Software Solutions
Modern software. Streamlined workflow. 100% virtual.
Here at Schyler C. Smiley, CPA PLLC, we use a cloud-based technology stack to keep bookkeeping, payroll, tax preparation, and client communication organized and secure, without unnecessary office visits. Documents are uploaded through secure portals, signatures are handled electronically, and your records remain accessible anytime, from anywhere. The result is a smoother client experience and a process designed for modern businesses and busy individuals.
QuickBooks Online Subscription Savings
Save up to 15% on most QuickBooks Online subscriptions
Because our CPA is a QuickBooks ProAdvisor, our firm can offer a discount on most QuickBooks Online subscriptions (up to 15%) when you utilize us for at least one additional service (such as bookkeeping, tax, payroll, or advisory services). This gives you a professional bookkeeping platform while also providing a built-in benefit for working with our firm.
How does it work?
Simple. Transparent. Transferable.
We handle setup and billing in a way that keeps everything clean and flexible.
We create the QuickBooks Online subscription through our firm.
We invite you to access the file, so you retain visibility and access to your company data.
Intuit bills our firm, and we bill you monthly.
You keep the discount for as long as you remain a client of our firm.
The subscription is always transferable.
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A modern payroll platform used for payroll processing and payroll tax filings, designed to keep payroll organized and timely.
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Used to support reasonable compensation analysis for S corporation and C corporation shareholder-employees, helping clients approach compensation decisions in a structured, defensible way.
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Our secure online portal that keeps everything in one place:
Secure messaging and communication
Online organizers and questionnaires
Invoice delivery and online payments
Document sharing and ongoing access to completed returns and reports
Appointment scheduling
E-signatures for engagement letters and filing authorizations
Other Software We Use Regularly
Ready to go fully virtual?
Let’s simplify your workflow and modernize your process without sacrificing organization or security.
Schedule a consultation to discuss the right software setup and service package for your needs.