Compare Avii Workspace vs. Intuit Practice Management

Collaborate was developed in partnership with non-profits in order to best serve their case management requirements. Easily handle everything from Intakes and Services to Outcomes and Reporting - with expert guidance and help along the way. Collaborate automates manual processes and digitizes all paper forms. Client Intakes and other elements can be tailored to your organization. Collaborate can store all your documents and pull relevant Case information into them automatically. Electronic Signatures can be collected from clients and service providers, including telehealth forms. Assign Tasks to other Users and assign due dates. Track their due dates using a personal Calendar and receive SMS or email alerts about specific Tasks. You can also see scheduled services on your Calendar.

You can enjoy lucrative returns while limiting market volatility. Our due diligence processes and strategic relationships can be used to help you with your investment capital. Access to institutional-quality opportunities across a range of asset classes. Invest in pre-vetted transactions in private equity. Passive cash flow to your bank account. Our industry-leading investor portal allows you to track your investments. We are not another crowdfunding platform. We are a technology-enabled investment firm in real estate. We invest in every offering and our compensation is heavily weighted towards the performance.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Hundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Blue Sky's "Portfolio Manager" Lease Management Software is an easy to learn and use SaaS solution for centralized management of lease contracts. By managing your lease contracts and associated maintenance contracts throughout the entire lifecycle you can strengthen the audit process, reduce costs, increase cash flows and mitigate risk with centralized visibility that drives enterprise value. Portfolio Manager provides complete status management for running leasing RFP's, tracking status, notes, documents and next steps for every open project. Flat file data imports allow for efficient data entry. Fully customizable with robust reporting capabilities. The report writer allows every data field to be exported to excel. Pre-built templates are available to feed most ASC842 lease accounting software templates. End of lease term management is automated with custom parameters and automatic notifications to ensure you never miss an end of lease term notification. Custom Programming available.

Revolutionize your project management with Worksection, the online project management tool that streamlines workflows and enhances team collaboration. Designed for teams of all sizes, Worksection’s user-friendly interface makes it accessible for everyone, not just IT professionals. Trusted by over 1,200 marketing agencies, design studios, software developers, law firms, and architectural offices, Worksection is perfect for handling complex projects with ease. Its built-in time tracking helps you effortlessly monitor billable hours, ensuring accurate client billing. With streamlined task management, Gantt charts for precise planning, Kanban boards to visualize progress, and centralized communication, Worksection keeps your projects on track from start to finish. Plus, detailed reports provide deep insights into your team's performance, helping you make informed decisions. Seamlessly integrate with tools like Slack, Google Drive, and Zapier to ensure a smooth workflow across all your platforms. Use friendly support to reach your goals as fast as possible. Sign up to transform your project management with Worksection.

LeadMaster Solutions Group offers two Unique ERP Solutions: #1. SuiteMaster is a fully integrated business platform. Clients select from hundreds of core business applications – CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. SuiteMaster is built on high functionality, which scales across many applications. Modules can be deployed quickly and "snap into place". This architecture makes it easier to expand applications as needed. LeadMaster software consultants work closely with customers to ensure effective implementations, including business workflow and user adoption. #2. Odoo: ERP offers an open-source platform packed with business applications; it is intuitive and can match most business requirements. Core Apps include CRM, Sales, Project, Manufacturing, Inventory, and Accounting. No matter the company's size or budget, Odoo offers a comprehensive software solution. LeadMaster's authorized Odoo ERP consultants deliver successful deployments, customizations & training.

Pipefy is the AI-enhanced business process management platform that conserves IT resources and empowers business teams to build and deploy up to 85% of their own workflows, including HR, IT, Finance, Marketing, Sales, and more. Easily build, track, automate, and manage any custom workflow, no matter how complex, with no technical knowledge required. Pipefy’s no-code BPM software delivers an integrated end-to-end operation that improves team productivity, control, and visibility from input to delivery. Speed up deployment, lower implementation costs, and minimize process complexity and expensive stack sprawl with a built-in security suite, connections to 300+ apps and systems out of the box, and HTTP/HTTPS to integrate Pipefy with everything else.

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.