Yupana is a cloud application specifically designed for accountant-client collaboration. Your accountant will work with you as you enter transactions and share documents. He will give you feedback and ask for any supporting documentation as it happens, not a year later. He’ll look at the tax implications and create dashboards and alerts so you can see where you stand all year. With the help of your accountant, you will be able to separate the important information from the mundane so you are free to focus on achieving your business goals.
How Yupana can help your business
No one wants to make decisions in the dark or be faced with unexpected year end surprises. By working with an accountant on Yupana, you’ll gain the confidence you need to rely on your numbers as they happen, all year.
Generate source transactions
- Use QuickBooks or bill.com
- Share them with your accountant
Validate your work
- Get feedback from your accountant
- Add supporting documents online
- Choose to accept or reject adjustments made by your accountant
- Review financial results with your accountant
- Review estimated tax liabilities
- Discuss dashboards and alerts
- Share your plans for the future
- Review or create budgets and forecasts