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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
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