Hands-free or traditional. Watch Sundry work.
Step 1
Sign up and sign the agreement
The firm signs up and e-signs the Subscription Agreement as its principal: step one of starting a firm on Sundry.
Step 2
Firm setup with Sal
Ask Sal what's missing in firm settings, give the phone and time zone, say yes, and the change is made.
Step 3
Add the client and its signer
Add the first client and its default signer to the book by talking to Sal.
Step 4
Add the Seattle company and onboard it
Add the Seattle company and set its location and business activities. Sal does the clicking; the firm makes the decisions.
Step 5
Register with WA DOR and Seattle B&O
Register with the Washington Department of Revenue and the City of Seattle B&O tax, by voice.
Step 6
Connector and sync
Connect the books: Sal opens the connector, the firm signs in, and Sundry syncs customers and products.
Step 7
The September close
The September close: Sal reads where it stands, asks for the firm's yes, and runs it.
Step 8
Prepare and approve the return
Prepare the return, open the retail sales line in the state return's Worksheet with Sal, and approve it with a yes.
Step 9
The client e-signs the return
Sundry sends the return for signature, the client reviews the packet and signs, and Sundry shows the signed return frozen.
Step 10
The sitrep
Ask Sal "Signed?" and "Sitrep." and get the answer for the whole firm in one breath.
Step 1
Bring in the client's books.
Connect the client's accounting system once. Each month's sales arrive in Sundry ready for the return, with no spreadsheets to pull or reformat.
Step 2
Exemption proof, checked.
Upload a customer's proof and Sundry reads it against the state's rules. It catches a specimen permit, or a business name that does not match the customer.
Step 3
The month-end close.
When you say go, Sundry works through each client's period and stops only where a person is needed: the few amounts only you know. Everything else is prepared and waiting for your review.
Step 4
Your client signs off on the Sundry Worksheet.
Your client gets an e-sign link by email to the packet Sundry builds, reviews the Sundry Worksheet in it, and signs.
