Import trial balances from Excel/CSV or directly from online accounting applications. Coded Trial balances can then be exported into formats compatible with the relevant accounts production system.

Instantly extract trial balances directly from the above applications with a click of a button.

Document accounts preparation work in a standardised professional manner. Record and document  client queries. Store accounts review notes electronically etc.

Has the entries on the trial balance changed? Why waste time manually updating paper or excel lead schedules. The software automatically takes care of this, saving you valuable time.

Why waste time coding trial balances year on year. TB coder stores client specific maps for use year on year. Coded trial balances can be exported into the formats required by all the major AP systems in the market.

Has the entries in the bookkeeping system changed? Use the above feature to isolate and track the changes.

TB Coder re-generates AP codes based on bookkeeping system descriptions,and not code, in the client chart of accounts, hence clients have total flexibility in their choice of account codes.

Set up unlimited clients and invite unlimited users.

TB Coder stores client specific maps as a result each client mapping file is fully customisable.

Sage, IRIS, TaxCalc, VT, BTC, Caseware, CCH, Forbes, Keytime, PTP, Absolute, Pinacle, Digita, Eureka and any other AP system that accepts TB imports!

Import unlimited accounts production charts for Limited companies, Charities, Doctors, LLP, partnerships, Soles traders for use in the application.

This is achieved via system generated possible matches, previously saved matches and a Dynamic search functionality.

Unlimited email support and detailed on-line help centre.