Connected Accounting
Resources.
Check out our resources to learn about the benefits of automation and how it can transform your finance department.
Browse our assets below!
Why QuickBooks Online works better with Lockstep Inbox
Accounting professionals rely on QuickBooks Online to keep their finances in order. But Lockstep Inbox takes things a step further: it's the only shared inbox specifically tailored for accountants.
Why QuickBooks Online is Good with Lockstep Inbox
If you're an accountant, then you know that QuickBooks Online a popular accounting and financial software. But what you might not know is that QuickBooks Online works even better when you use it
Why QuickBooks is good with Lockstep Inbox
If you're an accountant, then you know that QuickBooks Online a popular accounting and financial software. But what you might not know is that QuickBooks Online works even better when you use it
Lockstep Inbox Updates and Improved Search Enhancements
We're excited to share the latest update to Lockstep Inbox, which includes enhanced search functionality. With these updates, you will have an improved Lockstep Inbox experience. You will be able to quickly and
Surcharging with Lockstep Receivables
Lockstep Receivables customers now have access to surcharging through payments partner InterPayments. For customers using Fortis, Repay, and Authorize.net, surcharging is a viable option. Using Lockstep Self Service, your client can opt-in
Importance of Customer Retention in 2023
In today's business environment, customer retention is more important than ever. As the pressure to grow revenue and acquire new customers intensifies, many organizations are losing sight of the importance of customer retention.
Pros and Cons of Surcharging
Surcharging can be a controversial topic today. At face value, surcharging is a way for businesses to offset the fees they are charged by credit card companies. But surcharging can also be
What is Surcharging?
If you're an accounting or finance professional, chances are you've heard of surcharging. But what is it, and how can it benefit small and medium-sized businesses (SMEs)? Let's take a closer look. Put
Lockstep Inbox Product Updates 01.24.23
The Lockstep Team is excited to share some of the latest updates to the world’s first shared inbox designed for accounting, Lockstep Inbox. These enhanced features, included in the free application are designed to
Role of Accounting in Customer Experience
Accounting is often thought of as a purely financial discipline, but its role in customer experience (CX) and providing customer delight should not be underestimated. In today's competitive landscape, businesses need to go
Lockstep Inbox Product Updates 01.18.23
The Lockstep Team is excited to share some of the latest updates to the world’s first shared inbox designed for accounting, Lockstep Inbox. These enhanced features, included in the free application are designed for
What is Lockstep Self-Service?
Accounting Self-Service Live for Customers and Vendors Receiving more requests for invoices and documents from customers more frequently? Are vendors asking you for more documents, more often? Do you spend more time managing
The benefits of the shared accounting inbox for AR and AP
If you manage accounts receivable (AR) and accounts payable (AP) for your business, you know how important it is to have a system in place to keep track of all incoming and
Life after a shared inbox
For most of us, our work lives revolve around email. We use it to communicate with colleagues, vendors, and customers. The shared inbox is a productivity-booster and a time-saver for busy professionals. Not