Expert Tax Integrations

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Sage 50 makes your business life easier. Spend less time on admin tasks, worrying about compliance or your finances. With our solution, you need fewer products to make it all happen. Work how you want, when you want with secure remote access to your company data, analytics, business contacts, customer records, critical documents, and key tasks. With Microsoft 365 integration, you have access to essential apps, like MileIQ, One Drive, SharePoint, Teams and CRM, and Sage 50 financials on any device from any location, including Microsoft Office fundamentals like Outlook, Word, Excel and PowerPoint. Outlook Connector helps you save time and organize your business by automatically syncing Microsoft Outlook contacts with Sage 50 contacts. Easily and quickly access customer balance information, credit limits, contact details and order history. Get meaningful insights into your business data with Sage Intelligence powered by Microsoft Excel and Power BI.