Supported Applications
Your app, set up on your server
Don't see your app? It can almost certainly go on your server too. Tell us what your firm uses, and we'll confirm it and set it up during onboarding.
UltraTax CS
Professional tax preparation software for high-volume practices. Handle complex returns with advanced diagnostics and comprehensive form coverage for all entity types.
QuickBooks Desktop
QuickBooks Desktop Pro, Premier, Accountant and Enterprise, hosted on your private server. Track expenses, manage inventory, and run payroll.
Drake Tax
Comprehensive tax software with unlimited e-filing. Perfect for tax professionals seeking affordability and reliability with excellent customer support.
Lacerte
Advanced tax software for complex returns. Trusted by CPAs for accuracy and comprehensive form coverage with powerful automation features.
CCH Axcess Tax
Tax compliance with integrated research tools and workflow automation, set up on your private server alongside your firm's files and other apps.
QuickBooks Online
Cloud-based accounting solution with real-time collaboration. Access your books from anywhere with this modern, mobile-friendly financial management system.
ProSeries
Professional tax software with intuitive interface. Ideal for growing practices transitioning from consumer software to professional-grade solutions.
TaxWise
Affordable professional tax software with bank product integration. Popular with tax preparation franchises and high-volume seasonal preparers.
Sage 50
Desktop accounting with advanced inventory management. Perfect for product-based businesses needing robust financial and operational controls.
TaxAct
Cost-effective tax preparation software with comprehensive e-filing capabilities and excellent value for growing practices.
Xero
Beautiful cloud accounting software with unlimited users. Perfect for modern accounting firms embracing digital transformation.
OfficeTools
Practice management software specifically designed for accounting firms. Streamline workflows, track time, and manage projects efficiently.