- Knowledge Base & Help Center
- Accounting Partner Resources
- Custom Branded Pricing Pages
-
FAQs
-
Troubleshooting & Support
-
Standard Operating Procedures & Policies
- Transaction Categorizations | Basic Services
- Schedule Maintenance with Month End Journal Entry | Basic Services
- Payroll Journal Entries | Basic Services
- Simple Month End Journal Entries | Basic Services
- Bank & Credit Card Reconciliation | Basic Services
- Standard Monthly Report Package
- Month-End Close | Basic Services
- Monthly Close Timing and Required Information
- Applying Payments to AR Invoices | Advanced Services
- Class & Department or Project/Job Tracking | Advanced Services
- Payroll Categorizations | Advanced Services
- Accounts Payable
- QBO W-9 Form Request | Advanced Services
- 3rd Party Point-of-Sale & Credit Card Merchant | Advanced Services
- Monthly Standard Invoicing | Advanced Services
- Enhanced Ongoing Report Support | Advanced Services
- 3rd Party Inventory Reconciliation | Advanced Services
- Rapid Write Up Procedures
-
BOS Feature User Guide
- Getting Started
- Your User Account
- Security & SSO
- Navigating BOS
- User Access Permissions
- Managing Users
- Work
- Transaction Manager
- AutoPush
- Manual Push
- Portal Manager
- Documents
- Smart Connect
- Password Manager
- Business Insights
- Scoping Tool
- Integrations & Compatibility
- Communication
- Transaction Insights
- Activity Hub
- Bot Review
-
Accounting Partner Resources
-
AI UNCHAINED Conference
-
Product Updates & Release Notes
What can be customized on the Custom Branded Pricing Page?
The Custom Branded Pricing Page allows for specific customizations, such as which packages to display.
The Custom Branded Pricing Pages are built on a framework that ensures continuity, mobile optimization, speed of delivery, and ideal on-page user experience, and therefore, certain aspects of the page are part of the overall structure and cannot be changed. Available areas of customization include:
- The header/banner image (which we'll ideally match to your website for a consistent look and feel)
- Font choice
- Main branding color
- Choice of module display (bookkeeping, CFO, and tax modules available)
- Which packages within the modules to display (ie under "Bookkeeping" you may include 1-3 packages options: Core, Pro, Custom to reflect the level of service). This applies to all modules.
- Price markup via your choice of pre-defined multiples (increase pricing result by 2x, 3x, 10x, etc...) on both the bookkeeping and CFO packages
- Total customization of the Tax packages, including feature options, naming conventions, and pricing.