Sub-Accounting

Our sub-accounting feature transforms budgeting by automating the organization of crucial expenses. Create custom sub-accounts to earmark funds for payroll, supplies, taxes, escrow, emergencies & more. Stay prepared and take control today.

With sub-accounting, you can expect:

• Easy sub-account opening, closing, and management
• Secure user interface
• Automated statement generation
• Audit logging and reporting to track user activity
• Precise, customizable interest calculation and splitting
• Robust reporting
• Fully compliant W-9 collection, upload and storage
• Easy bulk uploading

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