Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Enhance your productivity and operational efficiency with AdminPulse, allowing your accounting firm to expand while seamlessly adhering to legal requirements. Explore a flexible and intuitive online office management solution specifically designed for your organization. Gain a comprehensive understanding of your clients and tasks within the accounting sector, as every detail regarding your customers is meticulously recorded. With essential tools like task management, payment tracking, and document organization, you will maintain clarity over your office's documentation. Consequently, your administrative tasks will always be streamlined, keeping everything organized and manageable. You can monitor and analyze your productivity over time, utilizing reports to refine your workflows as necessary. With current insights at your fingertips, you will be able to enhance your accounting firm's efficiency further, ultimately saving valuable time. This newfound efficiency empowers you to deliver greater value to your clients, elevating both your practice and customer satisfaction to unprecedented heights. Consequently, your firm is poised for continued growth and success.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Adobe Acrobat Sign Yes 
Axis LMS Yes 
Billit Yes 
CSAM TRIS Yes 
CaseWare Cloud Yes 
LexPI Yes 
Mail.ru No 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Mollie Yes 
Nitro Yes 
Octopus Yes 
Penneo Yes 
Sage Accounting Yes 
Telegram No 
WinBooks Yes 
Yandex Disk No 
Yandex Mail No 
Zapier Yes 

Integrations

Gmail Yes 
Adobe Acrobat Sign No 
Axis LMS No 
Billit No 
CSAM TRIS No 
CaseWare Cloud No 
LexPI No 
Mail.ru Yes 
Microsoft Outlook No 
Microsoft SharePoint No 
Mollie No 
Nitro No 
Octopus No 
Penneo No 
Sage Accounting No 
Telegram Yes 
WinBooks No 
Yandex Disk Yes 
Yandex Mail Yes 
Zapier No 

Pricing Details

€163 per month
Free Trial Yes 
Free Version No 

Pricing Details

€5/month
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 Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AdminPulse

Country

Netherlands

Website

adminpulse.eu/

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 No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management No 
Staff Management Yes 
Time Tracking Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Alternatives

Alternatives

Basil Reviews

Basil

CoralTree
CCH iFirm Reviews

CCH iFirm

Wolters Kluwer
Turia Reviews

Turia

Turiabooks Technologies Private Limited
Jetpack Workflow  Reviews

Jetpack Workflow

Jetpack Workflow
TPS Practice Management Reviews

TPS Practice Management

TPS Time & Billing Software