Scrub Census, reconcile, prepare balance sheet, participant counts. Import data into your record keeping system and form 5500 software with just few clicks.
Save time
Save typing
Be accurate
A Simple effective approach to prepare
form 5500 faster
Save time
Process form 5500 in fraction of the time by automating the process using the simple tools we provide. Any task that involves data entry from existing reports can be automated such that with a few clicks form 5500 can be populated in your favorite software. We can help you by customizing a solution for your process.
Save typing
Data required for census process, asset reconciliation, valuation, participant counts is few clicks away and is readily available in a format that your 5500 forms software can import.
Be accurate
Minimize the issues that arise from manual data entry and calculation for census, asset reconciliation, participant counts and data entry into your form 5500 software. Process your data using simple tools with results that are readily importable into your form 5500 software.
Outstanding Features
Census Processing : Identify issues with the census submitted by your clients
Trust Accounting : Reconcile and prepare balance sheet from your standard fund manager reports
Valuation : Extract valuation data from standard fund manger reports
Participant Counts : Prepare the participant counts by using the data exported from your record keeping system and data extracted form the fund manager report.
5500 Preparation : Import formatted 5500 data into your 5500 software.
Secure : All data uploaded is encrypted and transmitted securely using HTTPS and no data is saved on our server hard disk or database.