SMALL BUSINESS · INDUSTRY

Insurance

Insurance businesses can organise business quotes, invoices, expenses, payments, payroll and accounting records. This is not a policy administration system.

Create account Login to use these tools

WORKING TOOLS

Tools for Insurance

These cards open real eTax modules already connected to your account and database.

Quotes

Create customer quotes, line items and quote statuses.

Invoices

Create and manage customer invoices and line items.

Expenses

Record business expenses and manage their status.

Payments

Review service payments and payment records.

Payroll

Manage employers, employees, payroll runs and payslip records.

Supplier Bills

Record supplier bills and payments.

Accounting

Maintain accounts, contacts, transactions and journal records.

Analytics

Review totals calculated from records in your account.

Scope: Industry workspaces organise the business and tax tools implemented in eTax. They do not claim specialist clinical, insurance-policy, church-management, hotel-booking or other external industry systems that have not been implemented.