Run financial calculations 96% faster with PATH.
Collaborate, set goals, and track key indicators with advisors, accountants, and clients all in one place.
With PATH you are able to collaborate, track goals and events and monitor tasks, everything you need to run a successful business. The Data Mash allows you create KPIs, and bookmark them on custom dashboards for different stakeholders.
Automate metrics and have consistent discussions with your team so everyone has all the information they need to make business decisions.
PATH integrates with QuickBooks Online® to bring you custom KPIs, metrics, calculations, and a place to collaborate on all business decisions.
The health of the business is important you can now access the important data to give you business insights that will guide you and your clients on the right path to success.
"Unique means one of a kind, I believe PATH by Simplex is just that. The ability to set and monitor goals, KPIs, and provide collaborative management information is unlike any product in the market place." Randy Johnston
Listen to the Technology Lab Podcast - Review of PATH.
Source: https://www.cpapracticeadvisor.com/podcasts/podcast/21243969/the-technology-lab-podcast-review-of-oct-2021