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What is 8am CPACharge?

Finally, there is a user-friendly and high-quality payment solution specifically designed for the accounting industry, complete with extensive reporting capabilities that make reconciliation quick and straightforward. By choosing to work with a PCI level 1 compliant, premium service, you can reassure your clients that their data security is a top priority. Additionally, our offerings help your firm stay aligned with regulatory standards. With the high expectations that your clients hold, rely on an intuitive platform that enables you to deliver tailored, client-centered services. Improve your operational processes and automate monotonous tasks so you can focus more on what truly counts: providing exceptional service to your clients and building a thriving practice. 8am CPACharge delivers vital features and tools that are essential for accounting professionals like you. From a range of convenient payment options to sophisticated reporting and reconciliation features, plus robust data protection, we ensure you are well-equipped. Moreover, our invoicing functionality allows you to seamlessly create detailed invoices through an easy-to-use time entry system, removing the necessity for any extra software. This simplified method not only boosts productivity but also enhances the overall experience for your clients, ensuring they feel valued and understood. Ultimately, investing in this solution means investing in the growth and success of your accounting practice.

What is Axys?

Enhance your portfolio management and accounting procedures with a holistic approach that reduces reliance on IT support. In wealth management, nurturing client relationships is vital, and the time dedicated to clients is irreplaceable. SS&C Advent’s Axys® provides a wide array of prebuilt reports along with user-friendly customization features, allowing firms to improve efficiency and minimize time spent on various tasks. As a key part of the powerful Advent Investment Suite, Axys is engineered to increase your productivity, enhance accuracy, and offer a clear view of your portfolios and their performance, all while allowing you to retain your existing operational processes. The platform seamlessly automates the reconciliation of trade details, settlement data, transactions, and positions. Ultimately, SS&C Advent’s leading portfolio management solution injects speed, precision, and flexibility into every facet of your portfolio management and accounting practices, empowering you to dedicate more time to client engagement rather than administrative duties. This transformation not only fosters stronger relationships but also drives better outcomes for both clients and the firm.

Media

Media

Integrations Supported

8am
ATX
BQE CORE
Bill4Time
CCH iFirm
IRS Solutions Software
LawGro
Portfolio Genius
QuickBooks Online
SmartPath
TPS Practice Management
TimeSolv

Integrations Supported

API Availability

API Availability

Pricing Information

$10 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

8am

Date Founded

2005

Company Location

United States

Company Website

www.cpacharge.com

Company Facts

Organization Name

SS&C Advent

Date Founded

1983

Company Location

United States

Company Website

www.advent.com/solutions/axys/

Categories and Features

Payment Processing

Not specified

Categories and Features

Hedge Fund

Compliance Management
Investor Reporting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management

Wealth Management

Not specified

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