Business Module

The Business module’s feature list includes:

• NAICS/SIC code and additional business details
• Banking information for preauthorized payments and ACH Manager
• Socio-economic indicators such as jobs created and leveraged funds
• Financial Statement analysis module
• Selectable business status and status dates
• Sector and sub-sector breakdown
• Several user-defined fields so you can track customized business-related information
• Required Reports section for tracking all reports due from clients (ex. Financial Statements)

Additional features provide you with the ability to:

• Create custom relationships which allows the user to associate as many people to the business as desired (ex. accountant, lawyer, consultant etc.)
• Associate multiple clients to a single business entity
• Associate a client with multiple business entities