Less scattered work. A clearer picture.
KBPOS brings financial workflows, secure collaboration and focused business modules into a connected platform. Start with Core, then add the capabilities your business needs.
Core brings your everyday financial and collaboration workflows together. Optional modules add depth where you need it.
A shared workspace for financial records, invoices, bills, reports and secure client collaboration.
Keep contacts, accounts, deals and follow-up tasks connected to your business.
Manage customers, properties, estimates and recurring visits with a dedicated field-service workspace.
Import and organize brokerage transactions and supporting records for a human-reviewed tax workflow.
Core includes published team capacity. Landscape Operations includes published customer capacity. See pricing for additional capacity.
Move between the modules your organization uses with shared sign-in and access appropriate to your role.
Share documents, answer questions and track approvals alongside the financial work they support.
Pair your setup with KanderBooks bookkeeping, tax, payroll or planning support. Professional service fees are quoted separately.
KBPOS means KanderBooks Practice OS. It supports financial and business operations; it is not advertised as a retail cash register or inventory point-of-sale replacement.
Core is the foundation for CRM Pro, Landscape Operations and Trader Tax Records. You can request professional financial services without subscribing to software.
Professional payroll support is available to discuss. A standalone Payroll Hub is not currently available to purchase.
It helps organize CSV brokerage imports, evidence and records for human review. It does not execute trades, provide investment advice or automatically file returns.
Tell us what you currently use. We will confirm migration, integration and setup requirements with you before work begins.
A few questions. A clearer recommendation. Professional services, practical resources or connected software.
