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Do More. Do Better.™ There are no cumbersome file transfers. By customizing the bookkeeping system for each client and liming their access only to the funcons they can perform, you minimize client errors and simplify the enre accounng process. Accountant-Centric also means Client-Friendly You can now focus on helping clients manage their business finances more effecvely and strengthening your trusted client relaonships. This new Accountant-Centric model benefits both you and your clients, leng you restore your professional status while adding value to your clients’ businesses. Taking cloud compung to all-new heights By leng you and your clients work together using the same system, Accounng Relief takes client compung to the next level. With Accounng Relief, both the soware and all your client data are stored on secure servers that allow you, staff, and clients to access the system from anywhere at any me. You never have to install the soware or apply updates or patches. And neither you nor your clients have to worry about loss of crucial accounng data due to viruses or hard disk crashes. Clients not ready yet? Start with Accounng Relief Pro for performing write-up and trial balance engagements within your firm. Then educate your clients about the benefit of working collaboravely with you and give them access to the bookkeeping/transacon module. Soon you and your clients will be ready to harness the full power of Accounng Relief. The problem: Client-Centric accounng systems Accounng soware vendors have succeeded in diminishing your importance and controlling your clients by making their accounng systems client-centric. Since these systems are sold directly to your clients, clients are given free rein to do whatever they want including making a mess of their bookkeeping. You are forced to use “workarounds” because these systems do not fully support the features accountants need for their professional work. These idiosyncrasies cause havoc for accountants and make accounng unnecessarily complex and inefficient. Moreover, these systems cause you to lose control—not only over client accounng, but also over your most precious business asset: your client relaonships. No judicious accountant would be happy with this situaon. The soluon: Accountant-Centric Accounng Relief Web-based Accountant-Centric Accounng Relief puts accountants back in the driver’s seat. Everything you and your clients need—bookkeeping, write-up, trial balance, and financial reporng are integrated into one unified system. Both you and your clients work collaboravely— with you in full command. Accounng Relief reduces client accounng to three simple steps: 1. Clients make bookkeeping entries. 2. You take the same data and make adjusng entries, and 3. You create fully customized financial statements with coversheet, TOC, accountant’s leer, and footnotes— with just a few mouse clicks. “AccountantsWorld has long been a pathbreaker in the world of on-line soware, and of soware designed specifically for accountants.” -- Accounng Today, Sept. 2009 “An outstanding innovaon in the way professional accountants interact with their clients...pung more control back into the hands of their accountant is brilliant!” -- CPA Technology Advisor, Nov. 2008 AccountantsWorld has created web-based Accounng Relief with a single focus: To put you, the accountant, back in control of client accounng. Accounting Accounting Relief Relief ® Accounting Relief ® Accounting Relief ® Accounting Relief ® Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly. Accountant-Centric, Client Friendly.
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Page 1: Accountant-Centric, Client Friendly.AAccountant-Centric ...images.accountantsworld.com/pdf/product/arcapabilities_1109.pdf · Client setup documents to assist you in seng up a new

Do More. Do Better.™

There are no cumbersome file transfers. By customizing the bookkeeping system for each client and limi�ng their access only to the func�ons they can perform, you minimize client errors and simplify the en�re accoun�ng process.

Accountant-Centric also means Client-FriendlyYou can now focus on helping clients manage their business finances more effec�vely and strengthening your trusted client rela�onships. This new Accountant-Centric model benefits both you and your clients, le�ng you restore your professional status while adding value to your clients’ businesses.

Taking cloud compu�ng to all-new heightsBy le�ng you and your clients work together using the same system, Accoun�ng Relief takes client compu�ng to the next level. With Accoun�ng Relief, both the so�ware and all your client data are stored on secure servers that allow you, staff, and clients to access the system from anywhere at any �me. You never have to install the so�ware or apply updates or patches. And neither you nor your clients have to worry about loss of crucial accoun�ng data due to viruses or hard disk crashes.

Clients not ready yet?Start with Accoun�ng Relief Pro for performing write-up and trial balance engagements within your firm. Then educate your clients about the benefit of working collabora�vely with you and give them access to the bookkeeping/transac�on module.

Soon you and your clients will be ready to harness the full power of Accoun�ng Relief.

The problem:Client-Centric accoun�ng systemsAccoun�ng so�ware vendors have succeeded in diminishing your importance and controlling your clients by making their accoun�ng systems client-centric. Since these systems are sold directly to your clients, clients are given free rein to do whatever they want including making a mess of their bookkeeping. You are forced to use “workarounds” because these systems do not fully support the features accountants need for their professional work. These idiosyncrasies cause havoc for accountants and make accoun�ng unnecessarily complex and inefficient.

Moreover, these systems cause you to lose control—not only over client accoun�ng, but also over your most precious business asset: your client rela�onships. No judicious accountant would be happy with this situa�on.

The solu�on:Accountant-Centric Accoun�ng ReliefWeb-based Accountant-Centric Accoun�ng Relief puts accountants back in the driver’s seat. Everything you and your clients need—bookkeeping, write-up, trial balance, and financial repor�ng are integrated into one unified system. Both you and your clients work collabora�vely—with you in full command.

Accoun�ng Relief reduces client accoun�ng to three simple steps:

1. Clients make bookkeeping entries.

2. You take the same data and make adjus�ng entries, and

3. You create fully customized financial statements with coversheet, TOC, accountant’s le�er, and footnotes—with just a few mouse clicks.

“AccountantsWorld has long been a pathbreaker in the world of on-line so�ware, and of

so�ware designed specifically for accountants.”-- Accoun�ng Today, Sept. 2009

“An outstanding innova�on in the way professional accountants interact with their clients...pu�ng more control back into the

hands of their accountant is brilliant!”-- CPA Technology Advisor, Nov. 2008

AccountantsWorld has created web-based Accoun�ng Relief with a single focus:To put you, the accountant, back in control of client accoun�ng.

AccountingAccounting ReliefRelief ®Accounting Relief ®

Accounting Relief ®

Accounting Relief ®

Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.Accountant-Centric, Client Friendly.

Page 2: Accountant-Centric, Client Friendly.AAccountant-Centric ...images.accountantsworld.com/pdf/product/arcapabilities_1109.pdf · Client setup documents to assist you in seng up a new

Customizable Financial StatementsA complete set of financials including balance sheet, income statement, cash flows statement, and retained earnings or partners’ capital statement; along with �tle page, table of contents, accountant’s le�er, and notes.

Compara�ve financials showing current vs. prior periods, variances, and percentages.

Flexibility to produce professional financials using system defaults; or customize each statement to group mul�ple accounts on any line, create supplemental schedules, and more.

Templates for approximately 70 engagement le�ers. Create le�ers of your own or use our templates to start.

Financials can be customized for different purposes (e.g., for your clients, yourself, or the bank).

Uniformity and low setup �me by copying formats from client to client.

Drill-down func�on to review component transac�ons for each line on your financials.

Archive financials to CyberCabinet, our op�onal web-based system for on-line document storage, to improve paperless workflow and allow clients 24x7 access to their reports.

Supports mul�ple views (unadjusted, adjusted, federal, and other), as well as graphic presenta�on of details comprising each account type.

Drill-down func�on for audi�ng, star�ng from the account balance to all component transac�ons, to the details of the origina�ng transac�on.

Tickmarks and notes to keep track of each account you have analyzed.

Flexible budget setup by your choice of period; enter budgets manually or base them on prior data.

Write-Up and Transac�onsQuick entry using automa�c offset accounts.

Custom transac�on templates for quick pos�ng of recurring journal entries.

Adjus�ng entries including reclassifying and federal.

Upload transac�ons electronically from client bank statements.

Client ManagementClient Center helps accountants organize their prac�ce by showing essen�al financial informa�on for each client, as well as aler�ng accountants to any condi�ons that require a�en�on such as unclosed periods and years.

Customizable Alerts to warn clients of condi�ons requiring their a�en�on.

Notes to maintain internal, confiden�al documenta�on about each of your clients.

Close to 30 analy�cal ra�os for analyzing the financial health of each company.

Comprehensive Trial Balance

The comprehensive Trial Balance worksheet offers numerous tools for analysis.

The Client Center is an extremely powerful tool that helps you view essential information for your entire practice at a glance, and displays

customizable alerts for each of your clients.

“Most bookkeeping programs are excellent—if the client knows what they're doing. But most of the

�me they don't, which creates a mess. With Accoun�ng Relief I can block clients from

accessing func�ons they shouldn't perform, and errors have been reduced tremendously.”

-- Gary Nelson, EA, Tulsa, OK

ONE SYSTEM FOR ACCOUNTANTS

Page 3: Accountant-Centric, Client Friendly.AAccountant-Centric ...images.accountantsworld.com/pdf/product/arcapabilities_1109.pdf · Client setup documents to assist you in seng up a new

A�ach DocumentsScan and upload documents such as bills and bank statements to CyberCabinet; then link them to the applicable entry screen in Accoun�ng Relief—thus both reducing dependence on paper documents and having scanned copies of the original documents at your finger�ps if needed for review.

Job Cos�ngSet up essen�al defini�ons for tracking job costs for any company.

Enter transac�ons and review profit and loss by one or more jobs.

Bank Reconcilia�onReconcile your bank statement easily by just clearing checks and deposits. Generate bank reconcilia�on reports for the current or prior period. Upload bank statements to minimize data entry.

Comprehensive Repor�ngAccoun�ng Reports include Trial Balance, General Ledger, and Adjustments Journals.

Numerous reports for customers and vendors including AR and AP aging, numerous company reports.

Departmental repor�ng.

ExpensesEnter bills and maintain payables.

Split checks among mul�ple expense accounts.

Supports a ready-to-file Form 1099-MISC.

Set up vendors with default accounts to eliminate transac�on errors, or debit the transac�on to a suspense account for later resolu�on.

Recurring bills for fixed expenses you pay every period.

Recover expenses from customers while paying bills.

Collabora�on and Communica�onWork closely with your clients by se�ng permissions for client access according to each client’s needs and capabili�es, ranging from basic check wri�ng to almost all func�ons available to accountants.

Secure internal messaging system for communica�ng back and forth with clients.

Easy Learning for Your ClientsUser-friendly drop-down menus, icons, and other naviga�on tools help users access all func�ons and follow the flow of the system.

Clear, unclu�ered screens ensure all necessary entries are completed.

AccountsUse one of 30 predefined standard charts of accounts or copy from another client.

Import chart from an Excel spreadsheet, or create a customized chart.

Departmental accoun�ng.

Payroll journal entries.

Checks and Deposit SlipsWrite checks for disbursements and payroll transac�ons simply, using an onscreen version of a standard check.

Enter deposits for cash receipts transac�ons. Combine mul�ple cash receipts into one bank deposit.

Printable Check Register displays a record of all transac�ons related to any bank account.

Check prin�ng formats include MICR, QuickBooks, or laser-compa�ble pre-printed stock.

Print selected checks in batch for any bank account.

Enter credit card transac�ons on screen, or upload transac�ons electronically from your bank or credit card company.

SalesSupports invoices, maintains receivables, generates aging reports.

Fully customizable invoices.

Invoice format: Upload company logo, select items to print on invoices, customize columns, choose colors, and add footer text.

Invoice data: Make entries directly on the invoice without se�ng up a product or service. Enter discounts. Enter nega�ve amounts.

E-mail invoices.

Set up recurring invoices for customers you bill each period.

Set up op�ons for prin�ng invoices, accounts for discounts, freight, and sales tax, and more.

Scan and upload invoices to CyberCabinet; then attach them to the Enter Bill screen in Accounting Relief.

ONE SYSTEM FOR CLIENTS

Page 4: Accountant-Centric, Client Friendly.AAccountant-Centric ...images.accountantsworld.com/pdf/product/arcapabilities_1109.pdf · Client setup documents to assist you in seng up a new

ARAC2010 Rev.042310

www.AccountantsWorld.com 888-999-1366

Take control of client accoun�ng like never before.

Do More. Do Better.™

Resources CenterLinks to useful Internet sites and publica�ons.

Client setup documents to assist you in se�ng up a new client.

State-of-the-Art SecurityLogin and password required to access the system.

Hosted on secured servers, using firewalls and intrusion-detec�on systems for maximum security.

Data is transmi�ed over the Internet using 128-bit SSL encryp�on.

Data is stored on clustered servers, crea�ng a highly redundant and con�nuously available applica�on. All data is backed up hourly, 7 days a week, 365 days a year.

Servers are located in state-of-the-art data centers with redundant power and cooling systems as well as redundant Internet connec�vity. The facility is secured using the latest biometric systems.

Unprecedented PricingHighly cost-effec�ve and the best value around, Accoun�ng Relief is offered in mul�ple op�ons for you to choose the one that best meets your needs.

For first-�me buyers the best choice is our unlimited use op�on for as li�le as $149 per month for 12 months. It lets all your staff use Accoun�ng Relief for an unlimited number of clients to perform bookkeeping, write-up, and trial balance work and prepare fully customized financial statements. Plus you may give all your clients access to the bookkeeping module.

This is simply an unprecedented offer. But that’s not all. Accoun�ng Relief comes with a 30-day, no ques�ons asked money-back guarantee.

First in innova�on for you,never in compe��on with you.The sole business of AccountantsWorld is to help accountants become more successful. AccountantsWorld never sells any products or services to your clients, so you retain full control over your trusted client rela�onships. AccountantsWorld provides many tools and resources to help you strengthen those client rela�onships.

Customizable InterfaceUser-defined color schemes.

Accoun�ng Relief can be branded with your own firm’s logo.

Customizable Dashboards for a thumbnail view of each client’s financial situa�on.

Instant Access to Informa�onComprehensive summary lists of all types of informa�on entered into the system, all easily filterable by various search criteria.

Drill down from all transac�on summaries to their component details.

Find any transac�on by using mul�ple search criteria.

Integra�onImport setup informa�on, trial balance, transac�ons, and adjustments from QuickBooks and Peachtree, to facilitate the transi�on for users upgrading from those programs.

Import payroll informa�on from Payroll Relief, to integrate with the general ledger and bank reconcilia�on.

Export payroll informa�on to A�er-the-Fact Payroll.

Export data from virtually all screens to Excel, to maintain backup copies, perform further analysis, or create custom reports.

Training and Educa�onA series of concise training videos covering all major features. Excellent for training staff and clients.

Comprehensive, user-friendly help system includes “How-to” mini-guides for the more complex procedures.

Mul�-media presenta�on to get your clients interested in using Accoun�ng Relief.

On-line Webinars provide live or recorded demonstra�ons of how to use various modules.

The customizable Dashboard presents an overview ofeach client’s financial situation, including graphical analyses.

“We taught a number of our write-up clients how to enter cash receipts and disbursements. Clients now

enter transac�ons themselves, saving us all the �me we used to spend entering the transac�ons.”

-- Go�lieb Bright, Beltsville, MD

ONE UNIFIED SYSTEM FOR YOU AND YOUR CLIENTS


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