Qvinci for Accountants is a centralized management portal where users can see all of their clients’ data on one dashboard. It automates many of the time-consuming tasks that are costing your firm valuable billable hours
Qvinci for Accountants uses patented technology to reduce expenses, eliminate redundant tasks and optimize firm efficiencies. The solution includes: • Landscape view of client data • Automatic report template updates • Create standard report templates • Automated report publishing • Management portal for the entire firm • Customized status and notes fields • Custom KPIs • Change styling via Excel-like interface • Compilation-like reports • Export to Excel and PDF • Package PDFs into deliverables
The Qvinci for Accountants portal improves internal processes by letting you coordinate your entire team at a glance. It boosts efficiency, increases your value to clients and provides a clear understanding how work flows through your firm. Its unique set of features also speeds up workflow and allows your staff to collaborate on anything and everything.
By eliminating redundant tasks, bottlenecks and the inefficient collection of information coming into the office, Qvinci for Accountants lets you add more clients without adding more staff. Cloud-based and highly scalable, the solution will save your staff time and free them up to take on more high value tasks such as consulting services.
Build reports the way you want them or choose from a selection of standardized templates. Deploy them across all your clients and let Qvinci for Accountants take care of the rest. Going forwards, every report will automatically update with your styling and your reports will look exactly how you want them. Move, add and delete columns. Change the width of columns. Get as creative as you want with font size, color and style. Build it once and use it for as long as you need.
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|Advisor||$99.95 a year or $9.95 a month (per file/class)||10000||Up to 250 Quickbooks files|
|Enterprise||$219.95 a year of $19.95 a month (per file/class)||10000||Unlimited Quickbooks files|
You can search our Qvinci knowledge base or speak directly with customer service via live chat. https://qvinci.zendesk.com/home