Compare Client-Cloud vs. My CPA Dashboard

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organizational structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Houzz Pro is a leading construction management software for residential contractors and designers. Get a solution that covers the entire customer lifecycle. This includes marketing, CRM and other features such as estimates, takeoffs 3D floor plans project management, selections online invoicing, payments, QuickBooks integration and a client's portal. Start a free trial to see why Houzz Pro is trusted by thousands of Pros to grow and manage their business. Plans start at $149/month for all sizes of business.

Partnering with Salesforce, Titan Forms and Apps are a game-changer in the industry, making the world’s number #1 CRM accessible, and effortless for anyone to use. At the touch of a button, and with zero code, experience strength, speed, and agility for Salesforce Forms and your business processes. Slash time to market, nuke code, and tackle any use case on a single platform. Our best-of-breed forms and applications for Salesforce cater to any industry and it’s our mission to provide custom solutions for difficult problems. Build beautiful web portals, sign documents, generate docs, send surveys, automate contracts, fill out Salesforce forms, and so much more in just a few simple clicks. No code required and with our new AI assistant you can build even faster and with fewer errors. We are the only product on the market that empowers you to send data to Salesforce and pull it back in real-time without any development or added expense. Our customers and partners are the heartbeat of Titan. If you need a feature, simply request it via our Titan X Lab and we will consider it for our roadmap! So what’s stopping you? Schedule a demo today.

iPlum is a mobile first solution for business professionals. The solution provides a separate line with calling, texting and phone system features on your mobile for individuals or an enterprise. iPlum works on your existing smartphone without changing carriers. It is simple to use, backed with enterprise security controls. The platform provides HIPAA compliance for healthcare professionals and Mobile communication compliance for financial & legal sector employees. Businesses get advanced features like auto-attendant, extensions, call recording, transcriptions, auto-text reply and more for their mobile line. You can get a prompt response to your calls and texts during business hours. A centralized portal helps you organize your team. Manage iPlum users from different profiles and permissions through a corporate account. You can show your customers that you care by automatically sending business

Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.

Buildxact is a construction management software that is easy to use for contractors, residential builders, and remodelers. It helps them manage their projects smoothly and efficiently. Transform your business with one system, from the first takeoff to the final invoice. Streamline estimation - Create takeoffs faster and get quotes 5x faster. Buildxact is cloud-based so you can get up and running in no time. Save time by ditching paper plans and spreadsheets! Buildxact digital takeoffs let you scale plans and measure with a few mouse clicks. Quickly measure and count materials knowing your numbers are correct. Easily move material counts into your estimate with online tools and pricing that are 5X faster than paper and pencil. Estimates that clearly lay out materials, labor and overhead for the client. Professional quotes that win more jobs. Find out today with a free trial!

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

You can save up to an hour per day on daily reports CDR – Construction Daily Reports is the fastest custom daily reporting solution available for the construction industry. It can be accessed on our mobile app for Android or Apple devices as well as our website portal. You can customize your reports by entering project details. Then, you can take photos and make notes using your mobile device. CDR will email your completed report in professional PDF format to you after you sign it. We also save it on our servers so that you can upload it to your cloud storage. CDR is a mobile-friendly, time-saving construction software designed to simplify your reporting process. Start your free trial now!

KonstructIQ is an innovative platform that integrates artificial intelligence to serve the needs of residential general contractors, remodeling companies, and home builders by streamlining both construction and financial management. This comprehensive tool covers the entire project lifecycle, encompassing fast and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all within a unified interface. Its estimating feature allows contractors to create precise bids swiftly, utilizing customizable cost codes and the ability to calculate markups or margins, as well as accommodating both cost-plus and fixed-price pricing models. Upon approval of an estimate, it transforms into the project budget, ensuring that every bill, invoice, or change order automatically reflects on the budget, enabling contractors to maintain precise job costing and oversight of profitability. Additionally, the platform facilitates payments to subcontractors or suppliers, supporting various methods such as ACH transactions, checks, debit and credit cards, virtual cards, or Zelle, while also enabling clients to pay invoices directly through a user-friendly portal, which accelerates cash flow significantly. This holistic approach not only simplifies administrative tasks but also enhances financial transparency for contractors, ultimately contributing to more efficient project completion.