‘MyAccountingToolbox’ is the flagship software product of Cloud Depot, which is an Australian software platform with it’s main offices in Australia and New Zealand.
The business operates globally, supporting customers within IT Support/Managed services sector who use Autotask CRM software to manage their client relationships.
MyAccountingToolbox software helps businesses in the this sector to automate the accounting of customer transactions generated in Autotask CRM with Xero accountancy software. The software essentially acts as ‘middleware’ that sits (or acts as a ‘bridge’) between the Autotask CRM software, which when connected (or linked) to Xero, will automatically send invoices (recurring and non recurring), credit notes, purchase orders etc., directly into Xero on an instant, hourly or daily basis, as necessary.
For businesses that operate in the IT Support/Managed services sector, Autotask CRM, is in many ways key to managing their business.
It holds not only all customer relationship information and service tasks, but also acts as the software that generates all recurring, non recurring and project/’one off’ invoices to it’s customers!
Each subscription level is based on a combination of –
Standard monthly fees vary from $45 to $65 per month depending upon subscription level.
Given the size of the benefits that can be obtained, there is a need to carry out some ‘scoping’ and ensure that the software is setup accurately to enable a successful implementation into your business i.e. clarify precisely your business needs, reviewing Xero and auditing the quality of data held within Autotask CRM etc
Additionally the setup is required to ensure that the ‘links’ to connect the Autotask CRM, MyAccountingToolbox and Xero are in order, BEFORE attempting to automatically import any transactions.
MyAccountingToolbox software is designed specifically for Autotask CRM and Xero only !
Talk to the team at Sakura about how we can simplify your accounting through the use of digital and cloud solutions, whether by using MyAccountingToolbox or other software options!