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features
design
support

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Description

At first, you may have believed that your company did not require SMCR Software due to its size, but as the one-year grace period comes to a close, it's common to feel overwhelmed by thoughts such as, “Managing annual certification and conduct is going to be a much larger task than we anticipated” or “We’ve used Excel for mapping, but maintaining ongoing reporting and ensuring 100% accuracy is proving to be a challenge.” Rest assured, there's still time to address these concerns—at least for now! We find ourselves in a crucial transitional phase for SMCR, where many firms have finished the mapping process and assigned roles; however, the weight of annual certification and conduct, combined with the pressure to keep all data accurate and consistently updated, is starting to resonate with many clients. With the shift in accountability moving from the firm to the individual, it’s no wonder that the implications of personal liability are weighing heavily on everyone involved. As we navigate these complexities, proactive measures can still make a significant difference.

Description

We are a bookkeeping service and legal firm dedicated to delivering actionable financial reports, established by both attorneys and accountants to offer exceptional accounting services tailored for law practices, supplemented by our innovative firmTRAK Visualize app. With a decade of expertise in providing comprehensive accounting solutions and enhanced reporting specifically for legal professionals, our founding partner, who is an active attorney, understands the essential requirements for law firms to thrive. Our knowledgeable team excels in fostering organizational discipline that ensures your online operations run efficiently. Through firmTRAK, we deliver precise and prompt reports compatible with your preferred merchants and technology platforms. As a small business ourselves, we appreciate the commitment needed for success, which drives our mission to empower small enterprises. Our dedication to outstanding customer service and clear communication is fundamental to our approach, helping trades and professional services flourish. Ultimately, we believe that our success is intertwined with the success of our clients, making their growth our top priority.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BVNK Yes 
Binderr Yes 
Clio No 
Formalize Yes 
Gusto No 
PracticePanther Law Practice Software No 
Xero No 

Integrations

BVNK No 
Binderr No 
Clio Yes 
Formalize No 
Gusto Yes 
PracticePanther Law Practice Software Yes 
Xero Yes 

Pricing Details

$5,000 per year
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Advance Change

Founded

2009

Country

United Kingdom

Website

actus.co.uk/performance-talent-management-software/actus-comply/

Vendor Details

Company Name

firmTRAK

Country

United States

Website

www.firmtrak.com

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking No 
Controls Testing Yes 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance Yes 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation No 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics Yes 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Data Analysis

Data Discovery No 
Data Visualization No 
High Volume Processing No 
Predictive Analytics Yes 
Regression Analysis No 
Sentiment Analysis No 
Statistical Modeling No 
Text Analytics Yes 

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation Yes 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery Yes 

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