Scaling New Heights® 2020 Sponsors At-a-glance # 3

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Scaling New Heights 2020 is being held November 8 - 11, 2020 in Orlando with both on-premise and remote (virtual) experiences. Insightful Accountant is providing our readers with vignettes about each of the conference sponsors between now and the start of the conference.  Each articles' sponsors have been randomly selected in no particular order or ranking, but they are listed in alphabetical order within each article.

Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use.

Avalara AvaTax helps thousands of customers accurately calculate sales and use taxes based on up-to-date tax data. AvaTax’s cloud-based software is easy-to-use and fast-to-implement, ensuring a rapid return on investment. AvaTax is continually updating taxability rules, rates, and boundaries for millions of products and services. Providing accurate, real-time tax calculations for more than 16,000 tax jurisdictions — guaranteed.

Rates are calculated “behind the scenes” in QuickBooks and are automatically applied to the invoice. AvaTax calculates accurate sales tax based on the details given in the invoice. After saving the invoice in QuickBooks, AvaTax calculates and adds the sales tax line to the invoice, validating the customer address before calculation. Reports are generated on-demand and invoices are synced seamlessly for filing on the back end.

You are probably thinking that since your 'accounting software' has sales tax built in you don't need something like this, but does it really give you the options, flexibility and reporting you need, not to mention the guarantees?

To see how you can get more 'than the basics' from your accounting software when it comes to sales tax, and make certain you are 100% compliant, be sure to visit the Avalara website, or check out the Avalara - AvaTax landing page at the Intuit QuickBooks Apps Center.

Botkeeper – Better than humans, better than machines. Automated bookkeeping with a human touch. Botkeeper provides bookkeeping to businesses through automation of common bookkeeping workflows in order to save time and cut bookkeeping costs in half.

Using a powerful combination of skilled accountants and automated data entry through the use of machine learning and AI, Botkeeper’s platform connects with a client’s bank accounts, credit cards, HR system, POS, and other systems, making the appropriate entries and adjustments to their QuickBooks Online accounts via 24/7 Bots. Clients receive ongoing support as well as incredible insight into their financials with easy-to-use, attractive dashboards and unlimited, customizable reporting.

Accounting professionals/firms can offload their bookkeeping tasks (data entry, reconciliations, classifications) to Botkeeper, through their Partner Program, allowing them to focus on higher level client advisory services. Real-time financial data helps them work with their clients and advise them in making good business decisions.

So whether you are a small business needing assistance, or are a professional looking for staffing alternatives, and Botkeeper sounds like the 'future of bookkeeping' you have been looking for, then make sure you check out the Botkeeper website.

Discover a new way to deal with paperwork using the newest iteration of award-winning document management solution from eFileCabinet that combines the best features of their online platform with their secure file-sharing service, creating an all-in-one solution for dealing with document organization, workflow, and sharing.

Rubex is their premier document management platform designed to manage 'the paperless office.' Rubex allows companies to go digital by being the all-in-one solution for digitally transferring physical documents to the cloud or an on-premise network, then storing and cataloging them for later use.

And if you are wondering about how it works with QuickBooks, well any documents that you either scan into (like a Vendor's Invoice) or create within QBO (like the Vendor's Bill) are processed through Zonal OCR as part of an upload to Rubex. They are then cataloged based on your predefined fields from a template you configured. And, because Rubex is product-agnostic, this same process follows true with any application that has a 'print-to' functionality.

Rubex also lets businesses share their documents with clients through a portal that’s secure, compliant and convenient. The same workflow automation tools make time-consuming processes faster and more efficient for you and your staff not to mention accelerating efficiencies for your clients when accessing their info via their client portal.

eFileCabinet definitely deserves your attention, so be sure to visit the Rubex by eFileCabinet website.

Fishbowl is a software add-on for QuickBooks that maximizes inventory. manufacturing and warehousing processes. Fishbowl works with QuickBooks Online just as well as it does with QuickBooks Desktop.

There are three different flavors of Fishbowl built around a common core. One flavor is Fishbowl Inventory, the second is Fishbowl Warehouse and the third is Fishbowl Manufacturing. Fishbowl offers sales orders, work orders, production orders, purchase orders, outsource tracking and parts scheduling as well as pricing rule variability and several cost valuation methods (average, LIFO, FIFO, actual), in addition to a built-in customer relations management (CRM) feature.

As if traditional Fishbowl wasn't enough, they are now offering a Software-as-a-service (SAAS) application called Boxstorm that provides inventory features specifically for QuickBooks Online. This isn’t just Fishbowl running on a cloud server connecting to QBO; this is an application designed for cloud computing. You can access Boxstorm from any computer browser, as well as tablets and smartphones. Boxstorm offers a free-version of their software that allows you to save, scan, move, and cycle count your inventory. It is the first 'free forever' inventory solution to integrate with QuickBooks Online.

So, if you are looking for inventory, manufacturing or warehouse solutions that work with QuickBooks be certain to check out the Fishbowl website to learn more about their product offerings. And, if you want to find out more about Boxstorm for QBO then head over to the Boxstorm landing page at the Intuit QuickBooks Apps Center.

OnPay is a full-service payroll solution for small and medium-sized businesses that addresses the needs of clients with up to 1,000 employees or contractors, including nonprofits, agriculture, franchises, and restaurants. The program also provides integrated HR, workers’ compensation and benefits for all 50 United States.

OnPay provides small businesses with payroll flexibility (and payroll accounting) as a result of their ability to automatically sync with either QuickBooks Online or QuickBooks Desktop. OnPay incorporates six  different permission levels so practitioners can customize payroll collaboration. Based on preferences, firms can handle the entire payroll process, allow clients to handle it or they can manage it together.

OnPay for Accountants and Bookkeepers gives them the ability to manage all clients from one intuitive dashboard. Accountants and bookkeepers can assign tasks, track payroll deadlines, pull reports and manage software app integrations from the OnPay dashboard.

OnPay's 'Partner Program' streamlines the ability of accountants, bookkeepers, consultants and ProAdvisors to service their clients with the payroll, HR and other solutions OnPay makes available. So, if you have been looking for an alternative payroll solution that works with either QuickBooks Desktop, or QBO, make certain to check out OnPay.

The Profit BeaconTM is financial software that integrates with QuickBooks to shine the light on critical financial decisions in a small business even in the stormiest of times.

For Accountants, Bookkeepers, Consultants and ProAdvisors, the Profit Beacon is the automated tool that will help you turbocharge your clients’ accounting data for improved cash flow outcomes by equipping your practice to help your clients make better decisions faster. You will be able to:

  • Turbocharge business financial data to achieve P&L and cash flow objectives,
  • Shine the light on critical decision-making points,
  • Evolve any company towards a financial planning and analysis mindset, and
  • Look at every decision as a financial decision so that the right decision can always be made.

In short, you will become a hero to your clients by helping them implement predictive management which is far superior to reactive management.  

For more details about how you can become that hero, be sure to head on over to The Profit Beacon website.