Alternatives to Jetpack Workflow

Project Insight is a project and portfolio management software for growing companies. It centralizes project data from across expanding teams and multiplying software systems to streamline workflows, automate processes, and help you make confident, data-driven decisions about your business. Project Insight also empowers you to manage work at the project, program, and portfolio levels–simultaneously. Identify priorities and keep work aligned with strategic objectives. Track cross-level progress, resources, budgets, and risks & take immediate action from a centralized hub that automatically notifies teams of adjustments. Integrate & sync project data between the software tools you are already using like Azure DevOps, Jira, Microsoft Project, and ServiceNow. Optimize cross-team workflows, reduce double-entry, and get a clear picture of capacity, progress, budgets, and risks across your organization.

Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

PracticePro 365 stands out as an exceptional software solution, meticulously crafted to elevate your business to its highest potential. This robust platform is committed to enhancing operational efficiency across enterprises, offering a comprehensive suite of integrated features that equip your team with vital resources necessary for thriving in a competitive landscape. With the advantage of cloud scalability, PracticePro 365 is designed to support your business now and anticipate its needs in the future. As the evolution of work shifts away from conventional office environments, PracticePro 365 empowers users to stay informed about ongoing projects, human resources, customer interactions, and overall company operations. Regardless of your location or mode of travel, you can effortlessly keep a finger on the pulse of your business, accessing crucial information when it matters most, ensuring that you are always in control and prepared for what lies ahead.

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.

Discover a comprehensive and adaptable practice management tool designed to streamline your operations and accelerate productivity. By breaking workflows into manageable steps, you can significantly boost your team's efficiency. Clearly define responsibilities for each task, monitor different job phases, and keep an eye on progress via detailed reports. Initiate projects automatically based on crucial client dates, and utilize internal deadlines to guarantee that all tasks are completed well ahead of compliance requirements. Improve your standard operating procedures by incorporating training videos, useful links, checklists, and email templates directly into the system. Regardless of whether your team operates in an office or remotely, you can effortlessly train new employees and delegate tasks with greater effectiveness. Additionally, you can invite an unlimited number of team members at no additional cost, allowing everyone to collaborate on the same platform seamlessly. Leverage Pixie's automation features to establish recurring tasks, automatically assign responsibilities to team members, request client statements, or send reminders for important dates. This holistic approach not only enhances productivity but also fosters a more organized and efficient workflow for your entire practice.

Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.

Mango Practice Management is an all-inclusive software solution developed by accountants specifically for accounting professionals. This user-friendly suite of tools enables firms, regardless of size, to operate smoothly and efficiently. Whether billing is based on time or projects, it is essential to meticulously track all hours dedicated to client work. The software allows for swift invoice generation and seamless delivery, ensuring quicker payments. Additionally, it offers effective management of due dates through optimized workflows and task organization. Equipped with pre-built accounting templates, users can immediately start utilizing the software. The innovative system for secure file sharing and electronic signatures has transformed the way documents are handled, allowing users to send and obtain signatures directly from their email without the hassle of cumbersome portals. Designed by accountants, Mango Practice Management addresses the complexities of modern firm operations, helping users identify their most lucrative clients, products, and partnerships. With crucial insights readily available, decision-making becomes more informed and strategic. Ultimately, Mango equips accounting professionals with the necessary tools to thrive in a competitive environment.

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling. TPS offers an option for a multi-office database that allows the firm to operate one data file but report by the office and partner. TPS includes the latest in analytical tools including MS Power BI. It also offers a full MS Office 365 Outlook bi-directional synchronization. If needed it also offers a full QuickBooks Online bi-directional synch and portal. TPS also works closely with its clients to ensure the system provides the simplest, yet most flexible methods for all the elements of the program.

Infowit Creative Manager is designed to keep your business organized and ensure timely deliveries while staying within budget and keeping customer satisfaction high. It aligns with your working style, adapting seamlessly to your processes instead of forcing you to change. With its customizable framework, Infowit’s Creative Manager™ enhances team productivity and positively impacts your financial outcomes. You can create personalized Dashboards, eliminating the hassle of navigating through numerous menus to access the information you need. If the data is available, you can access it immediately without delay. Given the ever-shifting priorities in creative teams, Infowit Creative Manager empowers you to establish specific schedules and priorities to achieve your objectives and meet deadlines. Whether you require a custom alert, a workflow notification, a job-related message, or an email, Infowit Creative Manager ensures you stay informed and in control of your projects at all times. This level of responsiveness allows for a more streamlined approach to project management, ultimately fostering a culture of efficiency and accountability within your team.

Enhance your productivity and operational efficiency with AdminPulse, allowing your accounting firm to expand while seamlessly adhering to legal requirements. Explore a flexible and intuitive online office management solution specifically designed for your organization. Gain a comprehensive understanding of your clients and tasks within the accounting sector, as every detail regarding your customers is meticulously recorded. With essential tools like task management, payment tracking, and document organization, you will maintain clarity over your office's documentation. Consequently, your administrative tasks will always be streamlined, keeping everything organized and manageable. You can monitor and analyze your productivity over time, utilizing reports to refine your workflows as necessary. With current insights at your fingertips, you will be able to enhance your accounting firm's efficiency further, ultimately saving valuable time. This newfound efficiency empowers you to deliver greater value to your clients, elevating both your practice and customer satisfaction to unprecedented heights. Consequently, your firm is poised for continued growth and success.

Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.

4Decision streamlines tasks, workflows, and documents to ensure that communication remains user-friendly, clear, and efficient, while also boosting productivity and reducing costs. With high standards and constant online access to all financial data and documentation, 4Decision offers an intuitive and secure cloud-based platform. This system facilitates daily office tasks and processes related to accounting services for clients. By automating routine activities, 4Decision enhances the quality and efficiency of users' work. Furthermore, it improves the overall performance of all professional tasks and workflows, assisting in business management by enabling control and monitoring of tasks at every step. 4Decision also functions as a complimentary online service for creating and managing sales invoices, automating the input of data and documents, and optimizing the operations of financial departments and accounting firms. Users can expect a significant transformation in how their financial processes are organized and executed.

Thomson Reuters Onvio represents the next phase in the development of online accounting software, delivering unmatched flexibility and enhanced client service. By consolidating essential elements of everyday operations into a single digital platform, Onvio enables your team to collaborate efficiently, adapting swiftly to the demands of an evolving industry. With the integration of UltraTax CS, you gain access to an extensive suite of tools designed to assist your clients effectively. Additionally, its compatibility with any device ensures that both your staff and clients can communicate and collaborate whenever and wherever they prefer. Most importantly, Onvio prioritizes security, providing enterprise-level protections that position you as the foremost safeguard for your clientele. This innovative online software also incorporates features such as document management, time and billing, online client collaboration, and project management, making it a comprehensive solution for accountants in today's dynamic environment. As a result, firms can enhance their operational efficiency while delivering superior service to their clients.

TimeHero is the only task manager that schedules your work automatically, so you can get more done. TimeHero can help you add to-dos, events, or whole projects to your calendar and TimeHero will find the right time to complete them. TimeHero will notify you of any risks and reorganize your schedule as they arise. Start your FREE trial today, perfect for small businesses and productivity enthusiasts!

Coconut seamlessly integrates with your bank account, allowing you to monitor your earnings, claim deductions, and calculate your tax liabilities efficiently. With a clear snapshot of your financial situation readily available, determining how much you can draw for personal use or reinvest into your business each month becomes a straightforward task. Our platform is designed to keep your bookkeeping organized and provide accurate estimates of your tax savings, ensuring you won’t face any unexpected financial surprises during tax season. You can generate and dispatch customized invoices while managing your earnings directly from the app, and our convenient reminders will assist you in keeping track of overdue payments. Additionally, we’ll calculate the amount you can withdraw after setting aside savings, either as personal income or for reinvestment to foster business growth. With just a single tap, you can easily access and review all your incoming and outgoing transactions, giving you a comprehensive understanding of your financial landscape. Overall, Coconut empowers you to maintain financial clarity and make informed decisions for your business's success.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

An all-in-one accounting management solution designed to streamline document handling, workflows, and client interactions. This platform stands out as the most connected practice management tool available for various accounting services, including tax, audit, advisory, management consulting, and compliance. Avii offers a comprehensive suite of applications aimed at boosting your firm's automation processes while enhancing the overall experience for your clients. Whether you operate a large firm or a smaller one, you have the flexibility to choose the complete suite or only the specific solutions that align with your current needs. It ensures secure document sharing within your organization while facilitating collaboration and task management with your clients. The system allows you to tailor the flow of information to the appropriate individuals and teams. By highlighting critical insights, it empowers you to drive your firm toward greater success. With Avii Intelligence powering the platform, all aspects of your operations are consolidated in one place, ultimately enabling you to optimize technology usage for improved outcomes with your clients. This holistic approach not only simplifies workflows but also fosters stronger relationships and drives efficiency across your firm.

When searching for project management software tailored for your architecture or engineering firm, the last concern you should face is its capability to meet your specific requirements. Base Builders offers user-friendly software uniquely crafted to assist small to mid-sized firms in tracking time, managing projects, monitoring expenses, and much more. We take care of invoicing, allowing you to concentrate on expanding your firm and creating beautiful designs. At Base Builders, we recognize the complexities involved in managing the operational side of your business, as we are former designers who have owned firms ourselves. Our experience equips us to understand that the success of your business, your team, and your clients relies on an efficient and well-organized project management solution. You simply cannot afford to waste precious time on one-size-fits-all software that complicates your work. Instead, choose a system designed with your industry challenges in mind, ensuring streamlined operations and enhanced productivity.

Star stands out as a reputable global supplier, drawing on its extensive experience and keen insight into the needs of businesses, which enables it to deliver tailored services to medium and large professional firms across the globe. The practice management system offered by Star is unrivaled in its depth and capabilities, specifically designed for accounting firms. With mobile apps available for recording time and expenses, the workflow remains uninterrupted no matter your location. Additionally, client payments are seamlessly processed through the Apxium payment portal, streamlining the billing process for both you and your clients, making it faster and more efficient. Star's system encompasses a wide array of robust features that ensure complete oversight and management of resources, allowing you to effectively oversee your most critical asset: your people. This comprehensive approach not only enhances operational efficiency but also strengthens client relationships through improved service delivery.

Enhance and optimize all facets of your tax and accounting firm with CCH iFirm, a comprehensive suite designed to refine both internal operations and client interactions. By utilizing the CCH iFirm Suite, you can automate workflows and gain better visibility, enabling more efficient work processes and quicker service delivery to clients. Safely and swiftly share documents with clients or colleagues through a customizable portal, ensuring streamlined communication. Consolidate all client data into a single, secure repository for enhanced accuracy and ease of access. Explore the features of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by arranging a demo without any obligations. Should you have any inquiries, a consultant from Wolters Kluwer Solutions is ready to assist you in identifying the best tools tailored for your business needs. Additionally, consider how these solutions can transform your operations and elevate your client service experience.

As a forward-thinking and client-centric organization, your goal is to steer clients through the online landscape with proactive guidance. You aim to exceed client expectations consistently while ensuring they are equipped for whatever lies ahead. Progress towards full automation of your processes is already underway, and the next phase involves enhancing your online communication with clients, which you are eager to develop further. You envision a unified online portal that allows clients to manage their affairs seamlessly and transparently. This approach caters to the modern client's demands for clarity, quick responses, and the ease of online interaction. With Client Online Professional, you will gain insights more rapidly, enabling you to provide proactive recommendations that deliver immediate value to your clients. Furthermore, Client Online streamlines communication among the accountancy firm's staff, their clients, and other stakeholders, emphasizing efficiency and online advisory services to enhance the overall client experience. This initiative will not only improve service quality but also strengthen client relationships, positioning your firm as a leader in the digital age.

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

Senta, a cloud-based, dynamic platform for practice management, was created to make accountant practices more profitable and scalable, as well as to provide great customer service. Senta practice management allows you to power up your accounting or bookkeeping practice with a simple-to-configure CRM and powerful workflows, integrations, and our best client portal. We will help you grow your business and provide outstanding service to your clients every day. Senta can help you automate your work, and provide all the information you need to grow a service-oriented culture.

Transform your team's efficiency with automation that reduces expenses and conserves valuable time. Streamline your operations by minimizing administrative duties. In today's landscape, managing your firm has become increasingly challenging due to rising client demands, fragmented software systems, and overwhelming administrative tasks. Instead of a long-distance race, make it a quick sprint with an intuitive solution that allows you to focus on what truly matters. Aiwyn’s platform seamlessly integrates all your technology for improved payment cycles, enhanced revenue insights, and a more satisfying client interaction. Experience quicker payment collection, converting days sales outstanding into exceptional sales days by strengthening your overdue accounts receivable practices. Create engagement letters in under a minute, freeing you from chasing invoices and enabling you to prioritize your clients’ needs. This platform empowers your firm to discover, implement, and collaborate with third-party solution providers effortlessly, ensuring you remain ahead in a competitive market. Ultimately, this innovative approach supports a more agile and responsive business model.

With Alure, accountants can effortlessly and cost-effectively streamline their office's back-end operations. The platform encompasses everything from CRM and time tracking to invoicing, document management, scheduling, and accounting, ensuring it is ideally suited for financial applications. Users benefit from real-time updates regarding customer interactions and operational processes, with comprehensive features that span CRM, time tracking, workflows, and analytics. Choose from various subscription options that best meet your specific needs, as Alure has been specially designed to address the unique challenges faced by accountants. Your data remains completely secure in the cloud, and you won’t encounter any surprise charges—just a fixed monthly fee for an all-inclusive solution. The CRM module of Alure allows for centralized management of all customer information, providing a straightforward overview of your client relationships. Understanding your client leads to identifying their needs, which is why Alure prioritizes relationship management. Additionally, you can effortlessly track the status of discussions and issues, such as outstanding invoices, with just a single click, making it a highly efficient tool for accounting professionals. This level of integration and ease of use ultimately enhances productivity and fosters stronger client relationships.

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.

Streamline and automate your business operations using the most comprehensive software suite designed for Mac users. Cogilog provides a selection of software tailored for small and medium-sized enterprises (SMEs) and very small enterprises (VSEs). Our tools are perfect for handling your accounting tasks, creating quotes and invoices, generating payslips, and preparing tax returns, all while saving you invaluable time each day. Easy to navigate and user-friendly, our applications come with extensive online assistance and dedicated support from Cogilog, ensuring you always have access to the solutions you need. Installation is quick and hassle-free, and importing your existing data is simple with our step-by-step guidelines. Each program is specifically crafted and optimized for the Mac platform, guaranteeing a seamless user experience with software that is both intuitive and free from bugs or viruses. Boost your daily productivity with our diverse range of Mac software, which is flexible enough to meet the varying demands of any business, regardless of its size or industry. Whether you are managing conventional or leased fixed assets, our specialized software will help you effectively oversee the accounting cycle for your fixed assets. With Cogilog, you can confidently handle your business tasks and focus on growth.

SQUAVA is a time-tracking, project management, accounting, and forecasting tool for professional service firms. It combines all of your business's day-to-day operations in one online, outof-the-box software. SQUAVA's intelligent workflows and features make it easy to focus on the important tasks that will build your business and make money. You can answer difficult questions such as: When should I hire? How much work do I have? Our simple pricing plan scales with you business and easily pays off with the time and money that you save. We train and onboard our customers without any upfront costs. You pay monthly, just like your cash flow. SQUAVA is the software that you've been searching for to manage your business. It's amazing!

Generate and dispatch professional invoices and estimates while receiving timely update notifications. Accelerate your payment process with options including cash, checks, ACH, credit and debit cards, as well as PayPal, ensuring you get paid promptly. Maintain oversight of your inventory to enhance your purchasing and sales strategies. The client portal enables your customers to monitor all their transaction history effortlessly. Empower your team to advance projects with straightforward planning and seamless communication. All files related to your tasks reside in one secure location, guaranteeing your team can access them whenever needed. Instantly locate clients, contacts, notes, and outstanding balances all in a single view. Monitor expenses related to your clients and easily incorporate them into invoices with just a few clicks. Accept payments in over 160 currencies, with exchange rates refreshed hourly. Analyze and distribute interactive reports while budgeting in real-time, eliminating the need to wait until the end of the month. Effortlessly search through all transactions and client information to quickly retrieve the data you need, enhancing overall efficiency. This comprehensive system optimizes your financial management and client interactions, streamlining your workflow significantly.

Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

JAMIS Prime, the most intuitive and flexible project ERP solution for government contractors, offers integration across all key business components. Prime uses the most up-to-date Cloud ERP technology to allow you to connect with customers, employees, and other value chain businesses via web-enabled devices. All JAMIS Prime ERP applications include dashboards & Analytics, document management, advanced security, and integration with Microsoft Office features. Integrated document management allows you to store business plans, policies and forecasts online. These documents can then be linked to ERP transactions to give you a complete view. Effective contract management is essential to ensure that goods and services are delivered on time and that engagements are profitable.

Rather than dealing with a barrage of emails, clients can easily select a time on the calendar with a designated technician or the next available team member. ServiceTree is tailored specifically for the unique requirements of Managed Service Providers (MSPs), built using insights gained from over 100,000 service tickets. This platform integrates effortlessly into everyday workflows as a downloadable Chrome extension. With a quick setup that takes only 5-10 minutes, technicians can efficiently transition to their next ticket with just a click. Managers benefit from a different interface compared to their technicians, allowing them to view the upcoming five tickets assigned to the techs. By pressing the OpenNext™ button, technicians can instantly change the ticket status to "in progress" while initiating time tracking. ServiceTree is making significant strides in transforming professional services automation within the MSP sector through its innovative OpenNext™ technology, making operations smoother and more efficient than ever before. This approach not only enhances productivity but also improves client satisfaction by streamlining communication and service delivery.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

FieldAware's field service management platform serves as the central hub for your everyday operations, streamlining time-consuming tasks such as scheduling, dispatching, and invoicing to enhance the efficiency of your field personnel by providing essential project information readily available. This innovative solution, referred to as the FieldAware Field Service Hub, represents a significant advancement toward achieving operational excellence. The software efficiently manages the scheduling process and maximizes the productivity of your field team; by entering details such as service areas, expertise, and historical project data, the system can automatically optimize schedules for the entire team with just a click, instantly sending updates to their mobile devices. Moreover, the FieldAware Field Service Hub simplifies the complexities of field service management, ensuring that our technology prioritizes what is truly important—supporting operations in the field. With our comprehensive features and functionalities, your service organization can achieve impressive results that have a lasting impact on your business. Ultimately, FieldAware empowers your team to focus on what they do best while our software takes care of the intricacies.

Visma Severa is an intuitive and visually appealing tool designed for thorough project management, integrating various aspects such as CRM, time tracking, project management, and invoicing. It empowers teams to discover optimal workflows, enabling specialists to refine their processes effectively. With this tool, you can easily track profitability, invoicing, and its impact on cash flow, ensuring that you stay informed. Enhance your company's utilization rate and oversee operations seamlessly, even from mobile devices. The success of any project hinges on the contributions of each team member, so it’s vital that everyone is clear on their roles and responsibilities while grasping the broader company context. By utilizing this tool, you can ensure successful project completion through collaborative planning, delegation, resource management, and performance tracking. Equip your employees with a reliable solution to streamline their work and boost productivity, fostering a culture of efficiency and accountability within the organization.

DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.

Tessaract stands out as a robust business management platform that provides an innovative cloud-native solution for workflow automation without the need for coding, enabling B2B professional services firms to enhance their growth by improving productivity and resource efficiency. It encompasses a range of modules, including practice management, case management, workflow management, document management, digital signature capabilities, and accounting tools. Our offerings prioritize client needs, with a strong emphasis on the legal profession, to guarantee optimal interactions. We adopt an ongoing development approach, continuously adapting to the genuine requirements of our users, which has refined the processes related to clients, cases, and documents into a remarkably clear and effective product. Ultimately, our commitment to evolution ensures that Tessaract remains at the forefront of business management solutions.

An all-encompassing software solution for practice management and support coordination is essential for achieving efficiency and profitability. Managing a construction project entails overseeing numerous interconnected budgets, communication channels, and documentation involving the builder, client, consultants, council, and your team. It can prove to be highly rewarding, provided that you maintain exceptional efficiency and keep everything in check. With eTrack’s contract administration module, you can stay organized by managing contract specifics, budgets, requests for information (RFI), architects’ instructions (AI), trades and materials, claims and payments, variation requests (VR), variation quotes (VQ), adjustments to contract sums (CSA), time extensions (EOT), defects, meeting records, insurances, compliance requirements, and much more. When handling multiple projects assigned to various teams and staff members, eTrack ensures transparency and grants you comprehensive control over the entire process, allowing for seamless oversight. This level of organization not only enhances productivity but also significantly reduces the risk of oversights that could lead to costly delays or errors.

Ottimate (formerly Plate IQ), the leading AI for AP automation, is a product of Ottimate. Ottimate, an AI-powered AP automation, provides a smarter, more efficient way for AP managers to manage the invoice lifecycle. This includes controllers, CFOs, and approvers. Ottimate's deep learning capabilities allow it to understand your business and AP processes down to the line item, supporting a customized approval and payment workflow. Ottimate eliminates over 90% manual accounting processes and provides insights into invoices, spending and expenditures. This helps finance professionals discover growth opportunities. This allows CFOs to make better strategic decisions and improve the day-to-day of their entire team.

Achieve a thorough understanding of your customers, enhance operational efficiency, and boost your office's profitability with ease. Our cloud-based solutions are designed to be user-friendly and centered around your success. Radar360 serves as a valuable partner for accounting firms of all sizes. Our platform enhances customer communication and file management through seamless SharePoint integration, automation of workflows, and additional features. While you concentrate on delivering your services, we handle the tedious manual tasks. For numerous clients, Radar360 has become an essential element of their operations. Each morning, employees access a detailed overview of tasks along with all necessary customer information to execute their responsibilities effectively. Tailored reports provide insights that help keep budgets in check and ensure clients are kept up to date. At Radar360, we are committed to making sure that every office, regardless of size, can reap the rewards of our CRM system, which is why we offer clear and affordable pricing options. Embrace the future of your business with Radar360 and watch your productivity soar.

Athena Workflow is a software solution specifically designed for accounting practices, aimed at streamlining their operational processes. This task management tool helps enhance your efficiency by saving precious time and money while keeping your practice organized. With its features for job management, task delegation, and real-time updates, you can confidently complete your work promptly, catering to the unique demands of each client. Our objective is to provide accounting professionals with a North American software crafted by accountants, ensuring that the organization of accounting tasks is both effective and efficient, while securely storing various digital information. By equipping accounting firms with a comprehensive software solution, we strive to support the broader goals of most accounting practitioners and promote eco-friendly practices, ultimately contributing to the well-being of our planet. In this way, Athena Workflow not only serves as a time-saving tool but also reinforces a commitment to sustainability in the accounting industry.

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.