Made by Accountants, For Accountants
Integrates seamlessly with Cloud-Integration, Intuit Quickbooks, & Email-Integration.
Quickbooks will not only send the invoice automatically at the end of the month to receive payment but will also send another invoice to you with personal notes just for yourself.
Full Integration
Quickbooks
Mostly used through Quickbooks; you can change times if you forget or mess up and it will automatically update the invoice in Quickbooks for you. Saving you the time and need to remember to do so yourself.
Cloud-Integration
Keeping everything on the Cloud so you have constant access to all forms, information, and any other business forms and information you need. Not to mention this will keep your computer freed up for space.
PDF Connection - helping keep your bank statements avalable for months. It scans bank statements and puts each line item in for you instead of you having to ender in each line item seperatly. This information will auto populate information of the bank, balances, and statement information. It also automaticcly adds labels to it; like fuel, food and any others your business needs.
Email-Integration
Email integration has a 2-factor authorization for safety to your phone or email; keeping your information and business safe! Also, includes Gmail - transferring over the software automatically and files it under client code.
This system can import to Quickbooks with profit and loss statements automatically once your bank statement is filed on the system. Then automatically reconciling bank statements for you. If that doesn't save you time; then it highlights any transactions that are questionable. Making it much simpliar and quicker to go through and make any changes needed.
Tax Season Matrix - Inventory of Tax Return
This is automaticly imputted in tracking LIVE from dropoff to pickups. You can moniter and check the dates due; measuring how much to charge and what the return is going to look like. Also, providing automatic filling with IRS for 10-99 and other forms needed.
A system with many benefits!
A system with a library of forms to print, fill out, keep with just one click of the mouse. Reports are fully customizable to each business need.
Easy to Learn & User Friendly
This system also keeps contact information easily accessiable to create a pipline for you and your business. Creating an easy way to stay in touch with potential and current customers.
-Christopher Matysek | CDB Founder-
“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.”
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!