Software and Systems

 QuickBooks Online (QBO) is a leading cloud-based accounting software application designed for small to medium-sized businesses to manage finances, track income and expenses, send invoices, and generate reports from any device. It enables automation through bank connections, receipt capture, and third-party app integrations, allowing you to collaborate with  us in real time without managing software updates. 

 Gusto is a cloud-based, full-service payroll, HR, and benefits platform designed for small to medium-sized businesses. It automates payroll processing, tax filings (federal, state, and local), and compliance, while offering features like employee self-service, benefits administration, and direct deposit for W-2 and 1099 workers.

 Intuit ProConnect Tax is a cloud-based professional tax software application designed to streamline tax preparation for our clients. It enables comprehensive, secure filing for 1040, 1120, 1120S, 1065, 1041, and 990 forms while featuring direct integration with QuickBooks Online, automated workflows, and built-in tax planning tools.

Microsoft 365 is a cloud-powered subscription service that bundles essential productivity software (like Word and Excel), communication tools (Teams, Outlook), and cloud storage (OneDrive). It ensures all users have access to the latest features, security updates, and AI-assisted workflows across all their devices.

 Google Drive is a secure, cloud-native content management system designed for organizations. Within Robbins Financial Advantage, it serves as the backbone of our web client portal for use in tranferring information to and from our clients.  It features security/management controls and  uses industry-standard encryption to secure files both at rest on servers, and in transit between your device and Google's data centers. 

Bill is a leading AI-powered, cloud-based financial operations platform designed to automate, digitize, and streamline back-office financial processes for small and midsize businesses (SMBs). It centralizes accounts payable (AP), accounts receivable (AR), and spend management, enabling faster payments, reduced manual data entry, and seamless integration with accounting software.

NetSuite is a cloud-based business management platform designed to help organizations run, scale, and understand their operations. It acts as a single, unified system that brings together a company's financials, inventory, supply chain, order management, and customer relationships (CRM).

 Avalara is a cloud-based software platform that automates tax compliance and calculations for businesses of all sizes. It seamlessly integrates with existing accounting, e-commerce, and ERP systems (such as Shopify, NetSuite, and Salesforce) to handle sales tax, VAT, GST, and excise taxes. 

Fathom is a comprehensive, cloud-based financial analysis, reporting, and forecasting tool designed to track performance, monitor KPIs, and generate professional reports. It integrates directly with accounting systems like QuickBooks Online to provide automatic data analysis, cash flow forecasting, and multi-entity consolidation.