Ratings and Reviews 5 Ratings
Ratings and Reviews 0 Ratings
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What is LoanAssistant?
LoanAssistant is an innovative and flexible loan management software crafted by a skilled group of accomplished software engineers, banking professionals, and financial experts. This unique solution is the sole loan servicing add-on compatible with QuickBooks, allowing users to efficiently oversee various loans and credit lines. With LoanAssistant, users can effortlessly sync loan data with QuickBooks without the need for duplicate entries, facilitating real-time financial reporting. The software is designed to automatically compute interest and principal amounts based on the specified payment date and amount, making it easy to manage and process any applicable charges and fees. Its user-friendly interface requires no advanced accounting or bookkeeping knowledge, making it accessible to a broad audience. The comprehensive loan management capabilities of LoanAssistant cater to multiple sectors within the lending industry, including residential and commercial mortgages, student loans, automotive financing, construction loans, installment sales, leases, and investor participation, among others.
Additionally, the program offers extensive reporting options, which include personalized letters and tax documents such as the 1098 forms. Setting up the system is straightforward, requiring no extra hardware, and there are no additional costs based on the number of loans, customers, accounts, or transactions managed. Furthermore, it features an option for accrual accounting, as well as stand-alone and borrower-side servicing capabilities. Users can also take advantage of a complimentary 30-day trial to explore the software's features and capabilities.
What is Account Ability?
The document includes a range of forms such as 1095, 1098, 1099, 3921, 3922, and W-2G, along with W-2C. Additionally, the Electronic Reporting Software ensures compliance with IRS ACA regulations, providing features like electronic reporting and bulk TIN matching for various forms, including those within the 1095 to 5498 range, ensuring comprehensive coverage for all reporting needs. This allows users to efficiently manage their tax documentation, streamlining the reporting process for both individuals and businesses alike.
Integrations Supported
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Integrations Supported
Microsoft 365
Microsoft Access
QuickBooks Accountants
QuickBooks Cash
QuickBooks Commerce
QuickBooks Desktop Premier
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
API Availability
Has API
API Availability
Has API
Pricing Information
$999
Free Trial Offered?
Free Version
Pricing Information
$499.95/Year
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
Integrated Accounting Solutions
Date Founded
1999
Company Location
United States
Company Website
www.iasolutions.info/
Company Facts
Organization Name
IDMS Account Ability
Date Founded
1984
Company Location
United States
Company Website
www.idmsinc.com
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
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
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