Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
SorabanSoraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
-
HR PartnerHR Partner is an all-inclusive, simple HR system for companies with 20 to 500+ employees. With HR Partner, you can eliminate manual HR tasks. HR Partner allows employees to submit leave requests and they are automatically sent to their managers. HR Partner is smart and simple for both HR admins and employees to use. It gives you everything you need to manage your HR processes and reduce the time spent on HR administration tasks. HR Partner includes: - Employee Records One safe place to store contact data, files, reviews, assets, and more - Leave Requests, Approvals & Accruals An easy, transparent process for both employees and admin users - Onboarding Checklists Easily assign a checklist for new employees to check off, read, sign, upload or watch - Recruitment and Applicant Tracking Publish jobs and manage applicants with a Kanban tracking system - Employee Portal Empower employees by giving them the information and tools they need - Electronic Signatures Allow employees and job applicants to sign HR documents electronically - Plus a Lot More 100's more features, including; timesheets, company files, org chart, and more. Start a free trial or request a demo today!
-
Collect!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.
-
TurboTenantTurboTenant is an all-in-one property management platform built to help landlords manage rentals more efficiently and effectively. It combines marketing, tenant screening, lease creation, and rent collection into a single, easy-to-use system. Landlords can quickly create listings and syndicate them across multiple rental websites to attract potential tenants. The platform provides detailed screening reports, including financial, criminal, and eviction history, to help landlords make informed decisions. TurboTenant also simplifies lease management with customizable, state-specific agreements and built-in e-signature capabilities. Rent collection is streamlined through automated payments, reminders, and tracking features that improve accountability. The platform includes integrated accounting tools for tracking expenses and generating financial reports. For those who prefer a hands-off approach, TurboTenant offers a full-service management option that handles tenant placement and day-to-day tasks. Communication tools allow landlords to manage conversations with tenants in one centralized place. Overall, TurboTenant helps landlords reduce workload, stay organized, and maximize rental income.
-
FilejetFilejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.
-
XeroSave 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
-
MaintainlyMaintainly is a cloud-hosted maintenance management solution that streamlines both proactive and reactive maintenance processes. This software enables users to generate, assign, and oversee work orders, offering features such as photo uploads, meter readings, downtime monitoring, and comprehensive audit trails, which can be handled either manually or through automated preventive schedules. Users can organize assets in a hierarchical manner, track movable equipment geographically, and utilize QR codes for easy access, while every maintenance activity is recorded in a detailed history log. Teams and technicians benefit from push notifications, and maintenance personnel can receive and monitor requests using a mobile application that includes functionalities for on-site updates, task comments, and tracking time spent on jobs. Maintainly also offers customizable hierarchy configurations, sophisticated filtering options, and role-specific views, enabling complex operations across various industries to expand efficiently. With a focus on user-friendly adoption, the platform boasts a quick setup process, scalable modular features, and an intuitive design that enhances the user experience. This combination of capabilities makes Maintainly a versatile tool for managing maintenance tasks effectively.
-
P3SourceP3Source is a cost-effective, and user-friendly print procurement and resale platform, meticulously designed for corporate, educational, and non-profit print buyers. P3Source also offers features for brokers, print management firms, inplants and print manufacturers to manage and resell work. Crafted by industry-savvy print enthusiasts, P3Source operates as an efficient print procurement management system, revitalizing the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. As a project management hub, P3Source capably handles dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. P3source's web portals tie together the supply chain. Customers can submit requests, approve projects and upload production files. Suppliers can effortlessly submit quotes, accept orders, post shipment data, and even present their invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. Celebrate the future of print management with P3Source - easy, efficient, and made with you in mind.
-
DeelDeel is the global HR platform for remote teams. Simplify every aspect of international hiring and payroll with automated onboarding, end-to-end compliance, and integrated global payments, built from the ground up with local expertise. Deel's legal network help mitigate risk with localized contracts that are tailored to local labor laws. Deel manages common HR tasks such as local benefits, deductions, and payslips, making it easier than ever to hire internationally. While Deel provides an integrated platform for global contracts and payments, HR professionals can also integrate Deel with their accounting and reporting software. Deel is built with security and compliance in mind—it's GDPR compliant, and clients can manage DPA agreements, IP protection, and equipment use at anytime through the dashboard.
Description
CollectCue is a web-based client document request and missing-item tracking tool built for small bookkeeping firms. Teams can create recurring requests by client and period, send secure upload links, monitor outstanding items, and review submitted files from one workspace.
Clients do not need to create an account or learn a complicated portal. Each request has a secure link where they can view required documents, upload files, or mark an item as not applicable. On the bookkeeping side, staff can track request status, review uploads, accept files, request a reupload, and send automatic or manual reminders.
CollectCue is designed for recurring workflows such as month-end close, tax preparation, cleanup projects, and client onboarding.
Description
Socket offers a comprehensive set of tools designed for accountants and bookkeepers to enhance client engagement, mitigate scope creep, and safeguard profitability through clear pricing strategies. This platform streamlines the entire client journey by facilitating the transition from lead tracking to signing proposals, onboarding, billing, repricing, renewals, and ensuring customer satisfaction. With Socket, firms can create a service menu just once, clearly define their offerings, establish fees, and present these options to clients in a professional and transparent manner that aims to protect their profit margins. The proposal builder within the tool allows users to quickly generate polished, branded proposals, package services effectively, offer tiered options, and secure client approvals more rapidly without the need for spreadsheets. Additionally, engagement letters can be produced directly from these proposals using customizable templates that can be signed in mere seconds. Socket's integration with platforms like Xero further enhances its functionality by automating tedious processes between proposals, onboarding, and billing, ensuring that all aspects of client management are seamlessly connected and nothing is overlooked. Overall, this all-in-one solution empowers firms to operate more efficiently and focus on delivering exceptional service to their clients.
API Access
Has API
API Access
Has API
Integrations
Adfin
Cliénta
GoCardless
QuickBooks Online
Slack
Workers by Delos
Xero
Zapier
Integrations
Adfin
Cliénta
GoCardless
QuickBooks Online
Slack
Workers by Delos
Xero
Zapier
Pricing Details
$19.90/month
CollectCue offers a 30-day free trial. Paid plans start at $19.90 per month. Growth is $39.90 per month, and Pro is $69.90 per month. Plans vary by billable client limits and monthly reminder email volume.
Free Trial
Free Version
Pricing Details
$13.52 per month
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
CollectCue
Founded
2026
Country
United States
Website
www.collectcue.com
Vendor Details
Company Name
Socket Digital Limited
Founded
2023
Country
United Kingdom
Website
www.usesocket.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
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
