You may know it at MS Office, but the now renamed Microsoft 365 is the go-to, Cloud-based, industry standard for email and document management. You can also design, share and securely host within the platform.
Another tool that we commonly work with is AMB (Accounting for Mortgage Bankers). It is a comprehensive solution designed specifically for the mortgage industry. It helps mortgage professionals with loan origination, servicing, and even secondary marketing.
We often work with is UltraTax CS. It is a tax preparation software developed by Thomson Reuters. It is designed to help tax professionals efficiently and accurately prepare and file a variety of tax returns, including individual, business, and trust returns.
Lacerte, a professional tax preparation software developed by Intuit, is another great software we enjoy. Lacerte provides tools and features to help tax professionals prepare and file tax returns, similar to UltraTax CS.
We also regularly recommend the ECRS Retail POS system. This is a point-of-sale system designed specifically for retail. It allows retailers to manage their sales, inventory, and customer relationships.