Integration of Quickbooks Online and CROSStrax

  • October 23, 2020
  • Edited 2 weeks ago

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Quickbooks Online Integration With CROSStrax

Managing your risk management / private investigation firm, under any circumstances, takes hard work, focus and consistency.  At CROSStrax we believe our job is to make your business better while making your life easier.

With the above in mind, CROSStrax has incorporated many highly effective management tools and controls into the case management platform. We have also integrated with a number of other useful systems to help your business (e.g. Email systems, Skopenow, Delvepoint and others).

However, if your firm uses QuickBooks to run your Company’s accounting functions, after an easy integration with CROSStrax there are many management benefits to be accessed. These include but are not limited to….

  • The elimination of redundant data input
  • Operating efficiencies
  • A link from the case management system directly to the billing process, that ensures customer invoices are both timely and accurate
  • The ability to directly access accounting and performance data from the same platform

As a result of the above, the integration also provides an easier path to drafting management reports, a vehicle to have both operating and accounting information at your fingertips (particularly helpful when speaking with clients or staff), consistency and….most of all, the peace of mind of knowing your business has both financial and operating controls (on a SOC 2 Type 2 certified platform) to help you compete.

It is our privilege to help you become even more successful!

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What is SOC Type 2?

Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist—it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.

Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period—typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.

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