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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

reMARK offers an all-inclusive dashboard that encompasses every tool necessary to manage your daily operations effectively. This software's inbox goes beyond just emails; it integrates your calendar, live chat features, contacts, mailing lists, and various other functionalities. Leverage reMARK’s team overview to work together on any email conversation, leave internal messages, track who has engaged with an email, and assign tasks directly to colleagues or teams. With the ability to create an endless array of customizable email filters, reMARK allows you to prioritize and display only the most relevant emails tailored to your needs. Your teams can efficiently navigate through massive quantities of emails daily, ensuring that no vital information slips through the cracks. Moreover, reMARK's advanced boolean search capability enables you to swiftly locate specific emails, documents, or terms, even within attachments, making communication and collaboration seamless. This powerful tool not only enhances productivity but also fosters a more organized workflow for all team members involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

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

Integrations

Amego No 
Flexspring No 
Gmail No 
LINK To Any No 
Lacerte No 
Microsoft 365 No 
Microsoft Exchange No 
ProConnect Tax No 
QuickBooks Online No 
Quickwork No 
Text Control No 
Zapier No 

Pricing Details

$60 per user per month
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-management/

Vendor Details

Company Name

Nordic IT

Website

nordic-it.com

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Tax Practice Management

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

Product Features

Email Management

Data Recovery No 
Email Archiving No 
Email Deletion No 
Email Discovery No 
Email Monitoring No 
Email Recall No 
Queue Manager No 
Response Management No 
Routing No 
Shared Inboxes No 
Signature Management No 
Spam Blocker No 
Whitelisting / Blacklisting No 

Marine

Accounting Management No 
Ballast Table No 
Barcodes No 
Boat Maintenance No 
Manufacturing/Supplier Pricebooks No 
Marina Management No 
Maritime Crew Management No 
Routing No 
Scheduling No 
Storage Management No 

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