Our Professional Services group supports our client base by working alongside them to maximize their software investment and realize measurable performance improvements in their tax compliance operations.

We offer bridge services, custom programming services, and utilities to enhance the data you manage and report with our products. We’ll analyze your internal accounting systems and tax reporting structure and create custom solutions based on your management objectives.

Areas of focus

General areas of focus

  • Process review
  • Specialized training
  • Optimization
  • Bridge services
  • Best practices
  • Designing workflows/custom documentation
  • Reports and queries
  • Special projects
  • Intradepartmental and interdepartmental process management
  • Systems integrations

More specific areas of focus

  • Recent acquisitions or corporate reorganizations?
  • Changes to source systems or import configurations?
  • New hires working with LicenseHQ?
  • Management or process changes?
  • Different internal reporting needs?
  • Modifications that you make to the same property each year?
  • Reconciliation issues with property and accounts?
  • Thinking about implementing a new feature?
  • Custom automation

Customizable systems integrations for PTMS

Check Requests and Accounts Payable Interfaces

We can program Accounts Payable interfaces and hard-copy check requests to meet the data and layout requirements of your Accounts Payable department. We always give careful attention to your Sarbanes–Oxley requirements, ensuring the strength of all internal controls and the security of all data transmissions to and from your accounting systems.

Tax Reimbursement Requests

Whether you billback taxes to lessees, real estate tenants, or any other third party, we can custom-build interfaces to any internal system used for managing tax reimbursements. Again, we pay attention to your Sarbanes–Oxley requirements to ensure the strength of all internal controls and the security of all data transmissions to and from your accounting systems.

Custom Reports

We can also program custom reports to ensure that you can access critical information quickly and easily. Simply specify the scope of the report, the data fields to include on the report, and the format you desire.

Asset Number Replacement

If your company has recently implemented a new fixed asset system or lease management system, you may require this utility. It replaces existing asset numbers in PTMS with new numbers by applying a user lookup table containing the original number and the corresponding new number to perform the replacement.

Site Code Replacement

This utility replaces existing site codes in PTMS with new codes by applying a user lookup table containing the original code and the corresponding new code to perform the replacement.

Lease Number Replacement

If your company has recently implemented a new lease management system, you may require this utility. It replaces existing lease numbers in PTMS with new numbers by applying a user lookup table containing the original number and the corresponding new number to perform the replacement.

Company Deletion

If your company has recently undergone a major structural change, you may require this utility. It deletes unwanted enterprises and companies and all their related data from PTMS.

Automated AP Export

The Automated AP Export utility eliminates the need to manually perform AP exports from PTMS and streamlines the AP process. You may also require a custom utility to reformat the extracted data to meet your AP system requirements.

Custom Utilities

We can also create custom utilities to address any other company-specific objective. Examples include updating data within PTMS from outside sources and custom data extracts from PTMS.

Interested in Professional Services?

  • Let's talk!

PTMS resources

858.547.4100