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, accounts receivable and financial statement reporting functions into an easy-to-use, comprehensive write-up system designed to handle all your firm's needs.

Price: $495

*Online webinar required with initial purchase: $99

Benefits:

• Speed your work with heads-down data entry or by importing your client's data from third-party general ledger software such as Quickbooks® and Peachtree®
• 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
• Convert Charts of Accounts, vendor lists and other static data from your existing system, saving setup time
• Provide your clients with ATX Client Checkbook™ to record their daily checks and deposits. You import the client's raw data and export your adjusting Journal Entries back to the client. Additional fee applies
• Automate distribution of transaction amounts to GL accounts
• Simplify after-the-fact payroll reporting. Enter check stub information into the check register and watch employee and vendor records automatically update. Easily handle reporting for tipped employees. Generate payroll returns including federal forms 940 and 941 and state unemployment reports. Client Write-Up enables you to electronically file federal form 940 and 941 when used with our W-2/1099 or Payroll Compliance Reporting program.
• As your clients' businesses grow, you can create a new account segment, which allows for improved business analysis
• Review entries a variety of ways, including journal and check entry, financial statements and Accounts
• 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 and powerful financial statements using templates or customized layouts. You control statement appearance, including orientation, number of columns, placement of underlines and dollar signs, and custom headers and footers. The program offers professional client letters and GAAP-required statements
• Better serve your Spanish-speaking customers by providing industry Charts of Accounts with account descriptions in Spanish and Global Financial Statements in Spanish
• Eliminate printing, filing and scanning by sending reports and Financial Statements to Scan&Fill or Document Manager
• Export year-end balances to ATX tax compliance software to complete the client's tax return, saving time and ensuring accuracy

Features:

• 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
• Easily track and properly code transactions made on the company credit card with the credit card register and reconciliation feature
• 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 ready to complete and print at the end of the year