Intersoft ERP: Formerly known as INTERAC ERP
Streamline Your Public Accounting Practice with Intersoft ERP
Intersoft ERP offers public accountants a comprehensive solution to streamline financial reporting, client management, and compliance, all while ensuring accuracy, efficiency, and real-time insights. Transform the way you manage client books and improve service delivery with automation and integration.
The Problem: Public Accounting Firms Struggle with Efficiency and Accuracy
Public accountants often face challenges such as:
Time-consuming manual data entry leading to errors and missed deadlines
Difficulty managing multiple clients' financials and keeping everything organized
Inconsistent reporting and financial statement preparation, causing delays
Client communication and data sharing can be fragmented and inefficient
Complicated tax compliance and staying up-to-date with changing regulations
Inadequate real-time visibility into client financials, slowing decision-making
Key Features of Intersoft ERP for Public Accounting
Enhance Your Public Accounting Services with Key Features
Client Accounting
Efficiently manage financial records for multiple clients in one centralized system, from bookkeeping to financial reporting.
Tax Compliance & Reporting
Automate tax calculations and ensure compliance with changing tax laws. Generate reports such as 1040, 1065, 1120, and more with ease.
Financial Reporting
Generate dynamic, real-time financial statements, balance sheets, income statements, and cash flow reports for clients.
Audit Trail
Maintain a clear, traceable record of all financial transactions, ensuring transparency and audit readiness.
Payroll Management
Process payroll efficiently for clients, handle deductions, taxes, and generate tax filings (W-2, 1099, etc.).
Time & Billing
Track billable hours, automate invoicing, and create detailed reports for clients, improving billing accuracy and timeliness.
Document Management
Digitize and store client documents securely, making it easy to retrieve and share necessary files for audits or reporting.
Client Portal
Provide clients with a secure, real-time view of their financials, documents, and tax information, improving communication and client satisfaction.
How It Works
Transform Client Accounting and Financial Reporting with Intersoft ERP
Client Setup & Accounting
Create individual client profiles and set up accounting systems tailored to each client’s unique financial situation.
Automated Tax Calculations & Compliance
Automatically calculate taxes for clients based on updated tax regulations, minimizing errors and ensuring timely submissions.
Financial Data Entry & Reporting
Capture client financial data automatically, generate real-time reports, and present clear financial statements ready for review.
Audit Trail Creation
Track all financial transactions with detailed logs, ensuring audit readiness and easy identification of any discrepancies.
Time Tracking & Billing
Record billable hours for client projects, create invoices based on time worked, and manage recurring services with automated billing.
Document Storage & Access
Upload and store client tax forms, financial statements, and other important documents in a secure, accessible digital vault.
Benefits Overview
Save Time, Improve Accuracy, and Increase Client Satisfaction
01
Automated Tax Calculations
Eliminate manual tax computations and ensure compliance with up-to-date regulations, reducing risk of errors and penalties.
02
Real-Time Financial Insights
Access real-time financial reports and dashboards, enabling quick decision-making and proactive advisory services.
03
Save Time on Manual Tasks
Automate routine accounting tasks, such as invoicing, payroll, and financial reporting, freeing up time for more strategic client work.
04
Improve Billing Accuracy
Track billable hours, automate invoicing, and ensure transparency in your billing process with clear, accurate reports.
05
Secure Client Documents
Digitally store and share client documents in a secure environment, ensuring confidentiality and ease of access.
Module Integrations
Integrated for a Streamlined Accounting Practice
Connected Modules:
General Ledger
Real-time posting of client accounting data to ensure financial consistency across all transactions.
Payroll
Automate payroll calculations, tax filings, and reporting, ensuring accuracy and compliance for your clients.
Document Manager
Securely store and manage client documents, making it easier to retrieve and share financial information.
Time & Billing
Track time spent on client projects and generate invoices automatically, improving billing transparency and efficiency.
Financial Reporting
Automatically generate financial statements, tax filings, and other regulatory reports based on real-time data.
Tax Compliance
Ensure client taxes are calculated according to the latest tax laws, with support for federal, state, and local tax codes.
Use Cases by Industry
Intersoft ERP for Every Public Accounting Firm
Small & Mid-sized Firms
Streamline client data management, improve tax filing accuracy, and reduce overhead with automation.
Tax Firms
Automate tax calculations and reporting for individual and business clients, ensuring compliance and accuracy.
Audit Firms
Maintain a detailed audit trail of all financial transactions, ensuring complete transparency and audit readiness.
Consulting Firms
Manage multiple clients' financials, time tracking, and billing seamlessly, while providing in-depth financial advice.
Nonprofit Organizations
Automate financial reporting and ensure compliance with nonprofit accounting regulations.
Law Firms
Handle complex billing, time tracking, and financial reporting for clients with a focus on accuracy and client satisfaction.