Jetpack Workflow

JULY 19, 2024

These applications support services like tax preparation and financial reporting, giving you a centralized location to manage clients’ financial transactions and their general ledger. This all-in-one platform includes a variety of applications for tax, audit, and firm management and its Client Collaboration tool.

CPA 52

CPA Payroll QuickBooks Accounting 52

Nanonets

JULY 21, 2023

To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. This process involves comparing general ledger accounts with supporting documents using reconciliation software to identify discrepancies and take corrective measures.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

Xero

AUGUST 14, 2024

We’ve also revamped the workflow for completing W9s, making it easier for vendors to fill them in and return them faster, making 1099 preparation more seamless. Expanded state-based sales tax reporting [US]: You’re now able to generate sales tax reports for every state and filing period automatically.

XERO 231

XERO 1099 Preparation General Ledger Bank Reconciliation 231