We're Your Complete Solution

Anyone can be the Treasurer!

When it's time to file your taxes and other required documents, Treasurer's Briefcase will be there with a solution. Our members enjoy the benefit of knowing that they'll have help at tax time by having access to our CPAs for tax preparation services. At the end of the year after the fiscal year has been closed, they're just a few clicks away from completing their duties. Our filing service sends your data to our CPAs who prepare your return for your signature. It's that easy.

  • 990N, 990EZ or 990 preparation available
  • State filing services available at a low cost

How Treasurer’s briefcase Works

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Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
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Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
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All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
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Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
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Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
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Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
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