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Average Ratings 0 Ratings

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Description

QuickFee (ASX: QFE) is a premier provider of payment, financing, and accounts receivable automation solutions tailored specifically for professional services firms. Our platform simplifies the Accounts Receivable process and boosts revenue growth by integrating various online payment methods and robust invoicing tools seamlessly within your practice management system. With QuickFee, you can expect fewer aging receivables, enhanced cash flow, and higher client spending. Your clients get the flexibility to pay via credit or debit cards, ACH/EFT transfers, or QuickFee's unique financing option that allows them to pay their invoice over 3 to 12 months—while firms receive the total payment upfront, incurring no extra costs. Operating across the United States and Australia, QuickFee is dedicated to providing scalable, cost-effective solutions supported by exceptional customer service.

Description

TaxWorkFlow is an economical and all-encompassing management software tailored for tax and accounting practices, designed to enhance both the profitability and efficiency of your workflow while optimizing firm operations, including both internal communications and interactions with clients. This innovative solution allows your team members to collaborate remotely without sacrificing productivity, ensuring everyone remains informed and engaged. With TaxWorkFlow, you can effortlessly manage client contacts, documents, emails, notes, tasks, projects, and billing information, granting you an instant overview of each client's status, outstanding tasks, challenges, and historical data, all accessible from any location. Additionally, the client portal feature facilitates smoother document exchanges, enabling you to maintain your business operations seamlessly from anywhere, eliminating the necessity for in-person meetings with your staff or clients. Ultimately, TaxWorkFlow empowers your firm to work smarter, not harder, ensuring that you stay ahead in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CCH Axcess Tax Yes 
CCH ProSystem fx Yes 
CS Professional Suite Yes 
IRIS Practice Engine Yes 

Integrations

CCH Axcess Tax No 
CCH ProSystem fx No 
CS Professional Suite No 
IRIS Practice Engine No 

Pricing Details

$0
Affordable pricing for any size of professional service firm; please inquire for more details.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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) No 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

QuickFee

Founded

2009

Country

United States

Website

www.quickfee.com

Vendor Details

Company Name

TaxWorkFlow

Country

United States

Website

thetaxworkflow.com

Product Features

Accounts Receivable

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

Credit Card Processing

Cash Transactions Yes 
Contactless NFC No 
Electronic Receipts No 
Electronic Signature No 
Mobile Card Reader No 
PCI Compliance Yes 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture No 

Recurring Billing

Customer Portal No 
Deferred Billing No 
Discount Management No 
Dunning Management No 
Invoice History No 
Multi-Currency No 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

Product Features

Accounting

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

Alternatives

Alternatives

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