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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 Accounting Xpert?

The Client Write-up feature in the Accounting Xpert Enterprise Edition establishes a new standard for write-up software currently offered in the market. Its intuitive design, rapid performance, and efficient functionality are complemented by comprehensive documentation that includes online tutorials. Together, these elements create a holistic integrated system that includes Write-up, Bank Reconciliation, ATF Payroll, and the W2/1099 Laser Module. This software is tailored to serve almost any type of client, catering effectively to accounting practices of all sizes. In addition to typical client write-up capabilities, Xpert's software presents a range of sophisticated features, including the elimination of monthly closings and the flexibility to edit any transaction at any moment while upholding complete audit control. Users can also re-run reports for various date ranges, encompassing multiple years, enhancing usability. Furthermore, the software supports the printing of PDF files and the automatic emailing or faxing of reports, in addition to integrating with external applications such as Microsoft Word for compilation letters and Excel for creating charts and graphics. It ensures smooth data export to tax programs as well as importing from external systems, including QuickBooks, which adds to its adaptability for accounting professionals. With this extensive repertoire of features, Xpert empowers accountants not only to improve their productivity but also to elevate their accuracy in financial reporting. Ultimately, this makes it an indispensable resource for any modern accounting practice.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$1495.00/one-time/user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
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

Micronetics

Date Founded

1978

Company Location

United States

Company Website

www.axpert.com

Categories and Features

Stock Portfolio Management

Portfolio Accounting
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fund Accounting
General Ledger
Nonprofits
Purchase Orders

Accounts Payable

Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry
Vendor Management

Accounts Receivable

Billing & Invoicing
Check Processing
Overpayment Processing
Receivables Ledger
Recurring Billing

Medical Accounting

Not specified

Payroll

401(k) Tracking
Attendance Management
Check Printing
Compensation Management
Deductions Management
Direct Deposit
Multi-State
Reporting/Analytics
W-2 and 1099 Preparation
Wage Garnishment

Trucking Accounting

Not specified

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