We are ready when you are! Our online cash book allows you to enter your transactions when it suit you, and then transmit the data to us. The information is then ready, in the format we need it, to prepare your accounts. This makes the process more accurate, faster and more cost effective.
When we receive your postings, we check them, amend them if necessary, and transmit the amendments back to you. This means you can see immediately if there are mistakes and feel secure in the knowledge that your cashbook is correct throughout the year.
A key benefit for you is that your accounts will be up-to-date soon after you submit them to us, allowing us to be more pro-active in advising you on your on-going financial and tax situations.
A further benefit is that you can use the system from your home or work - in fact anywhere there is an Internet connection.
You simply log on to our website and click the 'ca-online' (or i-cash) button. We will supply you with a secure id and password that you can use to access your own accounts.
Easily recognised screens, just like a cashbook, mean that making entries is easy. As part of the service we will set up the system for you with a pre-defined set of categories, tailored to your requirements. You can then enter your expenses and receipts with confidence, knowing that they are being allocated to categories that we have specified for you.
Allowing us to control your accounts in this way will make keeping your cashbook up-to date less of a chore for you, and reduce the chance of incorrect postings.
The system is intuitive, but there is a manual (pdf) if you need it. And, of course, we are here to help you.