Q: Catogorizing Financial Statements
I'm currently using an invoicing and project management system that automates tax-related tasks.
At the year's end, it categorizes my losses, profits, and expenses for write-offs and pulls associated bank account information into a spreadsheet. I'm considering switching to a new system, but this feature is crucial. Does your system offer similar automation for tax preparation and financial reporting? If so, I'm highly interested.
kalinga3
Sep 10, 2024A: Currently, Worklenz does not have dedicated features for tax automation. However, you can create and categorize tax-related tasks within the system. If you're interested, we'd be happy to schedule a demo to discuss your specific needs in more detail. In the meantime, feel free to sign up for our 14-day free trial to explore the platform and see if it fits your requirements.
yes. I would like a demo please. This is the only thing keeping me from pulling the trigger at the moment.