INTACCT

 

TRANSFORM YOUR CLIENT ACCOUNTING SERVICES PRACTICE

Today's challenging economic climate demands that accounting professionals collaborate better with clients to help them make faster, smarter business decisions and improve their financial performance. The Intacct Accountant Edition provides anytime-anywhere access to real-time information, enabling you to serve clients as a forward-thinking, proactive advisor and deliver valuable financial guidance. Eliminate the many headaches you face managing data across disparate systems by transitioning to this single, powerful platform.

The Intacct Accountant Edition from CPA.com gives you the ability to:

  • Quickly and securely manage data for multiple clients in real-time
  • Improve collaboration with clients and provide real-time operational and financial insight
  • Increase the profitability of your firm by improving overall efficiencies
  • Maximize your value as a Trusted Business Advisor and gain a true competitive advantage
 

The Intacct Accountant Edition also includes financial best practices, business guidance, benchmarks and industry templates - all of which are customizable to serve a variety of needs, from basic processing services to highly complex analytics. This allows you to focus on clients of different sizes and in different fields with the same ease and authority.

INCREASE YOUR PROFITABILITY AND GAIN A COMPETITIVE ADVANTAGE

Intacct puts you in a position to provide higher value advisory services by giving you access to meaningful, real-time information that you can share with your clients, including financial, non-financial and operational data. This business visibility spans reports, notifications, and dashboards that are available to your firm and to your clients. With the ability to share forward-thinking insight, you will be able to differentiate your firm and ultimately improve service and satisfaction.

Intacct will improve productivity and efficiency by enabling you to:

  • Access and manage client data securely 24/7 from any web-enabled browser
  • Update and share data instantly across the firm
  • Quickly view and analyze information through reports
  • Standardize processes on one financial platform for all accounting work
  • Optimize key business practices; eliminate wasted time re-entering data between different applications and fixing key-stroke errors
  • Reduce travel time/costs and give staff the flexibility to work out of the office
  • Ease staffing challenges by leveraging part time or long distance talent and get them up and running in minutes

 

KEY FEATURES

 

DASHBOARDS

  • Real-time visibility and access to all client data from a single, centralized location
  • Easy to customize the layout and display of information
  • Provides better insight into business performance through financial and operational data

 

REPORTS

  • Provides ability to measure business metrics and performance
  • Flexible financial reporting tools and a library of more than 150 built-in financial reports that support key regulatory reporting requirements
  • Improves cash flow management and expense reporting with visibility into current and projected inflows, outflows, and funding streams
     

 

TEMPLATES

  • Industry templates can include business processes, charts of accounts, financial reports, business dashboards and many other elements of the financial system
  • Customizable and easy to reuse
  • Allows you to capture expertise and quickly deploy across many clients
     

 

INTEGRATION

  • Integrates with other leading applications including Bill.com, Salesforce, project accounting, and more
  • Dozens of pre-built integrations that deploy quickly and easily
  • Open web services to connect to systems you are using now or considering in the future
     

 

SECURE ENVIRONMENT

  • Backed by high reliability Tier 1 data centers
  • Provides world-class security, disaster protection, backup and recovery
  • Built-in internal controls and security permissions give you control to what users can access
     

The Intacct Accountants Program from CPA.com includes:

  • Access to the on-demand Intacct Accountant Edition core modules including: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Order Entry, Purchasing, Employee Expenses, Standard Reporting, and Dashboards
  • An array of training resources and support tools designed to ensure your success
  • Access to the unique Accountant's Console and use of Intacct Partner Portal
  • Free use for Intacct for your firm when your firm is in the Intacct Accountants Program
  • Training at a live 3-day Intacct Accountants Program Certification Training Course and access to unlimited online training
  • Sales and implementation support, on-boarding for new clients
  • Unlimited Technical Support via email, phone and live chat
  • Client sales tools and marketing resources to help you grow your client accounting services practice
  • Intacct's Buy with ConfidenceSM guarantee

 

THE POWER OF SMART BUSINESS


The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development.

CPA.com is your primary source for taking the complexity out of moving your Firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about Intacct from CPA.com, please contact our team at inquire@hq.cpa.com or by calling 1.855.855.5CPA.

TESTIMONIAL