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Average Ratings 0 Ratings
Description
Fluent Information Management Systems stands out as remarkably professional and highly responsive, emphasizing performance improvement, risk reduction, and compliance assurance. With a robust framework and app-based solutions, along with a distinctive permission structure, Fluent IMS enables the automation of various standard tracking, training, support, and reporting tasks. These straightforward yet effective tools empower you to efficiently oversee different facets of your business, ultimately enhancing your profitability. The complete customization options and permission-based features provide the adaptability needed to boost productivity, save time, and reduce costs! Our commitment to ensuring your continuous access is unwavering, as we are designed to function seamlessly with nearly any internet-connected device. Additionally, our managed solution offers a high-speed 1GB/sec network interface, and we handle all updates at no extra charge, allowing you to focus on your business without any hassle. You will have total authority over your permissions, giving you peace of mind in managing your data.
Description
Taxaroo is the go-to cloud-based practice management solution engineered for tax businesses and CPA firms. Our platform is a game-changer in practice management, offering an array of cutting-edge features. Among these is "Roo, The AI Tax Advisor," a state-of-the-art AI tool that handles client questions, freeing you to focus on complex tasks. Our secure client portal simplifies document sharing, making interactions seamless and secure.
Workflow automation is at the heart of Taxaroo, enabling you to automate everything from client acquisition to tax preparation and filing. This ensures that your practice runs like a well-oiled machine, saving you time and reducing errors.
What sets Taxaroo apart is its user-centric design. There's no need for expensive consultants or lengthy training sessions; you can get started right away. Plus, we offer the most cost-effective pricing in the industry, making us the perfect fit for practices of all sizes.
We're committed to staying ahead of the curve, continually updating our software to meet the evolving needs of our clients. Choose Taxaroo for a comprehensive, efficient, and client-friendly solution that will take your firm to unparalleled levels of success and client satisfaction.
API Access
Has API
API Access
Has API
Integrations
Google Calendar
Microsoft 365
Stripe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Fluent Information Management Systems
Country
United States
Website
www.fluentims.com
Vendor Details
Company Name
Taxaroo
Founded
2014
Country
United States
Website
taxaroo.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management