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What is Write-Up?

For many accounting firms, managing stock portfolios for affluent clients is a crucial service that they must provide. The challenge, however, lies in delivering this vital and often labor-intensive service while keeping expenses under control. Fortunately, Write-Up stands out as the premier stock portfolio accounting software, crafted to simplify and quicken the accounting tasks associated with monitoring, documenting, and reporting stock transactions for holding companies, trusts, and estates. It makes year-end processes easier and grants access to historical data, thus enhancing the efficiency of financial management. With Write-Up, users can conclude a fiscal year across both modules and smoothly carry forward open security positions in the broker module into the subsequent year. Access to historical data from previous years is maintained in both modules for easy reference. This innovative software also supports multiple currencies and efficiently manages necessary foreign exchange entries, making investment oversight seamless. Furthermore, Write-Up accommodates three key transaction types: broker transactions, banking transactions, and adjusting entries, which ensures comprehensive oversight of the investment portfolio. Consequently, accounting firms can provide superior services to their clients while significantly improving their operational effectiveness, creating a win-win situation for both parties.

What is AccountBerry?

Discover an exceptionally user-friendly interface that improves your workflow while retaining a sense of familiarity. You can be confident that obstacles will not impede your progress, as we provide EPVs to support you with any transaction entries. Our automated year-end closing wizard simplifies the closing process, making it a breeze. Improve transaction organization by creating specific categories for departments or projects, which allows for precise filtering. Transferring company plans and ownership is just a few clicks away, ensuring ease of use. Importing or exporting your data in CSV format can be done effortlessly, without the need for complex conversions. We aim to optimize business processes, enabling users to save valuable time on tasks while keeping essential insights at their fingertips. We take great pride in being the most delightful accounting software available. Ultimately, the blend of simplicity and powerful features in our accounting platform offers an unparalleled user experience. Enjoy seamless management of year-end closings and the effortless transfer of company subscription ownership, all tailored to meet your specific requirements. With these tools at your disposal, you can focus on what truly matters in your business.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5.00/month
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

TJPS Software

Company Location

United States

Company Website

tjpssoftware.com/features.asp

Company Facts

Organization Name

Coquinteractive

Date Founded

2018

Company Location

Puerto Rico

Company Website

www.accountberry.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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

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