Client Bookkeeping Solution

Advanced, Full-Featured Client Accounting Software

With Client Bookkeeping Solution (CBS), you can provide your clients with comprehensive, easy-to-use business accounting software that streamlines their day-to-day bookkeeping and keeps you in control. You have the flexibility to set up their Chart of Accounts and select the specific functionality they can use, including check writing, payroll, accounts payable, accounts receivable, financial statements.

Flexible Client Data Management

CBS is fully integrated with Write-Up CS accounting software, so client data transfers seamlessly, with no data entry required. You also have the ability to import data from other client accounting programs, including QuickBooks Pro^® /Premier/Enterprise, Peachtree^®, Microsoft^® Office Accounting, Paychex^®, and BusinessWorks^®, for even greater flexibility.

Online Convenience with CBS in the Cloud

Add even more value to your accounting services when you give your clients online access to their CBS software through a private portal on your website—any time, from any location. With Virtual Client Office, part of our NetClient CS client portal offering, you can offer your clients access to their CBS software just as if it were installed on their local hard drives. Instead, the software operates on our secure servers, so it requires less hardware, fewer resources, and no updating.

Customized Functionality with CBS Modules

CBS makes it easy for you to offer customized client accounting services. You can choose from the following modules for your clients:

CBS CheckWriter

Enable your clients to write checks, choose check layouts, post them to accounts that you've defined and access checkbook balances, print deposit slips and maintain ongoing records of checkbook activity. They can also record bank and ATM activity, as well as journal entries, maintain a vendor database, produce management reports and maintain unlimited historical data.

CBS Paycheck

Let clients process their own payroll—including printing payroll checks that automatically calculate gross pay, withholdings, and net pay. They'll save time by automating payroll check writing, record keeping, and other payroll-related tasks and can offer employees direct deposit through InterceptEFT.

CBS Accounts Payable

Enable clients to schedule payments, track cash requirements and produce aging reports to enhance cash flow management.

CBS Accounts Receivable

Allow clients to create invoices, process payments received, track cash receipts and print deposit slips. Clients can produce sales information and customer activity reports, and can even email invoices and statements and process credit cards through InterceptEFT.

CBS Financial Statements

Let clients produce on-demand interim financial statements, choosing different features to customize reports so they can review a snapshot of their financial position at any time.

CBS Remote Payment Authorization

Streamline the accounts payable process and improve accountant/client communication by letting clients determine which vendor payments to make and the timing of those payments.

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