OnBalance

OnBalance is a cloud-based small business accounting application used to track your income, expenses, and mileage to help organize the information needed for your annual tax filing requirements.

With OnBalance, you can:

• Record, categorize, and separate personal transactions from business transactions.
• Track your mileage with “always on” GPS mileage tracking (with GPS-enabled devices).
• Enter transactions and attach receipts for reference.
• Use advanced Optical Character Recognition (OCR) technology to capture and recognize the data from your receipt, which will automatically populate your expense transactions, reducing the amount of manual entry.
• View real-time dashboards to see graphical trends for your business, like expenses and cash flow summary, as well as bank account and credit card balances.
• Simplify tax preparation by integrating your data directly with an accountant using Thomson Reuters UltraTax CS.
• Ensure your sensitive data is safe with secure access to OnBalance using a passcode and Face ID or Touch ID.
• Access your data anytime, anywhere.