SourceLink Hosting Makes Accounting More Efficient

SourceLink document management software helps to save time, and makes practice more efficient for a Certified Public Accountant or CPA. A Certified Public Accountant relies on SourceLink add-on software program to attach client source material to the famous QuickBooks accounting software program. A Certified Public Accountant or CPA stays organized with this QuickBooks compatible software. SourceLink document management add on software and QuickBooks financial application save time, postage, file space, and headaches in the future. Many certified QuickBooks ProAdvisors and Certified Public Accountants have advised small and medium size businesses or SMBs, and individual users to use SourceLink document management add on software for their QuickBooks accounting software. To ensure accurate record keeping, a Certified Public Accountant or CPA collects duplicate records of clients’ bills and forms that he or she receives by either fax or mail. A Certified Public Accountant can accumulate hundreds of sheets of paper from one client in a single month. Many of the records he or she receives eventually prove to be unnecessary, but neither the client nor certified public accountant can predict which documents will be needed when it is time to review the books. A certified public accountant has to contend with missing information when reconciling client books. To get the necessary data, he or she spends valuable time emailing or telephoning his or her clients, requesting that they locate the appropriate document and send him or her missing information. If certified public accountant is the sole owner and employee, then he or she needs to cut the time consuming back and forth. At this point of time, a certified public accountant would desire an electronic means to link his or her customers’ documents to their QuickBooks accounts so that he or she could easily track her clients’ documents and better manage the deluge of paper. An electronic filing system would clear out clutter, make fact checking easier, and save time needed to locate relevant documents. Together SourceLink document management add on software and QuickBooks accounting software allow a QuickBooks Certified ProAdvisor and a Certified Public Accountant or CPA to - Reduce time spent searching for paper records and files; Save mailing costs, phone bills, and filing spaces; Spend more time with clients and less time hunting bills and invoices; Affirm data accuracy in QuickBooks accounting software; and Introduce “paperless” office practices. Using SourceLink, a certified public accountant can file, retrieve, and organize his or her clients’ source documents with the appropriate QuickBooks records. He or she can attach, detach, and view the linked documents in QuickBooks with a single mouse click. Once he or she receives a vendor bill in the mail, for example, he or she scans the document into her computer and links it with SourceLink to his or her client’s QuickBooks records. Other documents that he or she can record are bank documents (monthly statements and loan documents), credit card charge slips, Petty Cash receipts, Sales Tax Exemption certificates from customers, customer POs, and more. When he or she fully implements the document management application, he or she expects some client records will have hundreds of documents associated with their QuickBooks records. SourceLink has the flexibility to attach as many as ten files or folders to twenty six different types of QuickBooks records, including Invoice, Item, Purchase Order, Credit Card Charge, and Company File. Advantages Offered By SourceLink Hosting Service Provider -rnA cloud computing and application hosting service provider offers world class data centers.rnAn application hosting and cloud hosting service vendor provides simultaneous accessibility to hosted SourceLink software to many users via Internet. rnSourceLink host provisions 24 by 7 and totally free support service to its clients. rnA SourceLink hosting service vendor provides thirty days of rolling data backups.