FinKoper Description
FinKoper CRM is designed for Accounting firms.
Features:
Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers.
Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant.
Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window.
Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload.
Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.
FinKoper Alternatives
Canopy
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Soraban
Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
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Engager.app
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
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AccoAI
Streamline your operations by substituting multiple software applications with robust tools for workflow management, client tracking, and automation. Atlas seamlessly updates your calendar events while transforming incoming client requests into actionable workflow tasks. With Atlas Chat, you can efficiently manage task creation and event scheduling, all while providing clients with immediate access. Feel free to inquire anything from Atlas. All client data is systematically organized into profiles, showcasing recent interactions, stored documents, notes, and valuable insights from Atlas. The platform drafts responses for incoming emails, generates email communications upon request, and refreshes your workspace based on email content. You can delve into productivity metrics and time usage, receiving comprehensive insights. Additionally, assess the performance of your top clients, evaluate the productivity of your most dedicated employees, and gain a clearer understanding of your own work habits. This holistic approach to managing your client interactions ensures that no detail is overlooked.
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Pricing
Pricing Starts At:
€5/month
Free Trial:
Yes
Integrations
Company Details
Company:
Alfa Solution spol. s.r.o.
Year Founded:
2022
Headquarters:
Czech Republic
Website:
www.finkoper.com
Media
CRM Preview
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Product Details
Platforms
Web-Based
Windows
iPhone App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support
FinKoper Features and Options
CRM Software
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
Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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