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What is TB Works?

EZ Trial Balance software is offered in both Desktop and Cloud formats, delivering a robust solution that includes functionalities like trial balance imports, chart of accounts oversight, and the organization of various account categories, as well as the capacity to document journal entries and cash transactions, while also supporting general ledger upkeep, trial balance creation, working trial balance preparation, and the generation of multiple types of reports. Have you ever reminisced about the era when trial balance software was both accessible and cost-effective? Many of us fondly remember popular choices like Workpapers Plus and ATB, which were beloved by accountants everywhere. With this nostalgia in mind, EZ Trial Balance has been designed to provide simple trial balance options that adequately address your requirements, enabling efficient client onboarding and a fluid workflow without the extra complications and expenses commonly encountered in the accounting profession. Trying out EZ Trial Balance is incredibly simple; you can download a free demo of the desktop version or take advantage of a 7-day complimentary trial for the cloud version, with no need to provide credit card information or payment details! This way, you can thoroughly evaluate its capabilities and determine whether it aligns well with your accounting objectives, ensuring you make an informed choice. Ultimately, EZ Trial Balance aims to simplify your accounting process and enhance your overall efficiency.

What is Spin CRM?

Invoices generated through the Spin CRM platform are effortlessly transferred to the accounting software, while inventory levels in the warehouse are updated simultaneously within the same interface. The Spin CRM also supports full email synchronization, allowing users to easily link messages using BCC and CC. Furthermore, integration with bank accounts is a feature of Spin CRM, which improves financial oversight. Invoices are produced automatically based on incoming payments, simplifying the billing workflow. The platform allows for the easy creation of commercial proposals and various documents, utilizing automatic data population to boost efficiency. Users enjoy real-time visibility of stock levels, which aids in precise inventory management, and can also plan and place orders directly with suppliers through the system. Smart ID and mobile signature functionalities within Spin CRM make document signing convenient, and users can invite customers to sign documents electronically as well. Additionally, the system enables the monitoring of sales progress for each client, enhancing engagement strategies. Task management, sales-related communication, and traffic tracking are streamlined, ensuring an integrated workflow during the sales process. With these comprehensive features, Spin CRM not only elevates productivity but also fosters better organization for its users, making their operations more effective overall.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$299 per user per year
Free Trial Offered?

Pricing Information

$19 per user per month

Supported Platforms

Windows

Supported Platforms

SaaS
Android

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

TB Works Software

Date Founded

1999

Company Location

United States

Company Website

www.tbworkssoftware.com

Company Facts

Organization Name

Empera LT

Date Founded

2015

Company Location

Lithuania

Company Website

www.spincrm.com/en/

Categories and Features

Accounting

Billing & Invoicing
CPA Firms
General Ledger
Nonprofits
Purchase Orders

General Ledger

Not specified

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Mobile Access
Segmentation
Task Management

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