Our Professional Services group supports our client base by working alongside them to maximize their software investment and realize measurable performance improvements in their tax operations.

We offer custom programming services and utilities to enhance the data you manage, report, and interface with our products. We’ll analyze your internal accounting systems and tax reporting structure and create custom solutions based on your tax management objectives.

Areas of focus

General areas of focus

  • Process review
  • Specialized training
  • Optimization
  • Best practices
  • Designing workflows/custom documentation
  • Reports and queries
  • Special projects
  • Intradepartmental and interdepartmental process management
  • Systems integrations

More specific areas of focus

  • Recent acquisitions or corporate reorganizations?
  • Changes to source systems or import configurations?
  • New hires working with PTMS?
  • Management or process changes?
  • Different internal reporting needs?
  • Modifications that you make to the same property each year?
  • Reconciliation issues with property and accounts?
  • Thinking about implementing a new feature?
  • Custom automation

Customizable Systems Integrations for PTMS

Check Requests and Accounts Payable Interfaces

We can program Accounts Payable interfaces and hardcopy check requests to meet the data and layout requirements of your Accounts Payable department. Attention is always given to your Sarbanes Oxley requirements, ensuring the strength of all internal controls and the security of all data transmissions to and from your accounting systems.

Tax Reimbursement Requests

Whether you billback taxes to lessees, real estate tenants, or any other third party, customized interfaces can be built to any internal system used for managing tax reimbursements. Again, attention is given to your Sarbanes Oxley requirements to ensure the strength of all internal controls and the security of all data transmissions to and from your accounting systems.

Custom Reports

We can also program custom reports to ensure critical information can be accessed quickly and easily. Simply specify the scope of the report, the data fields to include on the report, and its desired format.

Asset Number Replacement

If your company has recently implemented a new fixed asset system or lease management system, this utility may be required. This utility replaces existing asset numbers in PTMS with new numbers by applying a user look-up table containing the original number and the corresponding new number to perform the replacement.

Site Code Replacement

This utility replaces existing site codes in PTMS with new codes by applying a user look-up table containing the original code and the corresponding new code to perform the replacement.

Lease Number Replacement

If your company has recently implemented a new lease management system, this utility may be required. This utility replaces existing lease numbers in PTMS with new numbers by applying a user look-up table containing the original number and the corresponding new number to perform the replacement.

Company Deletion

This utility deletes unwanted enterprises and/or companies and all their related data from PTMS. If your company has recently undergone a major structural change, this utility may be required.

Automated AP Export

The Automated AP Export utility eliminates the need to manually perform AP exports from PTMS and streamlines the AP process. A custom utility to reformat the extracted data to meet your AP system requirements may also be required.

Custom Utilities

We can also create custom utilities to address any other company-specific objective. Examples include updating data within PTMS from outside sources and custom data extracts from PTMS.

Customizable Systems Integrations for LicenseHQ

Check Requests and Accounts Payable Interfaces

We can program Accounts Payable interfaces and hardcopy check requests to meet the data and layout requirements of your Accounts Payable Department. Attention is given to your Sarbanes-Oxley requirements, ensuring the strength of all internal controls and the security of all data transmissions to and from your accounting systems.

Company Deletion

This utility deletes unwanted companies and all their related data from LicenseHQ. If your company has recently undergone a major structural change, this utility may be required.

Custom Utilities

We can create custom utilities to address any other company-specific objectives. Examples include updating data within LicenseHQ from outside sources and custom data extracts from LicenseHQ.

Interested in Professional Services?

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858.547.4100