorized transactions. They can also send you bank statements and access their financials. You can even set up automated emails so you never need to send another reminder.
Keeper’s QA (review) Tool lets you review client financials and catch improperly classified transactions, then correct them directly within Keeper before delivering a finished product.
Keeper’s Management Reporting features allow you to track KPIs and build customized financial packages for your clients.
If you want to learn more about how Keeper can help you run a more efficient month-end close, drop by the Keeper booth. If you cannot make it, visit the Keeper website.
Mango Practice Management is a comprehensive practice management solution built for accountants, by accountants.
This all-in-one practice management system is built on a completely modern technology stack with a robust suite of solutions that expand traditional practice management, including client on-boarding, e-signature and a unique approach to secure file sharing.
Users will enjoy a powerful lineup of offerings designed to provide the tools they need to seamlessly and efficiently manage their practice, including:
- Web-based, scalable, industry-ready products
- Comprehensive practice management with time tracking, invoicing, workflow and data analytics
- Fully-integrated payment processing
- State of the art secure file sharing, engagement letters and e-signature
- Client portal with full document management
Integration with QuickBooks Online, QuickBooks Desktop and many more applications.
Stop by the Mango booth in the exhibit hall to check out the practice manager that includes time tracking, expense tracking, invoicing, reporting, client portals and e-payments for fast cash collections, as well as firm-wide scheduling, due date management, document management, secure file sharing, and much more. For more information, you also can visit the Mango Practice Management website.
Rippling is a perfect way for businesses to combine the management of their HR and IT, including everything from payroll and benefits, to employee computers and apps, all in one, modern platform.
Payroll. Benefits. On-boarding, and more. Rippling helps you manage and automate all of your HR work, so you can focus on the work that matters.
But Rippling not only handles your HR management, it also can manage your computers and third-party applications. Employees can select the work apps and software they will need to perform their positions.
They also can select the computer hardware they require or feel most appropriate using for the type of work they will be performing, or a company representative can easily log-in to configure this for a new employee.
In under 2 minutes, a new employee can be set-up with payroll, health insurance, a work computer, and all required software and third-party apps, like Gmail, Microsoft Office, QuickBooks, and more.
Similarly, a designated company employee can disable an employee account in the same amount of time or less for all these functions and features.
For more details about how Rippling can bring together all your HR and IT functions, stop by its booth in the exhibit hall. You also can head over to the Rippling website for more information.
Acknowledgements and Disclosures:
Portions of this feature, including graphical artwork contained therein, have been adapted from content used from the vendor (sponsor) websites (or other related sources) of the various sponsors (vendors) discussed within this feature. All such source materials within this feature by Insightful Accountant were adapted and are furnished solely for educational purposes.
As used herein, QuickBooks refers to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California. Intuit QuickBooks and the QuickBooks ProAdvisor Program are proud sponsors of Insightful Accountant's 2022 Top 100 ProAdvisor and the ProAdvisor of the Year Awards.
"Scaling New Heights" is a registered trade name of Woodard Events LLC of Canton, Georgia. "Scaling New Heights" is a proud sponsor of Insightful Accountant's 2022 Top 100 ProAdvisor and the ProAdvisor of the Year Awards.
Any other trade names used herein, including those of the sponsors (vendors) featured within this article, refer to products that may be registered, trademarked, or otherwise held by their respective owners; they are referenced for informational and educational purposes only.
This is an editorial feature, not sponsored content. None of the vendors within this article have paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.
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