Integrating seamlessly with data automation tool AutoEntry, the AccountsPrep add-on means accountants and bookkeepers can quickly and easily prepare, adjust and output a trial balance for an unlimited number of clients who don’t use accounting software.

This can then be imported into final tax software for compliance purposes. Visual reports can also be created for clients, showing P&L, balance sheet, tax position,
and more.

Rob Newman, Managing Partner, CCM | Carter Collins & Myer, says: “AccountsPrep can turn what was previously a full working day for us, per client, into just 60 or 90
minutes.”

AccountsPrep eliminates the need for accountants to manually input and reconcile data in Microsoft Excel to create working papers, or input manually into accounting
software.

Using AccountsPrep is simple. AutoEntry extracts the data from bank statements, invoices, or receipts (paper or PDF). The data then flows through seamlessly, ready to be reconciled and adjusted via AccountsPrep’s easy-to-use interface.

It’s perfect for tax season, such as the UK’s Self Assessment deadline of 31 January. Packed with other features to streamline your workflow, AccountsPrep is available now as an addition to existing AutoEntry subscriptions at £50 per month for use with an unlimited number of clients (€55 in Ireland, with other countries following soon).