The move to the cloud is inevitable. However, we understand that some of your clients still need desktop solutions. Using Receipt Bank to collect and manage your clients sourced documents will be a great first step into the cloud!
Receipt Bank can save your firm time and money while streamlining your business practices. If you’re providing bookkeeping for your clients, you know how many hours are wasted collecting documents, sorting through and coding, as well as manually inputting information. By implementing a digital workflow, you can eliminate outdated practices and reduce the processing time of your clients’ Accounts Payables!
The greatest benefit to using Receipt Bank with a desktop accounting software is the peace of mind of going paperless. Being overwhelmed with paper increases the risk of fines and penalties when documents aren’t available during an audit. When your clients submit their receipts and invoices, we eliminate that risk by storing them in our archive for as long as the law regulates in your country. We allow you to take those receipts and invoices and export them chronologically into a CSV file or as a PDF!
Utilizing Receipt Bank can also save you on visiting clients to collect their source documents. As long as your clients can take a photo of the document when it arrives and submit it via the Receipt Bank app, you can start entering that data into QuickBooks desktop, no visit required! Using Receipt Bank to automate your workflow makes providing accounting services to clients more efficient, productive and profitable.
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