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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your operational efficiency by allowing us to manage your statistical reporting needs. With over three decades of expertise and established connections with all major bureaus across every state, outsourcing this labor-intensive task to us is a straightforward method to streamline your operations and lower expenses. Our strong relationships with these bureaus ensure that we can confidently oversee your account. We cater to both personal and commercial lines of business throughout the U.S. and Puerto Rico. Our dedicated team, equipped with specialized training and extensive experience, understands the critical importance of meeting deadlines and submitting accurate data, as errors can lead to significant financial repercussions. By collaborating with our professionals, you can mitigate the risk of penalties associated with reporting failures. We take care of everything related to your reporting, including staying updated on circulars that outline changes in reporting requirements and managing error correction processes with statistical bureaus, thereby allowing you to focus on core business activities. Ultimately, partnering with us not only saves you time but also enhances the overall reliability of your reporting.

Description

Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Cisco Identity Intelligence Yes 

Integrations

Cisco Identity Intelligence No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$69.99 per month
$699.99 per year
Free Trial Yes 
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

IDP Bureau

Founded

1949

Country

United States

Website

www.idpnet.com/product/bureau/

Vendor Details

Company Name

SeQwens

Founded

2019

Country

United States

Website

seqwens.com

Product Features

Product Features

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management Yes 

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