Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Ledgersync?
Ledgersync simplifies the process of integrating your clients' bank and credit card transactions into your chosen accounting software without requiring manual input. Additionally, it facilitates the management of Client Sub-Accounts effectively. Instead of positioning itself against software like QuickBooks, Xero, and FreshBooks, LedgerSync acts as a beneficial extension that enhances their capabilities. Clients often ask how we distinguish ourselves from QuickBooks Online. As a CPA, you can utilize both QuickBooks and Ledgersync to create a robust and secure online platform that brings together client transactions. Ledgersync enables straightforward connections to both QuickBooks Desktop and Online, as well as other accounting solutions. The automatic transfer of your client's financial information to the dashboard not only conserves time but also significantly lightens the accounting workload, reducing a task that usually takes two hours to a mere thirty minutes. This newfound efficiency empowers you to devote more time to delivering value to your clients instead of being overwhelmed by administrative duties. By integrating Ledgersync into your workflow, you can enhance client satisfaction and improve overall service quality.
What is CA Office Automation?
Boost the effectiveness of your operations, resources, clientele, communication, and financial management by harnessing state-of-the-art technology to enhance both productivity and investment returns. Streamline your workflows by implementing automation for oversight systems, procedural checkpoints, and alerts. Ensure that automated functions are activated at every level for optimal efficiency. With top-notch Bank-Grade SSL, advanced security features, and a dedicated server from Microsoft Azure, CA Office Automation provides exceptional protection for the sensitive information of your clients. Designed as a progressive work platform specifically for CPAs, CAs, and accounting service providers, the CA Office Automation software operates as a Software as a Service (SaaS) solution, integrating the latest advancements in both web and mobile technology to offer substantial benefits to its users. More than 8,000 accounting professionals around the globe have entrusted the CAOA platform, which demonstrates its reliability and effectiveness in the field. This impressive user base underscores the software's increasing prominence and trust within the accounting industry, further solidifying its position as a leading solution for modern accounting practices.
Integrations Supported
Microsoft Azure
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
Integrations Supported
Microsoft Azure
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$12.47
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
LedgerSync
Company Location
United States
Company Website
www.ledgersync.com
Company Facts
Organization Name
CA Office Automation
Date Founded
2010
Company Website
www.caofficeautomation.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management