Boost Your Efficiency: Dive into AutoEntry Accounts Prep

Do you have clients who don’t use accounting software?

During tax time, you might be manually entering their transactions from bank statements into a spreadsheet. AccountsPrep automates this process, transforming days of work into hours or even minutes.

How it Works:

• Scan your client’s bank statements with AutoEntry to instantly capture data
• Integrate with AccountsPrep to build an organized chart of accounts
• Process Entries with ease: quickly code transactions using dropdowns, process similar entries in bulk, create and match cheques and deposits, and make adjustments as needed
• Export the chart of accounts to Sage or generate client reports like P&L

One monthly fee covers unlimited clients and companies, making it perfect for Self-Assessments, VAT returns and MTD for Income Tax.

Want to see how it works? Click here to see Rob Newman’s experience.

To learn more or begin your AccountsPrep journey, simply Leave your details, and we'll have an expert contact you.