Patriot Announces One-Click Settings for Faster and Easier Accounting Onboarding
Summary
Accounting software and payroll company Patriot Software, LLC now gives new accounting customers the ability to select default settings with one click and import trial balances into Patriot, streamlining the onboarding experience. “We’re also excited about offering the ability to import a trial balance—no more going back and forth between a spreadsheet and a huge form, just a simple upload and done!" Through Patriot’s trial balance import, new accounting customers can export their trial balance report from their former software and upload it into Patriot’s Accounting Setup Wizard. The trial balance import joins existing vendor and customer import features in saving customers from manually inputting key accounting information during the onboarding process. Patriot’s Accounting Software onboarding improvements come as the latest in a slew of new features designed to save customers time.
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