Patriot Accounting Reviews & Ratings

Patriot Accounting

5.0 out of 5 stars

Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Patriot Accounting?

Patriot Accounting is a cutting-edge cloud-based solution designed for both accountants and small business proprietors, offering an array of features that enhance their financial management tasks. Its user-friendly interface makes it easy to navigate, enabling users to efficiently monitor financial transactions, send invoices, and generate various forms. In addition, the system facilitates bill payments and allows for the management of multiple accounts, encompassing both income and expenses. Users have the capability to manage various transaction types, such as withdrawals, deposits, payroll, and incoming funds. Patriot Accounting also boasts a comprehensive set of tools, including cash flow tracking, vendor account management, and the ability to generate profit and loss statements, as well as transaction summaries and expense reports, making it a versatile choice for financial oversight. Overall, the platform is designed to simplify accounting processes while providing valuable insights into a business's financial health.

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.

Media

Media

Integrations Supported

Patriot Payroll
Plaid

Integrations Supported

Microsoft Azure

API Availability

Has API

API Availability

Pricing Information

$20/month
Accounting Basic $20/month unlimited use
Accounting Premium $30/month unlimited use.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Patriot Software

Date Founded

2002

Company Location

United States

Company Website

www.patriotsoftware.com

Company Facts

Organization Name

CA Office Automation

Date Founded

2010

Company Website

www.caofficeautomation.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Expense Tracking
General Ledger
Nonprofits
Payroll Management
Purchase Orders
Tax Management

Accounting Practice Management

Billing & Invoicing
Client Management
Document Management
Due Date Tracking
For CPA Firms
Staff Management
Time Tracking

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Online Payment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Service Ticket Billing

General Ledger

Not specified

Medical Accounting

Not specified

Trucking Accounting

Not specified

Categories and Features

Accounting

Not specified

ERP

Not specified

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