OnBalance

OnBalance is a cloud-based small business accounting application used to track your income, expenses, and mileage to help organize the information needed for your annual tax filing requirements. With OnBalance, you can: • Record, categorize, and separate personal transactions from business transactions. • Track your mileage with “always on” GPS mileage tracking (with GPS-enabled devices). • Enter transactions and attach receipts for reference. • Use advanced Optical Character Recognition (OCR) technology to capture and recognize the data from your receipt, which will automatically populate your expense transactions, reducing the amount of manual entry. • View real-time dashboards to see graphical trends for your business, like expenses and cash flow summary, as well as bank account and credit card balances. • Simplify tax preparation by integrating your data directly with an accountant using Thomson Reuters UltraTax CS. • Ensure your sensitive data is safe with secure access to OnBalance using a passcode and Touch ID. • Access your data anytime, anywhere. Log in to OnBalance via our mobile app and online at onbalance.thomsonreuters.com.