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About

Digitize document processing and optimize client management so that you can focus on consulting activities. Effortless accounting, cooperate with your advisor so that you can concentrate on your core business. Accounto drastically simplifies the cooperation between SMEs and trust companies. SMEs upload their receipts to Accounto. The sent documents are automatically classified and assigned. Both SMEs and advisors have access to the documents at any time and can work together intuitively and optimally via our platform, where everything is stored audit-proof. With our innovative software products, we reduce complexity and introduce the fiduciary industry into the digital age. We make existing processes more effective and efficient and simplify cooperation. This makes advisors fit for the future and allows SMEs to focus on their core business. Administration done instantly, with automatic recognition of all documents.

About

Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses and enterprises looking for a solution to simplify the cooperation between SMEs and trust companies

Audience

401(k) advisor for small businesses

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Accounto
Switzerland
accounto.ch/en/

Company Information

ForUsAll
Founded: 2013
United States
www.forusall.com/solution-employer/

Alternatives

Alternatives

d.velop sign

d.velop sign

d.velop AG
AB401k

AB401k

Americas Best 401k

Categories

Accounting Supported

Categories

401(k) Supported

Integrations

No info available.

Integrations

No info available.
Claim Accounto and update features and information
Claim Accounto and update features and information
Claim ForUsAll and update features and information
Claim ForUsAll and update features and information