Clear View KYC

Clear View KYC

Clear View Systems
ProperSoft

ProperSoft

ProperSoft Inc.
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About

CXR is a professional Point of Sale software allowing multi-currency transactions. Record all transactions and print receipts in CXR. The system will track of all buy and sell rates, gains, inventory, and rate updates, more. As a money exchange dealer, you know that it is not easy to find multi-currency accounting software. The best of the best packages such as XERO or QuickBooks consider are not suited for buying and selling foreign currency. CXR can keep track of 200+ world currencies without any problem. CXR is compliant with PCMLTFA and Customer Identification Program (CIP) under the Bank Secrecy Act (BSA) and USA Patriot Act. CXR is also compliant with Sweden's Tax Authority (Skatteverket) control box. CXR consolidates customer information and documents in its database so that you won't require to integrate with other CRM systems. All customer transactions, profile info, and KYC profile are shown under one umbrella.

About

Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a one-stop solution for their money service business

Audience

Companies seeking a tool to convert transaction files to a format their accounting software imports

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

$19.99/month
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clear View Systems
Founded: 2003
Canada
www.clearviewsys.com

Company Information

ProperSoft Inc.
Founded: 2015
Canada
www.propersoft.net

Alternatives

Alternatives

eZ Account Import

eZ Account Import

Zachary Systems
ProperConvert

ProperConvert

ProperSoft
CurrencyXchanger (CXR)

CurrencyXchanger (CXR)

Clear View Systems Ltd.

Categories

Categories

AML Features

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

FaceOnLive

Integrations

FaceOnLive
Claim Clear View KYC and update features and information
Claim Clear View KYC and update features and information
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