HawkSoft Accounting

Manage your full range of trust and operating accounting with HawkSoft + QuickBooks

Trust accounting and commission tracking built into HawkSoft, with operating accounting managed in QuickBooks®.

Complete Accounting Solution

Agencies need tools to manage both trust and operating accounting. HawkSoft offers a complete solution for comprehensive accounting tasks through built-in workflows and partnership with Intuit QuickBooks®, the #1 accounting software for small businesses.

Trust accounting workflows are done in HawkSoft, with export to QuickBooks. Operating accounting workflows are done in QuickBooks.

Accounting System Facts & Myths: Embedded vs Integrated

Learn the facts and myths about embedded versus integrated accounting. Many agency management systems offer embedded accounting workflows inside their system, while others choose to integrate with popular standalone accounting platforms like Intuit’s QuickBooks. Embedded workflows may appear as an advantage, but they can ultimately present more challenges for users if the management system is not designed to efficiently handle anything outside of trust accounting (e.g. bank synchronization). HawkSoft offers embedded trust accounting and commission workflows while partnering with QuickBooks’ best-in-class system for operating accounting, so your agency gets the best of both worlds.

Personalized Onboarding for Accounting

To ensure a smooth onboarding process, HawkSoft’s core subscription includes access to our Client Services team. These veteran Accounting Consultants will help equip your agency to independently and easily carry out core accounting functions with confidence.

Our accounting consultants do more than just train. They’re your partners, who listen and consult, creating a roadmap for success that is unique to the needs of your agency. Our consultants are by your side through the entire onboarding process, providing hours of personalized guidance along with educational training tools.

Included training for new agencies:

  • Setting up & navigating QuickBooks
  • Invoicing & payments
  • Running receipts & invoice reports
  • Exporting to QuickBooks
  • Daily deposits & reconciling bank accounts
  • Close of month workflows

Additional accounting training is also available through billable hours with Client Services.