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Client Writeup

Don’t get buried under tedious data entry! Service all your clients’ in-depth accounting needs, increase productivity, and accelerate your data entry with ATX Client Write-Up.

Client Write-Up combines general ledger, trial balance, after-the-fact payroll, accounts payable and receivable and financial statement reporting functions into an easy-to-use, comprehensive write-up system designed to handle all your firm’s needs.


(Requires Flash) 

Price: $420 | Training required with initial purchase: $89
  • Streamline your processes with fast and easy data entry with a user-friendly interface: your fingers never have to leave your keyboard!
  • One entry point for payroll and check information allows for faster and more precise data processing
  • Speed up daily sales and cash deposits entry through a simple Day Sheet Journal
  • Automate distribution of transaction amounts to GL accounts
  • As your clients’ businesses grow, you can create a new account segment, which allows for improved business analysis
  • Examine entries a variety of ways, including journal and check entry, financial statements and Charts of Accounts setup
  • Create budgets for multiple years, set budgets manually, or use an existing budget or amounts from a prior year to calculate a budget for a subsequent year
  • Quickly create professional financial statements by using either a statement template, or customize your own layout
  • Export year-end balances to ATX tax compliance software to complete the client’s tax return, saving time and ensuring accuracy
$420
  • Recurring journal for re-occurring monthly entries
  • Offers convenient features such as: bank reconciliation, trial balance and opening entry pick-up, on-screen working trial balance, void checks, unpost batches, and more
  • Pick the processing method best suited to your client: batch or real-time entry
  • Switch back and forth between two check entry options: check register or check format entry
  • Enter check information into the check register, and employee and vendor statistics are automatically recorded for federal and state reporting
  • Regulatory forms are complete and ready for printing at the end of the year
 

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