With so many features - it not only saves you time but money when trying to find the right software for you.
Corporate Database is customizable to the needs of most accountant offices for full personalization. We can also provide custom programming to integrate any existing application or software with other API enabled applications.
Corporate Database is customizable to the needs of most accountant offices for full personalization.
Also, providing custom programming to integrate any existing application or software with other API enabled applications.
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.
Google Optical Character Recognition Technology.
Powerful tool to transcribe paper bank statement to electronic spreadsheet.
-Transforms paper bank statement into electronic, categorized & 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
-Powerful tool to transcribe paper bank statements to an electronic spreadsheet.et.
One that’s easy to learn and implement and able to tackle the daily challenges of a service-oriented office with ease.
Employee Time Log. Time tracking integrated with Quickbooks to record time spent with a client or on projects. Integrates with invoicing.
“There are many CRM systems which are overbuilt with many useful features but come at a high cost. We could never find one that suited our accounting and wealth management firms or that is easy to implement and train the new staff. That is when we decided to just make one ourselves.”
Talk to a member of our team & learn how you can make Corporate Database work for you. You can even request a demo!
CDB Corporate Database
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