METHOD AND SYSTEM FOR PUBLIC AND PRIVATE TEMPLATE SHARING

摘要

A method for sharing templates for use with a financial management application (FMA) includes receiving, from each of multiple financial professionals, a company profile including a chart of accounts for a business operating within a commercial industry and at a geographic location, generating profile templates including, for each profile, a template including the commercial industry, the geographic location, and a redacted chart of accounts of the profile, receiving, from each of the financial professionals, a request to publicly share the template corresponding to the profile, receiving, from a small business representative, a profile creation request specifying a first commercial industry and a first geographic location, identifying a first template, and providing, in response to the profile creation request, the first template to the representative, where the representative uses the first template to create a first profile for the business.