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ease
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

Doc.It by IRIS
Easyflow
Element Finance
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Stackreaction
Wufoo
Zapier

Integrations

Doc.It by IRIS
Easyflow
Element Finance
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Stackreaction
Wufoo
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$59/month/user
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

Thomson Reuters

Founded

2008

Country

Canada

Website

www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html

Vendor Details

Company Name

Karbon

Founded

2014

Country

United States

Website

karbonhq.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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Alternatives

Alternatives

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