Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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