Write-Up

Write-Up is a stock portfolio accounting software designed to simplify the tracking, recording, and reporting of stock transactions. According to the vendor, it is specifically tailored for accounting professionals who deal with high net worth clients, holding companies, estates, and trusts. This software is widely used by professionals in the accounting, financial advisory, investment management, trust administration, and estate administration industries.

Key Features

T1135 Reporting Is Now In Write-Up: Users can generate the required tax reporting for the Canada Revenue Agency directly from Write-Up. The T1135 report can be exported to Taxprep T1, T2, and T3.

Reduce your tracking, recording, and reporting time by 40% to 60% with Write-Up: Write-Up simplifies and speeds up the accounting processes involved in tracking, recording, and reporting stock transactions. According to the vendor, users can expect a significant reduction in the time spent on these tasks, ranging from 40% to 60%.

Interface with tax programmes: Write-Up seamlessly exports T1, T2, T3, and T1135 information to Taxprep, a CCH Canadian Limited Tax Product. This integration streamlines the tax preparation process by facilitating the transfer of data between Write-Up and Taxprep.

Fichier d'aide pour Write-Up en français: French-speaking users can access the Write-Up help file in French from the "Client Login Page." This feature provides the necessary resources for effective navigation and utilization of Write-Up.

Online training sessions for clients: Write-Up offers online training sessions for clients. Users can enroll in these sessions by downloading the order form from the "Client Login Page," ensuring they have the necessary knowledge to maximize the benefits of Write-Up.

Import templates for Caseware: Users can download import templates for Caseware © 2008/2009 from the "Client Login Page." This feature enables the seamless transfer of client data from Write-Up to Caseware, improving efficiency and accuracy.

Live demo of Write-Up: Users can request a live demonstration of Write-Up to experience firsthand how it can increase efficiency and reduce costs in their office. According to the vendor, this feature allows potential users to understand the benefits of the software.

Write-Up Updates: The latest version of Write-Up (2020(0.0.6)) with Control Center Version 2020(0.0.1) was released on December 23, 2020. This update includes foreign exchange data up to September 2023 and installation files for Write-Up.

Write-Up integrates with Taxprep: Write-Up has been integrated with Taxprep, enabling accounting professionals to prepare tax returns up to 60% faster. According to the vendor, this integration enhances efficiency in tracking and recording transactions, preparing accounting reports, and income tax schedules.