Choose from 50+ Features to Build Your Unique Solution
Custom-fit solutions designed for your firm’s unique requirements
Customizable Feature Set
- Overview
- Client Management
- Billing & Invoicing
- Workflow & Automation
- Reporting & Analytics
- Integrations
- Security & Compliance
Build Your Custom Platform
With ETS Custom Solutions, you have the power to create a bespoke accounting platform tailored to your firm’s specific needs. Choose from a wide array of features and modules to build a solution that perfectly fits your workflow and client requirements.
- Flexible client management tools
- Customizable workflow automation
- Tailored reporting and analytics
- Integration with your preferred tools
- Robust security and compliance features
Custom Client Profiles
Design client profiles with fields that matter most to your firm.
Communication Hub
Centralize all client communications in one place.
Document Management
Create a tailored document organization system.
Task Tracking
Assign and monitor tasks related to each client account.
Automated Billing
Set up recurring invoices and automate payment reminders.
Customizable Invoices
Create professional, branded invoices tailored to your firm.
Expense Tracking
Log and categorize expenses for easy reporting and billing.
Project Management
Manage client projects, deadlines, and tasks in one place.
Task Dependencies
Ensure tasks are completed in the correct order by creating dependencies.
Workflow Automation
Automate repetitive tasks like client onboarding and tax form requests.
Document Storage
Organize and store up to 2TB of data, including client files and records.
Client Appointment Scheduling
Enable clients to book time directly into your calendar for consultations.
Automated Tax Prep Workflows
Automate tax preparation workflows, ensuring documents and tasks are completed on time.
Financial Reporting Dashboard
Provide real-time financial snapshots of your firm’s revenue, clients, and projects.
Custom Reporting Tools
Generate detailed reports for audits, financial overviews, and client summaries.
KPI Tracking
Track key performance indicators such as client retention, service renewals, and project timelines.
Client Analytics
Gain insights into client behavior, profitability, and engagement levels.
Tax Calendar Management
Manage all tax deadlines and filing schedules in one dashboard.
Predictive Analytics
Use AI-driven insights to forecast client needs and potential business opportunities.
Accounting Software Integration
Seamless integration with QuickBooks, Xero, and other popular accounting software.
Payment Gateway Integration
Connect with Stripe, PayPal, and other payment processors for seamless transactions.
Document Management Integration
Integrate with popular document management systems for streamlined file handling.
Email Marketing Integration
Connect with email marketing platforms for targeted client communications.
API Integration
Connect with external tools or accounting software not natively supported via custom APIs.
Custom Integrations
Develop bespoke integrations tailored to your firm’s specific needs and existing tech stack.
Data Encryption
Ensure that all client financial data is encrypted at rest and in transit.
User Access Control
Control which staff members have access to sensitive client information.
Compliance Management
Assist with keeping clients compliant with Canadian/USA tax laws and filing deadlines.
Audit Trail
Maintain a comprehensive log of all system activities for security and compliance purposes.
Two-Factor Authentication
Add an extra layer of security to user logins with two-factor authentication.
Automated Data Backup
Regular, automated backups of all client and firm data to ensure business continuity.
Custom Solution Process
1. Consultation
We’ll discuss your firm’s unique needs and goals.
2. Design
Our team will design a custom solution based on your requirements.
3. Development
We’ll build your bespoke platform with the chosen features.
4. Implementation
We’ll deploy your solution and provide comprehensive training.
Frequently Asked Questions
1. What makes ETS Custom Accounting Solutions different from other accounting software?
ETS Custom Accounting Solutions offers a fully customizable platform tailored to your firm’s specific needs. Unlike off-the-shelf solutions, we work closely with you to create a customized system that aligns perfectly with your workflows and requirements.
2. Do you offer free demos or trials of your custom solutions?
3. Can I integrate my existing tools with a custom solution?
4. How secure is a custom accounting solution?
5. Can I scale my custom solution as my firm grows?
6. Are these resources specific to Canadian accounting?
While many resources focus on Canadian accounting, we also include international resources relevant to the global accounting community.