As always, please feel free to contact us if you have any questions, comments or feedback: help@sageworks.
New Features
Electronic Tax Return Reader (ETRR) for 2010-2015 Tax Returns
Users are now able to eliminate manual entry by uploading client data directly into ProfitCents. The patent-approved technology supports PDF files created directly from select tax packages including: Drake®, Lacerte, Proseries Tax®, CCH® Prosystem fx® Tax, and UltraTaxCS.
How to access:
Integration
QuickBooks Online Integration
Users are able to easily pull any of their QuickBooks online accounts and financials into ProfitCents.
Interface Change For Integration Account Mapping
Last column (now labeled "Mapped") shows checked/unchecked boxes depending on whether the account has been mapped.
Report Customization
Customizable Report Sections For Profit & Non-Profit reports
Users can now turn specific sections of the reports off by default or even toggle off a section specific to an individual report.
Customizable Graph Color For Profit & Non-Profit reports
Within reports, users are now given the option to adjust the colors of their bar graphs.
Tips for Improvement in Industry Data Reports
We are listening! We brought back tips for improvement due to popular demand.
Others
On hover Tool-tips for different reports
Provides users a more intuitive description showcasing which report is more relevant for their purpose.
Have Questions about these enhancements?
We are here to help! Email us at help@sageworks.com