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Average Ratings 0 Ratings
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
Jetpack Workflow, a workflow management tool, helps businesses standardize and track their processes. This allows them to do more work and prevents tasks from falling through cracks. We have over 16K clients worldwide and help business owners meet deadlines, track their team progress, and grow their practices without worrying.
API Access
Has API
API Access
Has API
Integrations
1C:Enterprise
Gmail
Mail.ru
Microsoft Outlook
QuickBooks Online
Shift
Stackreaction
Telegram
WhatsApp
Yandex Disk
Integrations
1C:Enterprise
Gmail
Mail.ru
Microsoft Outlook
QuickBooks Online
Shift
Stackreaction
Telegram
WhatsApp
Yandex Disk
Pricing Details
€5/month
Free Trial
Free Version
Pricing Details
$36.00 USD/month/user
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
Alfa Solution spol. s.r.o.
Founded
2022
Country
Czech Republic
Website
www.finkoper.com
Vendor Details
Company Name
Jetpack Workflow
Founded
2014
Country
United States
Website
www.jetpackworkflow.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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking