Petit Portail Integrations

Track your clients’ income and expenses in one place, so you can easily produce the necessary documents at tax time. Easily import your clients’ bank and credit card transactions, and QuickBooks Online will categorize them for you. Because your client can snap a photo of a receipt and easily attach it to any transaction, you can see an up-to-date view of their expenses. Your clients can give you access to their books, so you can easily answer questions and help them resolve issues. Analyze your clients’ financial health with more than 65 built-in reports, including accountant-specific data. Get more done with Intuit-approved third-party apps tha integrate with QuickBooks Online and expand its functionality. You’re always using the latest version with automatic updates. Security system on par with internet banking ensures your data is safe with us. Your data is backed up, so if your computer crashes, your work doesn’t.

Sage 50 makes your business life easier. Spend less time on admin tasks, worrying about compliance or your finances. With our solution, you need fewer products to make it all happen. Work how you want, when you want with secure remote access to your company data, analytics, business contacts, customer records, critical documents, and key tasks. With Microsoft 365 integration, you have access to essential apps, like MileIQ, One Drive, SharePoint, Teams and CRM, and Sage 50 financials on any device from any location, including Microsoft Office fundamentals like Outlook, Word, Excel and PowerPoint. Outlook Connector helps you save time and organize your business by automatically syncing Microsoft Outlook contacts with Sage 50 contacts. Easily and quickly access customer balance information, credit limits, contact details and order history. Get meaningful insights into your business data with Sage Intelligence powered by Microsoft Excel and Power BI.