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features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Brevo
CPACharge
Doc.It by IRIS
Google Calendar
Mailchimp
Microsoft Outlook
OmniConnect
QuickBooks Online
QuickBooks Online Advanced
Virtual Cabinet

Integrations

Brevo
CPACharge
Doc.It by IRIS
Google Calendar
Mailchimp
Microsoft Outlook
OmniConnect
QuickBooks Online
QuickBooks Online Advanced
Virtual Cabinet

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$35 per user per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

Netherlands

Website

taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Vendor Details

Company Name

Mango Practice Management

Founded

1998

Country

United States

Website

mangopractice.com

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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