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Average Ratings 0 Ratings

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features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

Manage your finances effortlessly with KashFlow, a highly acclaimed cloud-based accounting solution. Tailored for sole proprietors and expanding enterprises, KashFlow simplifies the accounting process, making it accessible and user-friendly, even for those without accounting expertise. With features ranging from creating quotes and invoices to handling payroll and generating reports, KashFlow ensures a straightforward experience that prioritizes ease of use. Whether you're a small business owner or an individual freelancer, this software is designed to meet your accounting needs seamlessly.

Description

Streamline your practice by incorporating automation, fostering team collaboration, and enhancing client satisfaction with OfficeTools CPA practice management software. Explore our resource hub to discover how top firms are diversifying their service offerings and elevating the client experience. Our comprehensive accounting practice management software enables you to manage time tracking, billing, invoicing, client contacts, projects, and documents all in one centralized location while seamlessly integrating with essential business tools. Say goodbye to the hassle of redundant data entry from various tax programs, accounting platforms, calendars, and emails. By consolidating all critical information, you will have a comprehensive understanding of the Who, What, Where, When, and Why, allowing you to prioritize your efforts effectively. Empower your clients to thrive today while strategically planning for the future with a tailored accounting and tax practice management solution designed to enable your team to achieve remarkable outcomes. This innovative software not only enhances efficiency but also contributes to building long-lasting relationships with your clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anfold Software Timesheet Portal Yes 
AutoEntry Yes 
Axis LMS Yes 
Capsule Yes 
Codat Yes 
Commenda Yes 
Dropbox Yes 
Halo Service Desk Yes 
HaloITSM Yes 
HaloPSA Yes 
HitPay Yes 
Ledgerflow Yes 
PayPal Yes 
Shopify Yes 
Starling Bank Yes 
Stripe Yes 
Taskbe Yes 
Tide Yes 
ePRO Yes 

Integrations

Anfold Software Timesheet Portal No 
AutoEntry No 
Axis LMS No 
Capsule No 
Codat No 
Commenda No 
Dropbox No 
Halo Service Desk No 
HaloITSM No 
HaloPSA No 
HitPay No 
Ledgerflow No 
PayPal No 
Shopify No 
Starling Bank No 
Stripe No 
Taskbe No 
Tide No 
ePRO No 

Pricing Details

$7.00/month/user
Starter - £7 /month + VAT
Business - £14 /month + VAT
Business + Payroll -£19 /month + VAT
Free Trial Yes 
Free Version No 

Pricing Details

$50 per month
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

IRIS Software Group

Founded

1978

Country

United Kingdom

Website

www.kashflow.com

Vendor Details

Company Name

OfficeTools

Founded

1997

Country

United States

Website

www.officetools.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control No 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger Yes 
Recurring Billing No 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing Yes 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Payroll

401(k) Tracking No 
Attendance Management No 
Benefits Management Yes 
Check Printing No 
Compensation Management Yes 
Deductions Management Yes 
Direct Deposit No 
Multi-Country No 
Multi-State No 
Reporting/Analytics Yes 
Self Service Portal Yes 
Tax Compliance No 
Vacation / Leave Tracking Yes 
W-2 and 1099 Preparation No 
Wage Garnishment No 

Purchasing

Catalog Management No 
Compliance Management No 
Contract Management No 
Inventory Management No 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management No 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management No 
Supplier Management No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

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