Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

Write a Review

Description

Flori serves as a comprehensive cloud-based CRM and project management solution tailored for founders, freelancers, small agencies, and service teams. It consolidates client accounts, contacts, deals, projects, tasks, notes, and documents into one platform, which aids teams in managing the transition of information from sales to project execution. With the ability to structure workflows, monitor client projects, and communicate selected updates and approvals through client-facing pages, Flori enhances collaboration. Additionally, it integrates various AI assistants, such as Claude, ChatGPT, Codex, Cursor, and Grok, via a Model Context Protocol (MCP) server, allowing these assistants to interact with approved records and draft or finalize work for review by humans. Teams can select their preferred AI provider and are responsible for any associated subscription fees or model usage expenses. Importantly, Flori remains functional even without an AI connection, and users have access to a free plan that allows for the integration of AI assistants without necessitating the use of Flori AI credits. This flexibility makes Flori a versatile option for modern teams looking to streamline their project management and CRM needs.

Description

TaxWorkFlow is an economical and all-encompassing management software tailored for tax and accounting practices, designed to enhance both the profitability and efficiency of your workflow while optimizing firm operations, including both internal communications and interactions with clients. This innovative solution allows your team members to collaborate remotely without sacrificing productivity, ensuring everyone remains informed and engaged. With TaxWorkFlow, you can effortlessly manage client contacts, documents, emails, notes, tasks, projects, and billing information, granting you an instant overview of each client's status, outstanding tasks, challenges, and historical data, all accessible from any location. Additionally, the client portal feature facilitates smoother document exchanges, enabling you to maintain your business operations seamlessly from anywhere, eliminating the necessity for in-person meetings with your staff or clients. Ultimately, TaxWorkFlow empowers your firm to work smarter, not harder, ensuring that you stay ahead in a competitive landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Codex CLI Yes 
Cursor Yes 
Fireflies.ai Yes 
GitHub Yes 
Gmail Yes 
Google Calendar Yes 
Granola Yes 
Grok Yes 
Model Context Protocol (MCP) Yes 
Slack Yes 
Smartlead.ai Yes 

Integrations

ChatGPT No 
Claude No 
Claude Duet No 
Claude for Legal No 
Codex CLI No 
Cursor No 
Fireflies.ai No 
GitHub No 
Gmail No 
Google Calendar No 
Granola No 
Grok No 
Model Context Protocol (MCP) No 
Slack No 
Smartlead.ai No 

Pricing Details

$12/user/month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Types of Training

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

Vendor Details

Company Name

Flori

Website

useflori.com

Vendor Details

Company Name

TaxWorkFlow

Country

United States

Website

thetaxworkflow.com

Product Features

CRM

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

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Alternatives

alfred_ Reviews

alfred_

Knowledge Butler, Inc.

Alternatives

Canopy Reviews

Canopy

4.6 out of 5 stars
ThreadPage Reviews

ThreadPage

Nazarii Leus
Taskory Reviews

Taskory

Taskory AI
Liscio Reviews

Liscio

4.5 out of 5 stars
Eleven Reviews

Eleven

RunEleven