TASBooks for Accountants Practice Edition has just been launched and is TAS Software's first bookkeeping software designed specifically for accountants, i.e. client management software. It makes day to day tasks, such as managing clients' data, an easy process by keeping everything they need in one place.
All clients' data can be accessed through their backups and is accessible from one simple window. Users can even see at a glance who is working on the client's data and what stage the work is at.
It lets accountants work with datasets from Zebra, TAS BOOKS Basic, TAS BOOKS 1, TAS BOOKS 2 and TAS BOOKS 3, so there is no need to install lots of different programs to access client data - one program does it all.
Clients authorise access to their data by linking it with the accountant - so there is no need to know the clients' own TAS BOOKS passwords, which makes their data more secure.
A new User Manager lets supervisors create user accounts and define what they can and cannot do in TASBooks for Accountants. So they can keep in control of who can access sensitive client data.
With the Status Manager every dataset can be assigned a status flag, plus users can create custom statuses too. Accountants can keep track of their workflow and work the way they want.
The Financial Year change tool lets accountants change the financial year start date for any dataset. There is no longer any need to send client data into TAS to get the financial year changed.
Multiple version support - this version can only support TAS BOOKS v8 and Zebra v2.2 data, but when new versions of TAS BOOKS are released it will able to access them too - all from within the same Client Manager. Accountancy firms no longer have to install multiple versions of TAS BOOKS and there's no danger of accidentally upgrading client data to a version that's incompatible with the one they've got.
TASBooks for Accountants Practice Edition is available in different sizes to fit the needs of each individual accounting practice. Accountants can choose from single-computer or 5-user workgroup - and even network versions for 10, 25, 50, 75, 100 and unlimited users.