Record Keeping for the Volunteer the Cloud!
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The Treasurer’s Briefcase Advantage

Simple, Fast & Easy

Anyone can be the Treasurer! One-click Reports! Complete Solution.

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Focused on Volunteer Treasurers

Free Trial Available! Information Center with Forms, Help, and More!

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Tax Return Service

One-click filing 990N, 990EZ, 990 State & Federal Filings

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Your Organization's Partner

24/7 Access Document Storage Instant Hand Off

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What They Say

"... it's very easy to use and works great. " LB - Sugar Land, TX
"You guys are awesome. Thanks for the upgrade. The software has been a godsend in managing the multiple programs and fundraisers we have had so far this year. Much easier to use than the spreadsheet I inherited last summer." James Newlon - Columbus, OH
"I was the first treasurer in this PTO to have everything electronic & remotely accessed - which for me was fantastic! I found the system easy to use. From a checks & balance, I like that multiple people have remote access as well. The ability to generate reports within seconds was my favorite part and not far behind that was the ability to define custom categories to help track where the PTO was spending. I could go on and on :-)" KB - Sparta, NJ