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API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Exchange
CCH ProSystem fx
ConnectWise Automate
ESET Cyber Security
Fortinet SD-WAN
HCL Commerce
HubSpot CRM
Lacerte
Mailchimp
Integrations
Microsoft Excel
Microsoft Exchange
CCH ProSystem fx
ConnectWise Automate
ESET Cyber Security
Fortinet SD-WAN
HCL Commerce
HubSpot CRM
Lacerte
Mailchimp
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Deployment
SaaS
iPhone
iPad
Android
Windows
Mac
Linux
Support
Phone Support
24/7 Live Support
Online
Support
Phone Support
24/7 Live Support
Online
Training
Documentation
Webinars
Live Online
In Person
Training
Documentation
Webinars
Live Online
In Person
Vendor Details
Company Name
EASI
Founded
1999
Country
Belgium
Website
easi.net/en/solutions/smartshare
Vendor Details
Company Name
Thomson Reuters
Country
United States
Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management