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Description
Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs.
We are offering 3-months free. Pricing is simple, too. Everything we build, which includes:
Built-in CRM,
Matter management,
Task management,
Calendar management,
Document management,
An optional Client Portal,
Robust custom Reporting,
And so much more.
All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.
Description
You feel trapped because you are overworked and undervalued. Clients need a trusted financial partner. TaxPlanIQ is here to simplify your life and show the immense value you can offer. Jackie Meyer, our founder, overcame the many challenges that frustrate most firm owners. The result? The result? A thriving business that earned hard-earned money for her clients. These business-building best-practices are now used to coach thousands of accountants, transforming their businesses in the process. Together, we'll walk you through your first tax plan so that you and your clients can see the return on investment. This platform is designed to increase your value and give your business control. Every accountant firm owner should have the tools to make their work easier and show clients their true value.
API Access
Has API
API Access
Has API
Integrations
8am LawPay
Confido Legal
Docusign
Dropbox
Google Calendar
Knolli
QuickBooks Online
Integrations
8am LawPay
Confido Legal
Docusign
Dropbox
Google Calendar
Knolli
QuickBooks Online
Pricing Details
$39/user/mo, billed annually
Free Trial
Free Version
Pricing Details
$300 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SimpleLaw
Founded
2005
Country
United States
Website
www.simplelaw.com
Vendor Details
Company Name
TaxPlanIQ
Founded
2020
Country
United States
Website
www.taxplaniq.com
Product Features
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Product Features
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning