Cloud Based Software for Creating PFS's

[ETax847]

Can anyone recommend a cloud based software for a client to create their own personal financial statements?

 

Regards

[ILLMAS]

Do you mean like a write-up program or an accounting software that is cloud base?

[ETax847]

Accounting software

[ILLMAS]

I really hate recommending Quickbooks online, it makes it harder for accountants to work on the online version, but if you are not going to touch it, I would say QB online would be good for them or even Quickens (don't know if they have an online version).

[Lee B]

Are you asking for "Personal Financial Statements" for an individual or you asking for  small business financial

 

statements ? If you are looking for cloud based small business accounting software at a reasonable price,

 

take a look at "Kashoo".  I've demoed it and taken several of their online classes, but most of my business

 

clients are larger than  this program is intended for.

[ETax847]

Was asking for cloud based software for a client to create his own personal financial statements.  Thanks 

[ILLMAS]

Well it's that easy number one, my recommendation is for him to search for a fill-in  PFS online and use it when he needs it.

[jklcpa]

Have you looked at MS Office online for a template?  It wouldn't be cloud based, but should be a fill in the blank form.  If client is preparing this for a specific lender, the financial institutions can usually provide the exact form needed, sometimes as a fillable pdf.