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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

GrowthForce provides comprehensive outsourced services in bookkeeping, accounting, and controllers. Through GF Connect, our online client portal, you can seamlessly collaborate, communicate, and share documents with your team of specialists, ensuring your financial management practices are organized and effectively executed. With this system, nothing is overlooked, and you remain informed from the very first day of onboarding, as well as during weekly and monthly processing. GF Connect offers a straightforward method to stay updated on your outsourced accounting activities at all times. Additionally, with our sleek applications available for iPhone, iPad, and Android devices, you can stay connected and check on your projects no matter where you are. With the support of your GrowthForce Team and the capabilities of GF Connect, you will wonder how you ever operated without such a resourceful tool at your disposal. This partnership redefines efficiency in financial management, making it easier than ever to keep your business on track.

Description

Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zapier

Integrations

Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per month
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

GrowthForce

Founded

2004

Country

United States

Website

growthforce.com

Vendor Details

Company Name

ProcessKit

Founded

2018

Country

United States

Website

processkit.com

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Alternatives

Alternatives

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