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Professional Services Firms

Investment Accounting For Professional Services Firms

Broker statements don’t match. Holdings are scattered across custodians. Corporate actions get missed. Tax season means weeks of reconciliation.

Wealth Write.Up consolidates it all. One platform, every custodian, every transaction type, every report the CRA needs – generated in minutes, not weeks.

A Trusted Solution For Over 25 Years

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Export to Taxprep and others in One Click
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Securely share Client Files Across Your Team and your clients
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Manage Hundreds of Client Portfolios

Why Write.Up For Professional Services Firms?

Your clients have complex portfolios. Your time is billable. Every hour spent reconciling Excel is revenue lost.

Wealth Write.Up cuts bookkeeping time by 50%+. Export directly to Taxprep. Generate T1135 reports automatically. Handle trust distributions with proper character breakdown. Take on more clients without adding staff.

Why Write.Up For Professional Services Firms?

Your clients have complex portfolios. Your time is billable. Every hour spent reconciling Excel is revenue lost.

Wealth Write.Up cuts bookkeeping time by 50%+. Export directly to Taxprep. Generate T1135 reports automatically. Handle trust distributions with proper character breakdown. Take on more clients without adding staff.

What Our Clients Are Saying

“I love the program and I’m excited that it’s moving to the cloud, as I have been concerned about my data security having the program locally installed on just my computer. Looking forward to checking out the new features!”

Leanne Brown, BA, BBA, Bluewater Health

Our customers have been asking and we have listened… “Easy integration, connectivity to Microsoft Office is key so that reporting can be more flexible.”

E. Peter McKinney, CPA, LMMC Inc.

“It’s a great product. I’ve been using it since 2006”

Anonymous CPA, CA

“Still the best product in its category!”

Anne de Warnaffe

“Looking forward to a faster data entry and importing of information”

Partner at a Vancouver firm

Learn More About Write.Up for Professional Service Firms

Schedule a Demo

FAQS

Why do professional services firms need investment accounting software?

Investment accounting software is indispensable for professional services firms due to its critical functions. It accurately records all investment activities, essential for calculating capital gains and ensuring compliance with regulatory requirements.

Additionally, it plays a crucial role in determining optimal tax treatment and reporting, helping firms minimize tax liabilities and maximize returns for clients. This software streamlines complex financial processes, enhances accuracy in reporting, and ultimately contributes to better financial decision-making and client satisfaction.

Why do professional services prefer Wealth Write.Up?

Professional services firms have partnered with Write.Up to provide a mission-critical solution to their accounting workflow to provide expediency, accuracy, and dependability for their clients with complex investment portfolios. Key features include:

  • Complete transparency.
  • Ability to use point-in-time currency conversion for transactions.
  • Consolidated financials across multiple custodians.
  • Accurate cost base for securities across portfolios
  • A cost-effective system that allows you to easily scale up or down.
  • Workspaces to allow sharing of client files for multiple professionals to work on, review, and prepare reports and returns.