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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AccountAbly represents a groundbreaking SaaS solution designed for business-to-customer interactions, streamlining the challenging elements of fiduciary accounting. By aiding fiduciaries in managing their responsibilities for estates, guardianships, or trusts, it helps mitigate liability risks. The platform significantly cuts down on the expenses tied to gathering vouchers and organizing information for court and beneficiary presentations. Furthermore, it enhances the efficiency of the Estate and Trust legal framework by facilitating quicker access to vouchers during legal inquiries. Above all, this innovative application promotes transparency, fostering greater trust among beneficiaries in the fiduciary's actions. With its user-friendly interface and robust features, AccountAbly sets a new standard in fiduciary management.

Description

Steppr is a digital voucher platform designed for independent businesses in the UK, allowing them to generate, oversee, and distribute vouchers through a specialized business portal. It manages the entire voucher lifecycle, from creation to redemption, while offering real-time insights into voucher performance. Additionally, Steppr facilitates personalized digital gifting, enabling customers to send vouchers accompanied by custom messages and to schedule their delivery for future dates and times. The platform also features a loyalty program that rewards returning customers with increasing discounts, which encourages businesses to foster customer loyalty. With no initial setup fees or commissions involved, Steppr provides an accessible solution for businesses to enhance their sales while offering valuable financial incentives to their customers. This combination of features makes Steppr an effective tool for businesses looking to innovate their customer engagement strategies.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

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Integrations

Shopify
WooCommerce

Integrations

Shopify
WooCommerce

Pricing Details

$9.99 per month
Free Trial
Free Version

Pricing Details

$0
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AccountAbly

Founded

2022

Country

Canada

Website

accountably.app/

Vendor Details

Company Name

Steppr

Founded

2022

Website

steppr.com

Product Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Product Features

Customer Loyalty

CRM
Corporate Memberships
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Alternatives

Alternatives

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