Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CertChase serves as a user-friendly online platform tailored for general contractors and remodelers, facilitating the management of subcontractor certificates of insurance (COIs) and trade licenses. Users can easily import subcontractor information via spreadsheet copy-pasting or CSV uploads, establish deadlines for document submission, and send unique upload links to subcontractors, all without requiring them to create an account. The application intelligently extracts essential data from uploaded PDF documents, flags any missing, expired, or insufficient coverage papers, and delivers automatic email reminders until all compliance requirements are met. Additionally, a comprehensive status board provides an overview of subcontractors who are compliant, those nearing expiration, or those that require further attention. With a shareable view and a weekly digest, project and operations teams can efficiently keep track of all necessary paperwork. This service is specifically designed for teams that prefer to manage vendor compliance internally, instead of delegating the review process to an external entity, ensuring streamlined oversight and organization.
Description
When it comes to handling your documentation, whether you're drafting an offer, generating an invoice, creating an income statement (EÜR), notifying advance sales tax (UStVA), recording project hours, or establishing a digital document archive, everything can be accomplished using a single tool. The TimeTracker feature allows you to log working hours in real-time, seamlessly integrating project management with your accounting processes. Comprehensive reports such as BWA, cash flow analyses, and project summaries provide you with crucial insights whenever needed. You have the flexibility to customize all documents to align with your company's branding through letterhead and a CSS editor. An integrated customer management system (CRM) supports an unlimited number of contacts and classifications, ensuring efficient organization. The creation of UStVA and EÜR documents is simplified, allowing for instant generation with just a click. Furthermore, the UStVA can be effortlessly submitted to the Elster portal via an XML file, streamlining your tax reporting process. By utilizing this all-in-one tool, you enhance efficiency and accuracy in all your administrative tasks.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Trial
No
Free Version
Yes
Pricing Details
€8 per month
Free Trial
No
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CertChase (gocertchase.com)
Country
United States
Website
gocertchase.com
Vendor Details
Company Name
odacer finanz Software
Country
Germany
Website
www.papierkram.de/
Product Features
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No