Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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