Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

A comprehensive solution tailored for meticulous accountants and large accounting firms. The advanced User Interface offers limitless opportunities that will enhance the services delivered to clients. This application features distinctive capabilities that are unmatched by any other accounting software currently available. With its groundbreaking Reporting, accountants can transition into the role of financial consultants, providing deeper insights. A wealth of printouts allows for the extraction of vital information on company growth, alongside a comparison of financial metrics with historical data. You can effortlessly track the status and transactions of all company securities with an automatic accounting update through a fully customizable integration. Moreover, it boasts a distinctive feature for the computerized issuance of checks, which automates the creation of a security body and its registration. This makes it the perfect solution for businesses that frequently issue a large volume of checks, ensuring efficiency and accuracy in their financial operations. Overall, this software represents a significant advancement in accounting technology designed specifically for high-demand environments.

Description

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

Integrations

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$60 per user 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

EPSILON NET

Founded

1999

Country

Greece

Website

www.epsilonnet.gr/product.aspx

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-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

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

Alternatives

Eleven Reviews

Eleven

RunEleven
Alure Reviews

Alure

Wolters Kluwer
Ledgersync Reviews

Ledgersync

LedgerSync
4decision Reviews

4decision

Microfinance