Project Dashboard
View project activity, deadlines, tasks, and progress.
Your Books.
Your Business.
Finally Under Control.
Professional bookkeeping and business-management tools that help businesses organize finances, projects, customers, and day-to-day operations.
Good morning — here's your business overview
Income
$22,050
+12%
Expenses
$9,210
-3%
Balance
$48,290
+8%
Invoices
$7,450
Due
Cash Flow
Recent Activity
- Invoice #1042$1,250
- Office Supplies$420
- Project MilestoneComplete
Everything You Need to Manage Your Business
EZBook Solutions brings your bookkeeping and essential business tools together in one convenient platform.
Accounting Dashboard
Review income, expenses, balances, and financial activity.
HRM Dashboard
Organize employee information and attendance.
POS Dashboard
Track sales and point-of-sale activity.
CRM Dashboard
Manage customers, leads, and communications.
User Management
Control users and permissions.
Items
Manage products and services.
Proposals
Create professional proposals.
Invoices
Create and manage invoices.
Purchases
Manage vendors and purchases.
Projects
Track timelines, expenses, and tasks.
Accounting
Maintain organized financial records.
HRM
Manage employees.
POS
Manage sales and transactions.
A Better Way to Work With Your Clients
EZBook Solutions helps accountants organize client financial information in one centralized platform.
Centralized client information
Organized income and expense records
Easier financial review
Improved document management
Secure user access
Better collaboration
Tax season preparation
Helpful Resources for Business Owners
Explore practical information to better manage your business.
Bookkeeping Basics
Income & Expenses
Business Receipts
Tax Season
Invoicing
Cash Flow
Recordkeeping
Financial Reports
Customers & Projects
Resources are provided for educational purposes only and should not be considered legal, tax, or financial advice.
Simple Business Management in One Place
01
Sign In Securely
02
Set Up Your Business
03
Record Business Activity
04
Review Your Information
05