Manage your full range of trust and operating accounting with HawkSoft

Our partnership and integration with QuickBooks® gives agencies the power to use HawkSoft with the #1 accounting solution in the world.

HawkSoft has chosen to partner with the most popular accounting system, QuickBooks®, so your agency gets the best of accounting workflows.

Reduce hours spent on accounting

Get the best of both worlds by using the #1 accounting system for small businesses and the #1 agency management system.

Recapture time to service your policyholders

Use the extra time you'll save by using QuickBooks to do the one thing independent agents stand out for - servicing their communities and clients.

Accounting transactions flow seamlessly between both systems so there is no double-entry.

HawkSoft Accounting Highlights

  • Review daily financial transactions
  • Create custom invoices
  • Manage customer transactions
  • Record customer payments
  • Manage customer receivables
  • Update customer files
  • Manage fees reporting
  • Generate commission reports for each agent
  • Reconcile commissions
  • Track, calculate, and pay agency-bill invoices
  • Retain commissions

Accounting System Facts & Myths: Integrated vs Non-integrated

Learn the facts and myths about integrated versus non-integrated accounting. Many agency management systems come with integrated accounting while others integrate with popular accounting platforms like Intuit’s QuickBooks. Integrated may appear as an advantage, but it often has more challenges because a management system is not designed to efficiently handle anything outside of trust accounting (i.e., bank synchronization). HawkSoft has chosen to partner with the most popular accounting system - QuickBooks - so your agency gets the best of accounting workflows.

Personalized Insurance Accounting Services

To ensure a smooth onboarding process, HawkSoft’s core subscription includes access to our Professional Services department. These veteran Accounting Consultants will help equip your agency to independently and easily carry out core accounting functions with confidence.

Our accounting consultants do more than just train. They’re your partners, who listen and consult, creating a roadmap for success that is unique to the needs of your agency. Our consultants are by your side through the entire onboarding process, providing hours of personalized guidance along with educational training tools. For an additional cost they are also available for ongoing consultation after your onboarding is complete.

  • Navigating QuickBooks
  • Invoicing and payments
  • Running receipts and invoice reports
  • Exporting to QuickBooks
  • Daily deposits and reconciling bank accounts
Professional Services Team