Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    566 Ratings
    Company Website
  • Summ Reviews & Ratings
    842 Ratings
    Company Website
  • AlsoThere Reviews & Ratings
    1 Rating
    Company Website
  • Visual Lease Reviews & Ratings
    446 Ratings
    Company Website
  • Gemini Credit Card Reviews & Ratings
    2 Ratings
    Company Website
  • eToro Reviews & Ratings
    32,059 Ratings
  • Cadebill Reviews & Ratings
    1 Rating
    Company Website
  • UnForm Reviews & Ratings
    19 Ratings
    Company Website
  • Fraxion Reviews & Ratings
    195 Ratings
    Company Website
  • Buildium Reviews & Ratings
    2,546 Ratings
    Company Website

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 Accounting CS?

Accounting CS is a sophisticated accounting solution designed specifically for accountants and CPA firms, with the goal of improving operational efficiency while allowing for a more strategic approach to client service. This all-encompassing platform offers a variety of functions, such as write-up, trial balance, payroll, and financial statement analysis, making it suitable for firms that serve a diverse clientele across numerous industries and entity types. Its design prioritizes flexibility, which significantly reduces the time spent on data entry and retrieval tasks. The software features an intelligent interface that efficiently identifies and verifies much of the required information and integrates smoothly with other applications, boosting staff productivity and enabling them to focus on delivering higher-value services. In addition, it can extract data directly from client spreadsheets or QuickBooks and synchronize transactions with financial institutions, which simplifies the incorporation of client data into existing workflows. This powerful tool supports various entity types, reporting periods, locations, and departments, ensuring that firms can effectively meet a wide range of client demands. Ultimately, Accounting CS streamlines the accounting process while also enhancing the client experience by allowing for faster access to essential information and insights. By leveraging these capabilities, firms can not only improve their service delivery but also foster stronger relationships with their clients.

Media

Media

Integrations Supported

Integrations Supported

OneUp Networks
QuickBooks Online

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

TJPS Software

Company Location

United States

Company Website

tjpssoftware.com/features.asp

Company Facts

Organization Name

Thomson Reuters

Date Founded

2008

Company Location

Canada

Company Website

tax.thomsonreuters.com/us/en/cs-professional-suite/accounting-cs

Categories and Features

Stock Portfolio Management

Portfolio Accounting
Tax Management

Categories and Features

Popular Alternatives

Accounting Xpert Reviews & Ratings

Accounting Xpert

Micronetics

Popular Alternatives

Hisabone Corporate Reviews & Ratings

Hisabone Corporate

Hisabone (Private) Limited
EasyACCT Reviews & Ratings

EasyACCT

Intuit
Practice CS Reviews & Ratings

Practice CS

Thomson Reuters
AssetWriter Reviews & Ratings

AssetWriter

FinSoft
CCH iFirm Reviews & Ratings

CCH iFirm

Wolters Kluwer
Joblogic Reviews & Ratings

Joblogic

Tracer Management Systems