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Average Ratings 0 Ratings

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ease
features
design
support

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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

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
1C:Enterprise
Easyflow
Element Finance
Float
Ignition
Liscio
Mail.ru
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Stackreaction
Telegram
Wufoo
Yandex Disk
Yandex Mail
Zapier

Integrations

Gmail
1C:Enterprise
Easyflow
Element Finance
Float
Ignition
Liscio
Mail.ru
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Stackreaction
Telegram
Wufoo
Yandex Disk
Yandex Mail
Zapier

Pricing Details

€5/month
Free Trial
Free Version

Pricing Details

$59/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

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

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

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

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

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