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Description
Acct1st is crafted by CPAs specifically for the needs of fellow CPAs, functioning as a comprehensive document management system suitable for accounting firms of any scale. Whether you are part of a large CPA firm with over 100 employees or a solo practitioner, Acct1st provides an ideal document solution tailored to your requirements! This enterprise-level software suite boasts an extensive array of modules and features essential for securely managing electronic documents and workflows from any location around the globe. Reach out to us today for additional details and to connect with one of our document specialists, who will assist you in identifying the best solution to achieve your firm's paperless aspirations. Experience enterprise-level document management for just $1 daily per user, which encompasses unlimited storage and access to all software modules. Securely share files using password-protected hyperlinks, send NetMail to multiple third-party recipients, and seamlessly integrate DocuSign™ for digital signatures and electronic forms. Elevate your firm's efficiency and productivity with Acct1st, the ultimate tool for modern accounting practices.
Description
Successful management of an accounting firm should not be hindered by inadequate infrastructure. Equip your firm with the essential tools by investing in specialized CRM solutions from GreatSoft, which focuses on delivering top-tier CRM services tailored specifically for accountancy practices. Our cloud-based CRM systems provide optimal security, speed, and functionality to meet the diverse needs of our clients. With a dedicated team of experts continuously enhancing and supporting our software, you can be assured that your firm is always utilizing the most effective tools available. Recognizing that each accounting firm has unique requirements, we develop customized solutions to address various aspects such as tax management, document handling, and secretarial duties. This personalized approach ensures that we can meet every specific demand you may have. Our knowledgeable team is not only hands-on but also deeply understands the nuances of the accounting industry, making us a reliable partner in your firm’s growth and success. Ultimately, investing in the right CRM software can significantly enhance your firm's overall efficiency and service delivery.
API Access
Has API
API Access
Has API
Integrations
ATOmate
CAS 360
FuseDocs
FuseSign
Virtual Cabinet
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Acct1st Technology Group
Website
www.acct1st.com
Vendor Details
Company Name
GreatSoft
Website
www.greatsoft.co.za/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
