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Description
Accounting CS serves as an advanced accounting platform tailored specifically for accountants and CPA firms, aiming to enhance operational efficiency and enable a more strategic client service approach. This comprehensive solution encompasses a range of functions, including write-up, trial balance, payroll, and financial statement analysis, catering to firms that manage diverse clients across various industries and entity types. The design of Accounting CS emphasizes flexibility, significantly minimizing the time required for data entry and retrieval. With its intelligent interface, the software adeptly locates and authenticates much of the necessary information while seamlessly integrating with other applications, which empowers staff to operate more productively and prioritize higher-value services. Moreover, it can directly extract data from client spreadsheets or QuickBooks and synchronize transactions with financial institutions, streamlining the integration of client information into the workflow. This tool accommodates multiple entity types, reporting periods, locations, and departments, ensuring that firms can efficiently address a wide array of client needs. In essence, Accounting CS not only simplifies the accounting process but also enhances the overall client experience by facilitating quicker access to vital information.
Description
FinKoper CRM is designed for Accounting firms.
Features:
Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers.
Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant.
Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window.
Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload.
Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.
API Access
Has API
API Access
Has API
Integrations
1C:Enterprise
Gmail
Mail.ru
OneUp Networks
QuickBooks Online
Telegram
WhatsApp
Yandex Disk
Yandex Mail
Integrations
1C:Enterprise
Gmail
Mail.ru
OneUp Networks
QuickBooks Online
Telegram
WhatsApp
Yandex Disk
Yandex Mail
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
€5/month
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
Thomson Reuters
Founded
2008
Country
Canada
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/accounting-cs
Vendor Details
Company Name
Alfa Solution spol. s.r.o.
Founded
2022
Country
Czech Republic
Website
www.finkoper.com
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
