A CRM system made for the accounting & management industry.
One place to organize clients, streamline processes and communicate with your team and clients.
Better Routine & Higher Profitability
A CRM system made for the accounting & management industry.
Form Creator.
Import PDFs and the built-in designer will auto-create templates. Choose displayed data from client data. Populate forms with data instantaneously. Unlimited number forms. Quickly complete forms.
Client Database.
Enter client in a user-friendly format. All data pertaining to clients and businesses are contained for easy retrieval. Quickly bring up info up when in meeting. Internally note-keeping for office use only. Billing integration with QBO.
Customization to your business needs!
eCabinet.
Automatically synchronizes groups by client. Cloud storage automatic set up using your Google, OneDrive*, or Dropbox* account. Eliminates expensive storage costs. Enables remote access to office documents from any internet-enabled location.
Employee Time Log.
Time tracking integrated with Quickbooks to record time spent with a client or on projects. Integrates with invoicing.
Secure File Exchange with Clients.
Send password-protected files from eCabinet to clients. Create password-protected folders for easy sharing with each client. Uses security features from companies such as Google, Microsoft*, & Dropbox*. Set expiration dates on file access.
Management Resources.
Project management review (reports of time logs, employee activity, staff communication)
Reminders.
Set reminders in application to be automatically added to your calendar.
In-App Communication & Project Management
eCabinet automatically stores emails marked with client code. Secure messaging within the company*. Easily message client within the application.
Create projects for clients (tax prep, etc.) to be done by employees (recurring or one-time). Track progress of projects.
Google Optical Character Recognition Technology.
Powerful tool to transcribe paper bank statement to electronic spreadsheet.
- Transforms paper bank statement into electronic, categorized and reconciled monthly register in seconds
- Import to QBO, ACS or any accounting software accepting imports
- Select desired area with the transactions to be recognized
Our intelligent tool will recognize and populate register - Automatic reconciliation (after entering balances)
Generate import ready csv files or spreadsheet for ABO and ACS - Automatic export to major accounting resources
Want to learn more about how a Corporate Database can streamline your firm?
Talk to a member of our team & learn how you can make Corporate Database work for you. You can even request a demo!