Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

Description

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

1C:Enterprise Yes 
Gmail Yes 
Mail.ru Yes 
QuickBooks Desktop Pro No 
QuickBooks Online No 
Telegram Yes 
WhatsApp Yes 
Yandex Disk Yes 
Yandex Mail Yes 

Integrations

1C:Enterprise No 
Gmail No 
Mail.ru No 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
Telegram No 
WhatsApp No 
Yandex Disk No 
Yandex Mail No 

Pricing Details

€5/month
Free Trial Yes 
Free Version No 

Pricing Details

$29 per month
$10 per month for each additional user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook 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 

Customer Support

Business Hours Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Alfa Solution spol. s.r.o.

Founded

2022

Country

Czech Republic

Website

www.finkoper.com

Vendor Details

Company Name

FirmTamer

Founded

2020

Country

United States

Website

www.firmtamer.com

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management No 
Staff Management Yes 
Time Tracking Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Alternatives

Basil Reviews

Basil

CoralTree

Alternatives

Turia Reviews

Turia

Turiabooks Technologies Private Limited
TPS Practice Management Reviews

TPS Practice Management

TPS Time & Billing Software
Bizalys Reviews

Bizalys

Bizalys Infosystem Pvt Ltd
MyCPACRM Reviews

MyCPACRM

YOO Technologies Inc.