Software Updates Updates are made frequently. For brevity, we've omitted the more technical updates below.
08/13/2026
QuickBooks Online Integration is Here!
We added a new feature that allows you to easily transfer your G/L journal entries into QuickBooks Online with the click of a button.
You are able to transfer either the summary or detail journal entries. This eliminates the task of having to manually enter them.
We have to enable and configure this feature for your specific setup. So if this is something you are interested in, please give us a call to learn more.
08/13/2026
Empower Members to Update Their Own Information
Our clients occasionally ask, “What are other organizations doing that we should consider?”
Our latest answer: Company Profiles—a powerful, custom-developed feature that allows company-based memberships to update their company-wide information, anytime.
You determine who has access to make updates. You determine what information may be updated. We build an easy-to-use form that empowers them to do it all in a single place.
Of course this also applies to individual-based memberships too.
It's a game changer!
Please call or text Kaylee or Pat at (614) 451-5010 to learn more.
Click HERE to learn more about how it has impacted one association >
12/18/2025
Mass Email CE Transcripts
We added a new feature to the Continuing Education module that allows mass-emailing of CE Transcripts.
Simply go into 'Work with CEs' and filter on the records you'd like to send. Then click the 'Generate' drop-down menu in the upper right corner. Select 'Email Transcripts' and follow the prompts that you'll recognize from emailing individual transcripts.
The emailing process runs as a background task. So you can queue it up and then work on other tasks.
Upcoming Events
September 7, 2026
Labor Day - Office Closed
Office closed in observance of Labor Day.





