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Average Ratings 0 Ratings
Description
ClientFol.io, a top-tier SaaS platform for coaching organizations, supports unlimited clients. Mitch Russo, a seasoned 30-year master coach, designed this platform with a prime focus on reducing admin time and amplifying results.
With a strong emphasis on accountability and goal tracking, ClientFol.io integrates the major functionalities needed to elevate the coaching experience. It smoothly and intuitively handles tasks that coaching organizations need to run smoothly and efficiently.
Effortlessly manage sessions for individuals or groups, set up recurring payments, and generate custom invoices - all branded to your company's image. The payoff? Less time on admin tasks and more quality time with your clients.
The system nudges clients to stay accountable, leading to glowing testimonials, improved follow-through, and tangible, measurable results weekly. With the integrated Client Portal, all coaching activities are instantly accessible to your clients or team members.
And to ensure your clients are always in the loop, integrated reminders about all assignments continuously highlight the value you deliver. With ClientFol.io, watch your coaching organization thrive as you focus on what matters most; your clients!
Description
Taxaroo is the go-to cloud-based practice management solution engineered for tax businesses and CPA firms. Our platform is a game-changer in practice management, offering an array of cutting-edge features. Among these is "Roo, The AI Tax Advisor," a state-of-the-art AI tool that handles client questions, freeing you to focus on complex tasks. Our secure client portal simplifies document sharing, making interactions seamless and secure.
Workflow automation is at the heart of Taxaroo, enabling you to automate everything from client acquisition to tax preparation and filing. This ensures that your practice runs like a well-oiled machine, saving you time and reducing errors.
What sets Taxaroo apart is its user-centric design. There's no need for expensive consultants or lengthy training sessions; you can get started right away. Plus, we offer the most cost-effective pricing in the industry, making us the perfect fit for practices of all sizes.
We're committed to staying ahead of the curve, continually updating our software to meet the evolving needs of our clients. Choose Taxaroo for a comprehensive, efficient, and client-friendly solution that will take your firm to unparalleled levels of success and client satisfaction.
API Access
Has API
API Access
Has API
Integrations
Authorize.Net
Google Calendar
Microsoft 365
PayPal
Stripe
Stripe Billing
Integrations
Authorize.Net
Google Calendar
Microsoft 365
PayPal
Stripe
Stripe Billing
Pricing Details
$29.97 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Mindful Guidance
Founded
2005
Country
United States
Website
www.ClientFol.io
Vendor Details
Company Name
Taxaroo
Founded
2014
Country
United States
Website
taxaroo.com
Product Features
Coaching
Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Tutoring
Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management