Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Are your tools simplifying tasks or complicating them further?
An effective system should ease your burdens rather than increase them. If you're still piecing together spreadsheets and scrambling for updates across various applications, it's time to consider AnyDB.
AnyDB serves as a versatile headquarters for your business operations, enabling teams to systematically organize their data, enhance collaboration, and oversee processes all within one platform, without the hassle of intricate setups or steep learning curves.
Regardless of whether you're handling clients, contracts, inventory, projects, or approvals, AnyDB provides you with the essential components to design custom systems tailored to your team's unique workflow.
It resembles a spreadsheet yet operates like a powerful internal tool, crafted for scalability, designed for transparency, and intended to eliminate the disorder of disconnected systems, ultimately transforming how your team interacts with data. Plus, by consolidating resources, AnyDB allows teams to focus more on their core tasks, thus increasing overall productivity.
Description
We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Workers by Delos
No
Pricing Details
$1.66 per month
Free Trial
No
Free Version
Yes
Pricing Details
$20 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
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
No
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Humanly Inc.
Founded
2024
Country
United States
Website
anydb.com
Vendor Details
Company Name
TaxFlow
Country
United States
Website
www.taxflowsolutions.com
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Product Features
Accounting Practice Management
Approval Workflow
Yes
Billing & Invoicing
No
Client Management
Yes
Client Portal
No
Document Management
No
Due Date Tracking
Yes
For CPA Firms
Yes
Project Management
Yes
Staff Management
No
Time Tracking
No
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
Yes
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
Yes
Client Portal
No
Document Management
No
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes