Stockholder Accounting

Whether you are organized as C or S Corp, stockholder accounting takes care of all your dividends (both cash and stock), distributions, transfers, reporting and year-end tax reporting. The system includes a full array of standard and custom reports including management, compliance and year-end tax reporting.

Easily transfer stock shares from one or more stockholders with an easy to use transfer template.

Payout cash dividends via check or ACH, and issue new stock certificates in seconds.  Stockholder Accounting seamlessly integrates with your core processor via a standard NACHA ACH file.

Year-end 1099 reporting, standard and custom management reports, mail merge documents available for stockholder items such as dividend letters, proxies and more, compliance reports.  Supports printing paper forms and electronic filing.