Communication

Using Yupana, accountants can have regular client dialogue about financial results and eliminate year end surprises.

Yupana makes it efficient and effective for accountants to share information in the following ways:

Planning

  • Projections
  • Forecasts

Accounting

  • Financial Statements
  • Dashboards
  • Scorecards
  • Benchmarking

Fixed Assets

  • Federal Form 4562

Other

  • Custom Reports

Compliance

  • Electronic Filing of Tax Returns
    • Federal
    • State