Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Sigma 1040-TW stands out as the most adaptable service package offered by Sigma Tax Pro. This comprehensive package equips you with all the essential tools to thrive in your tax preparation business during the current tax season. Available in both desktop and web-based formats, the desktop version is necessary for filing business returns like Forms 1120 or 1065. Clients of Sigma enjoy the benefit of having a dedicated account manager who provides support throughout the tax season, ensuring a smooth tax preparation experience. Additionally, Sigma features a wide array of banking products designed to enhance the customer experience, allowing clients to receive their refunds more quickly and conveniently through options such as direct deposit, in-office check printing, and prepaid VISA or MasterCard alternatives. The Sigma 1040-TW service package also encompasses a premium software solution, offering various formats such as ProFiling, Executive, Power, Executive Accounting, and Power Accounting, enabling clients to select the one that best aligns with their specific requirements. With such extensive customization and support, Sigma 1040-TW truly caters to the diverse needs of tax professionals.
Description
Sigma CRM serves as a comprehensive customer relationship management tool designed to streamline the organization of contacts, companies, deals, and sales activities. With features that allow teams to manage records and sales pipelines effectively, users can also link their email accounts and leverage AI-driven workflows to analyze customer data and create sales summaries. The software provides both REST and GraphQL APIs and incorporates an MCP server and client, facilitating the integration of compatible AI solutions with CRM data and agents. Sigma offers flexibility in deployment, as it can be utilized as either a managed cloud service or self-hosted on the user's own infrastructure via Docker Compose; its documentation includes guidance for single-tenant cloud deployments and ensures EU-region data compliance. Additionally, the platform accommodates custom objects, fields, agents, workflows, and front-end components through its software development kit (SDK). This makes it particularly suitable for organizations in need of a highly customizable CRM that can seamlessly integrate with their established sales workflows and AI technologies. Overall, Sigma CRM stands out as a versatile solution for enhancing customer relationship management across various industries.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Claude
No
Model Context Protocol (MCP)
No
Pricing Details
No price information available.
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
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sigma Tax Pro
Founded
2012
Country
United States
Website
sigmataxpro.com/services/sigma-1040-tw
Vendor Details
Company Name
JadenX
Founded
2019
Country
Germany
Website
www.jadenx.com/sigma-crm
Product Features
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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No