Intuit quickbooks
If you use or plan to use QuickBooks as your accounting (and payroll) solution, you will be in good hands with us. Our partnership with QuickBooks spans decades, from migrating the ledgers from paper to desktop software, to later moving clients from desktop to the cloud, and now serving as beta testers for new feature rollouts. Our QuickBooks clients are always on the cutting edge, confident that they are maximizing use of the software while simultaneously implementing proven workflows and best practices. We maintain our QuickBooks ProAdvisor status at the highest levels of certification that Intuit offers.
Alegra
¡Adiós al Excel! Latam SMEs are making Alegra increasingly popular as their go-to accounting solution. It moves the most common business operations away from manual entry and into the cloud-based world of automation. Not only do our Alegra clients enjoy real-time tracking of their expenses, invoicing, and inventory, but they also leverage POS and payroll modules to boost operational efficiency. Pay taxes and process payroll seamlessly and in compliance with local regulations, since Alegra integrates directly with the tax agencies of the countries they work in.
Clio
Clio’s legal practice management platform is trusted by 190,000 legal professionals in more than 90 countries worldwide. It provides best-in-class security, 24/5 customer support, and 200+ integrations with your favorite apps and tools. The Montilla Group has worked with Clio for over 7 years and attends its annual Clio Cloud Conference to keep abreast its ever-expanding offerings. Our Clio law firm clients boast an all-star team when it comes to accounting and trust ledger compliance, billing and time tracking, and staff performance tracking.
myCase
A popular choice for legal case management, myCase offers law firms efficiencies that translate into more active cases and hours of reclaimed administrative time. It has partnered with over 50 bar associations in the U.S. to streamline e-filing, process serving, time tracking, and court calendaring, among many others. The Montilla Group partners with myCase to onboard new firms to its platform, implement workflows, and optimize financial reporting. By integrating the case management software with your accounting software, we can bring you powerful reports. Monitor your law firm’s day-to-day health in real time.
Lean Law
Trusted by global legal teams and accountants, Lean Law excels in the compliant recording of the money movements typical of legal practices. From matter-centric billing to fair compensation tracking, this legal financial software can be used by firms of all billing models, sizes, and distributions. Its trust accounting module is a true cloud-based native QuickBooks integration that helps you keep IOLTA funds separate from firm operating accounts while maintaining centralized visibility and clear reporting. Carolina has been a Lean Law Accounting Pro since 2021; Accounting Pros are certified QuickBooks Online ProAdvisors who have also completed LeanLaw certifications.
Gusto
Is running payroll in-house driving you crazy? Gusto is our preferred partner for self-service payroll, benefits and HR. Gusto is a modern, completely paperless, economical platform that takes the hassle out of tracking time, running payroll, and managing tax filings for small U.S. companies that operate stateside and abroad. They also support our clients in finding the right plan for health benefits, 401k, life insurance, even R&D. Paid Time Off (PTO) and Benefits deductions sync automatically with payroll to save your team time. The Montilla Group integrates its custom reports with your accounting solution so that you can effectively track your staff’s working time.
The Montilla Group 