Financial analysis reports for better client relationships

This suite of reports allows you to choose the automated financial analysis report that's most effective for your current or prospective client and best for your consulting engagements.

Importing Client Data

ProfitCents gives you multiple options for how to get business client data into the system. In addition to easy-to-follow data entry screens, you can try these solutions.

Electronic Tax Return Reader

ProfitCents integrates with accounting and tax software to simplify your firm's ability to provide actionable business advice to clients. Digital PDF tax returns from these tools can be imported automatically:

  • Drake®
  • Lacerte
  • Proseries Tax®
  • CCH® Prosystem fx® Tax
  • UltraTaxCS
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Accounting Software Integrations

Additionally, your firm can set up a connection between ProfitCents and these accounting packages to streamline financial statement analysis:

  • QuickBooks® Online
  • QuickBooks®
  • CCH® Prosystem fx® Engagement
  • Xero
  • Caseware
  • Accounting CS

Excel Integrator

Client data in accounting software that doesn't integrate with ProfitCents can also be uploaded from Excel. Just export from the package and then import using this template.