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CustomBooks™ Client Write-Up was designed to simplify the process of entering client data and quickly generate trial balances.
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The user-friendly interface of CustomBooks™ Writeup Quick Entry tool enables swift and seamless data entry of Bank Deposits, Payments and Transfers - making the process effortless. The tool utilizes a well-designed form and convenient drop-down menus that facilitate the fast and accurate input of information.
Provide your clients with a personalized dashboard that offers a graphical representation of the performance of their business.
CustomBooks™ Client Write-Up was created with the aim of streamlining the process of entering client data and generating trial balances quickly and efficiently. With CustomBooks™ Client Write-Up, partners can save time and focus on delivering the best possible service to their clients, knowing that the process of generating trial balances is fast, accurate, and hassle-free.
In today’s hyper-connected world, any accounting professional who bases their value on simply adding up the dollars and cents isn’t adding enough value to their clients. With CustomBooks™, even a task as seemingly bare-bones as an EOY Write-up can reap massive dividends. That’s the promise of cloud-based, real-time accounting software that works for you and your clients.
Client Write-up for Modern Accounting Firms
No hassles, no surprising charges, no contracts
"This is best product ever! It's so easy to enter transactions from beggining to end. The support team is incredibly responsive. I cannot wait to have all my clients on CustomBooks™
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