Financial insights
Understand your financial picture with reports, planning tools, and a clearer view of your business.
A MORE CONNECTED WAY TO WORK
Your business,
connected.
A home for your financial information, your team, and the next steps that move your business forward.
ONE WORKSPACE · A CLEARER PICTURE
Everything you need to move forward.
SouthPoint Connect is in development. These are the capabilities we’re working toward; they aren’t available to use yet.
Work with your team
Bring documents, tasks, messages, meetings, and important next steps together.
Business assistance
Find guidance and ask business questions with an assistant designed around your work.
Client management
Organize client work, responsibilities, reports, and team activity.
CRM & pipeline
Keep contacts, companies, opportunities, and follow-ups in one workspace.
Thoughtful access
Separate client and team access, with security and permissions built into the rollout.
FLEXIBLE FINANCIAL CONNECTIONS
Start from where you are.
Our planned approach gives clients choices. QuickBooks isn’t required to become a SouthPoint client.
Already use QuickBooks?
We plan to offer a connection to your existing QuickBooks Online company, with your authorization.
Prefer to connect a bank?
We plan to explore a separate bank connection through supported institutions or a financial data provider. Availability and pricing will depend on the provider and bank.
CLIENT & TEAM ACCESS
Sign in to SouthPoint Connect.
Sign-in is not available yet.
We’re preparing account access and security. The client workspace, staff dashboard, and CRM are not open for use yet. Contact us if you have questions in the meantime.
Contact SouthPoint