WANT TO ADD VALUE TO YOUR TAX CLIENTS?  

GET THIS APP.

24/7 TAX AND ACCOUNTING GUIDANCE, RIGHT IN YOUR CLIENTS' POCKET

  • Provide Value Through Your Own Branded Financial App
  • Easy to Use - Integrate With QuickBooks to Publish Reports
  • Easily Record Transactions, Collect Receipts and Mileage
  • Monitor and Measure Key Business Metrics
Profitize Me

Turn boring spreadsheets and receipts into financial intelligence

HELP CLIENTS GENERATE MORE CASH

  • Track business performance at a glance.
  • Measure and monitor the key performance indicators that matter most to your clients

HIGH END TECHOLOGY BRANDED WITH YOUR LOGO

Your clients have a relationship with you, not your software. 

Profitize allows you to custom brand your app, portal, and reports with your own logo and firm information -your label, not ours.

Build brand recognition and loyalty with your own private app

Easily Record Business Transactions

Give your clients a simple way to track expenses without changing their lifestyle.

Simply take a picture, speak into the phone to classify the transaction, press submit, and Profitize syncs with their QuickBooks file!

MAXIMIZE TAX DEDUCTIONS WITHOUT THE HASSLE

Profitize automatically tracks, logs and calculates business mileage. It's effortless - just press start and drive. Easily identify and classify your business trips just by speaking into the device.

I WANT THIS!

BUSINESS INSIGHTS LIKE NEVER BEFORE

Ordinary financial statements are BORING! 

And most clients don't want to pay very much for them. The impression is, the computer does all the work!

Profitize helps you measure and monitor the metrics which matter most to a business. Key performance indicators, beautiful charts and other visualizations provide meaningful information for informed decision making.  

HOW IT WORKS

When you you sign up, you'll find six different tools designed to get you set up and start providing more value to your clients through your very own financial app.

Branding Station Upload your logo to create your branding

Client Setup Setup your client account in minutes by entering their information. The system will send them a link to download your app from the app store

Publish Reports Once you've gotten your clients' books the way you like them, publish them with 1 button. Your client will receive access to your published reports instantly right from their smart phone or computer.

Sync With QBO Easily connect to QuickBooks online so you can sync your client's data and reports.

Identify KPIs Browse through our choices of key performance indicators and map the appropriate QBO accounts to your account. We do all the rest and include them in an easy to read report.

Collect Tax Data Send push notifications to get their attention fast! Users can even upload their documents right through the app.

READY TO ADD VALUE?

GET THE APP TODAY.

  • Start including in your service package
  • Markup and pass on costs
  • Distinguish yourself from the competition
  • Just $99.99 per month*
PROFITIZE ME!