Track inventory by adding products, setting prices, and organizing into categories. Process sales with barcode scanning, invoice creation, and receipt printing. Handle returns and refunds. Email or print receipts.
Create and manage PACE projects with Touch or Face ID authentication. Receive push notifications and use quick actions for efficient task handling. Check eligibility, create proposals, submit applications, and manage projects.
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
Manage invoices, track expenses, and schedule appointments. Organize client data and generate reports. Automate billing and send reminders. Integrate with accounting software and sync across devices.
Track inventory and manage accounts with real-time updates. Monitor cash flow and customer payments. Record transactions and generate reports. Sync data across devices. Set reminders for bills and expenses.
View key metrics like sales summaries and client balances on a main dashboard. Access detailed performance reports including sales, inventory, and account statements. Track sales reps in real-time on a map.
Manage appointments, create and track invoices, and monitor payments. Maintain customer and pet records. Generate business finance reports in multiple currencies. Import existing customer data. Access a companion for business management.