Alternatives to Jetpack Workflow

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.

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.

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 is a unique platform that helps businesses achieve their highest performance. A powerful platform that helps to improve enterprise business efficiency. It also provides a variety of unified features that provide your team with the necessary tools to succeed. PracticePro 365 is here to help you now and into the future thanks to the power of cloud scaling. PracticePro 365 is a tool that allows users to keep track of daily projects, customer information, and other operations. You can keep track of the pulse of your business no matter where you are or how you travel.

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.

All you need to manage your practice efficiently and quickly in one flexible practice management tool. You can increase productivity by breaking down complex workflows into smaller steps. You can identify who is responsible for each step, track job stages, and monitor progress with reports. To ensure compliance deadlines are met, you can automatically start jobs based on key client dates. Enhance your standard operating procedures by embedding training videos, checklists, and email templates. You can easily train employees and delegate more effectively, whether you are located in an office or remote location. You can also add as many team members you need for no additional cost. This ensures everyone works on the same platform. Pixie's automations allow you to create recurring jobs and assign work to the team. You can also request statements from clients or remind them of key dates.

Impress clients, save time and stop manually invoicing and chasing payments. Cone's intuitive software for proposals sets the standard in terms of what an accountant should expect from a powerful, yet simple product. Send professional proposals to gather payment details in advance. As soon as a proposal is signed, the project will automatically begin. No more manual labor. After proposal acceptance, projects start automatically. Boost your workflows by gaining a clear view of your team's projects, deadlines and tasks. Streamline and unlock productivity. Sending clients forms, collecting e-signatures and requesting files is all done through the client portal. No need to bother clients manually. Create invoices from proposals or projects. Supports multiple payment options like ACH, credit/debit card. We know that protecting your data is important for the success and growth of your business. That is why we have implemented a variety of measures to ensure your data's security.

All-In-One Practice Management Software designed by Accountants for Accountants. Mango Practice Management is a client-friendly suite software tools that makes it easy for small and large firms to run smoothly. It doesn't matter if you bill by time or per project, it is important to keep track of all time spent working with clients. Quickly generate invoices and send them instantly to get paid faster. With streamlined workflows, task management and workflows, you can manage all your due dates. You will be able to hit the ground running with out-of-the-box accounting templates. Secure file sharing and eSignature are the next generation. You can now share and request signatures directly from your email inbox. Mango Practice Management was created by accountants to help them run modern accounting firms more efficiently. Mango helps you identify your most profitable clients, products and associates. It gives you all the information that you need to make informed decisions.

You can manage CPAs by identifying what is needed for which client and when. Drag and drop to reprioritize and reassign work. Filter your view by due dates, status, assignee and more. This ensures that all tax preparers are always in the know and the work never stops. You can instantly pull all of your email inbox to take immediate action. You can leave a comment for tax preparers on your team, tag staff to take actions, file the correspondence into a digital client folder and add it to you to-do list. Or, simply reply as usual. You can either modify pre-made templates or create your own to make it easy for your team to follow the same workflows. Once a task has been marked as complete, the next one is automatically assigned to the correct tax preparer and appears in their to-do lists. You can keep every client's email, document, task, etc. organized at your fingertips. You can view a complete audit history in one glance. You can even pin important items to the top so you can quickly access them.

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 organized and work together with all the tools that you need to scale your business. Track and organize conversations, emails, notes, interactions, and other communications with clients. All information related to your client is available on one screen. Send winning proposals to clients and prospects. Automate your engagement letters to achieve clarity and efficiency. A well-designed and easily understood workflow will make it easier for your team to work faster. Never allow client work to slip through the cracks. Each team member is updated with their daily work via our new agenda dashboard. Complete tax return delivery solution, not just form 8789. Provide clients with detailed instructions on each client form, including payment vouchers. Collect signatures for 8879 and other custom documents. This works for both US-based and non-US companies. KBA is available, making it an IRS-compliant option. This module allows you upload any document you wish to get signatures.

A simple-to-use accounting management system that allows you to scale your business, manage your staff and meet your deadlines. You can delegate tasks and see the work of your team from a bird's eye view. Budget hours, run reports and invoice clients. All client information can be stored in one place for your entire team. Automate client data collection and follow-ups. Your passwords can be securely stored in one place for your entire team. Integrate with QuickBooks to sync your data and clients. You can attach and exchange documents with your clients and team. Increase firm profitability by identifying unprofitable customers. To streamline your workflow and maintain high quality work, you can use our best practices workflow templates (or make your own).

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.

AdminPulse helps you work smarter and more efficiently. AdminPulse allows you to grow your accounting firm while complying with all laws and regulations. Find a user-friendly and versatile online office management program tailored to your office. Your accounting firm will have a complete overview of its customers and tasks. The information you have about your clients is recorded down to the last details. You can always see your office files clearly thanks to features like task management, payment tracking, and document management. Your administration will be in order from now on and you'll have everything under control. Compare and view what you accomplish at what time. Use reports to adjust processes on a timely basis. You can optimize your accounting firm by using the data you have. It's time to offer your customers more value. This will take your office and customers to the next step.

Infowit Creative Manager helps you keep your business on track so that you can deliver on time, on budget, and satisfy your customers. Infowit Creative Manager works just like you do. It adapts to your needs, not the other way around. Infowit's unique, customizable infrastructure for Creative Manager™, is designed to adapt to your needs. This will make your team more productive and increase your bottom line. Infowit Creative Manager allows you to create your own Dashboards so you don't have to navigate through endless menus to find what you need. You can have the data if it exists. Instantly. Priorities in creative teams change constantly. Infowit Creative Manager allows you to set priorities and schedules to meet deadlines and goals. Infowit Creative Manager can notify you of any type of alert, workflow notification, job-related message, email, or automatically generated custom alert.

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.

The organization of tasks, workflows, and documents ensures that you can communicate quickly and easily with your team. This helps to increase productivity and reduce costs. 4Decision offers non-stop online access to financial data and documents for all companies. It meets high standards and provides non-stop online accessibility. It is a cloud-based, intuitive, user-friendly and completely secure system. It can be used to automate office tasks and the processes that are associated with clients' accounting services. 4Decision automates tasks, which results in higher quality and greater effectiveness. 4Decision improves the efficiency of all professional tasks and workflows. It helps businesses manage, control, and monitor tasks and workflows at all stages. 4Decision is an online service that allows you to issue and manage sales invoices. 4Decision automates data input, documents input, everyday tasks, and workflows to make it possible to organize the financial department and accounting firm.

The next generation of online software for accountants offers unprecedented flexibility and client support. Thomson Reuters Onvio represents the next evolution in online software for accountants. Onvio allows your team to collaborate online by bringing together key elements of your daily workflow. UltraTax CS integration gives you a solid set of tools to help your clients. It's accessible from any device so clients and staff can interact wherever, whenever, and however they want. Onvio provides enterprise-level security, making it the best choice for protecting your clients. Online software for accountants, which includes document management, time billing, client collaboration, and project managing.

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 connects to your bank account so you can track income, claim expenses, and calculate tax owed. It's easy to see a complete overview of your finances and figure out how much you can pay yourself each month or reinvest in your business. We will help you keep track of your bookkeeping and estimate the amount you need to save for tax so that you don't get unexpected bills at the end. You can create and send branded invoices from anywhere. The app also allows you to manage your income directly from the app. You can also set reminders to remind you of late payers. After you've put your savings aside, we'll calculate how much you still have that you can either take out to supplement your take-home pay or reinvest to grow your business. You can keep an eye on your earnings and spend, and all transactions that contribute to those numbers are available in one tap.

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).

One accounting management system that combines document management, workflows, client experiences, and document management. The most interconnected accounting platform for tax, audit advisory, management consulting, compliance, and management. Avii offers a comprehensive suite of applications that will enhance the automation of your firm and make your clients' experience better. No matter your company size, process or goals, you can choose to use the entire suite, or just the solutions that you require today. Secure document exchange within your organization Your clients can benefit from collaboration and document and task management. Allows you to customize the information flow to individuals and teams. Key information is exposed that will help you drive your company's success. Avii Intelligence powers the entire platform, bringing together all your experience. Avii Intelligence can help you improve your use of technology to achieve better results for your clients.

If you are looking for project management software to help your engineering or architecture firm, the last thing that you should worry about is whether it will deliver what you need. Base Builders' simple-to-use software was specifically designed for small- to medium-sized businesses to track time, manage projects, keep track of expenses, and more. We will handle your invoicing so that you can concentrate on building your business and designing beautiful spaces. Base Builders understands how stressful managing your business operations can be. We are former designers who managed their own businesses. We understand that your success, your team and your clients depend on a well-organized project management system. Generic software that makes your job harder is not something you should waste time with.

Star is a trusted international supplier. Star's success stems from its extensive experience and knowledge of what firms need. Star then applies that knowledge to provide a personalized service to medium-sized and large professional firms around the world. Star has the most powerful and comprehensive functionality of any practice management software designed for accounting firms. Mobile applications for expense and time entry are designed to help you keep your business moving no matter where you are. Apxium's payment portal automatically processes all client payments, which allows you to pay your bills faster and with less effort for both you and your clients. This comprehensive functionality allows you to fully control and view your resources, allowing you to manage your most valuable asset, people.

CCH iFirm can help you monitor and streamline all aspects of your tax and accounting company. The CCH iFirm Suite solutions will help you improve your office's processes, both internally and with clients. Automate your workflows and increase visibility to help you work more efficiently and offer faster service to clients. A customizable portal allows you to quickly and securely exchange documents between clients and internal staff. All client information can be centralized in one secure location to improve accuracy and make it easier to access. Schedule a demo to see CCH iFirm® Practice Manager or CCH iFirm® Client Portal. A Wolters Kluwer Solutions Consultant is available to answer any questions and help you find the right tools in your office.

You want to be innovative and customer-oriented so that clients can be guided online. You want to give clients more than they can handle and make sure they are ready for the future. You are well on your way towards fully automating the processes. Next is (online) communication. You want to do that! Your clients have one online portal that allows them to organize everything quickly and easily. This allows you to respond to today's client's needs: transparency, speedy service, and the convenience of the internet. Client Online Professional will allow you to quickly see what's happening and can provide proactive advice that allows you to offer the client added value. Client Online allows communication between employees and clients of an accountancy firm as well as between the client and the requester. The emphasis is on efficiency and online counseling for clients.

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.

Automate your practice to save money and time. Streamline your workflow by reducing administrative tasks. With high client expectations, siloed technology, and tedious admin burdens, it's never been harder to run your business. This marathon can be turned into a sprint by using a solution that you don't need to think about. It will allow you to get away from the back-office and focus on the real work. Aiwyn's platform integrates your firm's tech stack to improve revenue visibility, speed up payment cycles and enhance client experience. Receiving payments faster and turning days of outstanding sales into outstanding sales days is possible by strengthening overdue AR processes. In less than one minute, you can generate engagement letters. Spend less time managing invoices and more on ensuring that your clients' voices are heard. A platform that allows your firm to find, deploy and integrate 3rd party solution providers.

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!

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.

Full-featured platform that allows you to manage clients, invoicing, projects, proposals and estimates, as well as hours, payments, contractors, staff, contractors, contractors, and contractors. This is the perfect solution to win new clients and save time. Clientary is a professional service automation solution that covers all aspects of your business. We have helped thousands of freelancers, businesses, and agencies manage client workflows. Stop wasting time with disconnected apps, doc files, and templates. We can help you streamline your client lifecycles. From proposals and estimates to time tracking, invoicing, and payments, we make it easy for you and all your team members to have everything they need in one place. Proposals and contracts are a great way to start a client relationship. Collect signatures directly from clientary. Automatically generate invoices from estimates or billable work. You can collect payments via credit card, ACH, and other offline methods. Keep track of staff tasks and time. Plan for future hours. Manage projects with deadlines and budgets.

Alure allows you to automate your back office at a low cost. From CRM, billing, and time registration to document management, accounting, and planning. Designed to perfectly fit financial applications. Always the latest insights on customer communication and work processes. From CRM, time registration and workflows to analytics. Choose the subscription that best suits your needs. Specially developed for accountants. Your data is 100% secure in the cloud. No hidden costs, just a monthly fee for the total solution. With Alure's CRM module, you can centrally manage all your customer information and maintain a simple overview of all your relationships. You know your client, and you understand his needs. Alure's relationship management is a core feature. With just one click, you can see the status of discussions and other matters such as (outstanding invoices).

Send professional invoices and estimates. You will then receive updates. You will be paid quicker and more quickly via PayPal, checks, credit and debit cards, ACH, and credit and debit cards. You can track the quantity of goods you have in your possession to better manage what you buy or sell. Client portal allows clients to keep track all transactions that have occurred. Your team can move things forward by facilitating communication and planning. Your team will always have access to all the files in your Todos. You can quickly find clients, contacts and notes, as well as outstanding balances, in one place. In just a few clicks, track expenses and add them to your invoices. Rates are updated hourly and you can get paid in more than 160 currencies. You can view and share interactive reports and budgets in real time. No waiting until the month ends. To find the information you need, search across all transactions and clients.

The most comprehensive suite of software for Mac allows you to simplify and automate your business management. Cogilog has a range Mac software for SMEs / VSEs. Each of our software can help you save time every day by helping you keep your accounts, create your invoices and quotes, prepare your tax declarations, and produce your payslips. Our software is simple to use and user-friendly. You will always find the solution with online support and Cogilog. The software is easy to install and you can import your data with detailed walkthroughs. Our software is optimized for Macs. You will enjoy unparalleled work comfort thanks to our intuitive, bug-free, and virus-free software. Our range of software for Mac will help you increase productivity every day. No matter what size or industry of your business, our software can be tailored to meet all your requirements. Leasing or conventional fixed assets? A dedicated software allows you to manage the accounting cycle for your fixed assets.

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.

A simple tool for comprehensive project management. Visma Severa, a modern, visual professional services automation tool, brings together CRM, work hours entries and invoicing. Your entire team can optimize their work methods by identifying the most efficient methods. You know what is profitable and what is being invoiced, and how that affects your cash flow. You can improve your utilization rate and manage operations across the company using mobile devices. Every employee is crucial to the success of a project. Every employee is responsible for understanding their role and the company's overall situation. Your team can help you complete your projects by planning, delegating and resourcing. They can also record and monitor results. Give your employees a tool to manage their work.

Instead of a slew of emails back and forth, clients can schedule a time with a specific tech or next available team member on the calendar. ServiceTree was created to meet the specific needs of an MSP and is based on data and analytics from more than 100,000 tickets. ServiceTree is a Chrome extension that integrates seamlessly into your daily operations. Techs can simply click to get started with their next ticket after a quick setup of 5-10 minutes. You, as the manager, will have a different view of your techs. The manager will see the five next tickets that the techs must work on. Techs can hit one OpenNext™, button, which automatically changes the status from in progress to in progress and begins time tracking. ServiceTree's patented OpenNext(tm technology is revolutionizing professional services automation within the MSP industry.

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.

FieldAware's field service software is designed to be the central point of your daily operations. FieldAware's field service management software streamlines tedious processes such as dispatching, scheduling, and invoicing. It also gives your field staff vital information that they can access, which helps them to be more productive. It is called the FieldAware Field Services Hub and is the next step to operational efficiency. FieldAware software is designed to speed up the scheduling process and optimize field team's work time. Our software automatically optimizes the schedules of your entire team by simply entering their service areas, expertise, past projects, and clicking a button. It also sends it to their smartphone app in real time. FieldAware's Field Service Hub simplifies field service management and places the technology's focus where it is most needed -- in the field. Our robust capabilities and features will help you service organization deliver high-impact results.

SherpaDesk, an all-in-one helpdesk program, is easy to use. Professional services with all the tools you need You can run your business and have the time to do what you love best: Your customers will receive world-class support

Software that combines support coordination and practice management software. It is efficient and profitable. Project management involves managing many interrelated budgets, communications, and documents between the client, builder, consultants, council, and your team. If you're efficient and don't lose a beat, it can be very lucrative. eTrack's contract management module will help you keep track of everything. It tracks contract details, budgets and requests for information (RFI), architects instructions, AI), trades and material, claims and payment, variation requests (VR), and variation quotes (VQ), contract amount adjusts (CSA), or variations, extensions, time (EOT), defects and meeting minutes, insurances compliance, and more. eTrack can help you manage multiple projects and teams.

The Polaris self-driving Professional Services Automation (PSA), uses advanced technology to analyze real time data and make recommendations to keep projects, resources and finances on track. You can get real-time visibility to all metrics with MissionControl in Polaris PSA. All your financials, resourcing, and project information can be found in one place. You are in control of your business and can make quick corrections. You can quickly adapt to changes by leveraging historical and current information. Your framework and method for managing projects, financials, and resources can be defined. You can easily enforce standard processes, formats and data across your organization. Configurable PSA software makes it easy to get everyone on the same page and ensure consistency in execution and growth.

Tessaract, a powerful business management software that is cloud-native and code-free, automates workflows to help professional services firms in B2B grow their business. Tessaract offers many modules, including practice management, case management and workflow management.

On-Premise PSA Software that is affordable for small to mid-sized IT Service Providers and MSPs. RangerMSP makes it easy to manage your IT services business. You should be focusing on customer service, winning more customers and growing your business. RangerMSP is easy to use. Installation is fast and you can get up and running in no time! It requires very little training. It will amaze you how quickly it can help you keep track of everything and stay on top. RangerMSP automates IT service businesses and managed service providers since 2004. It has evolved based upon actual user feedback. This is how we have made the software exactly what you want. All data is stored on your server, on-premise or in the cloud. You can set the security level and have direct access to the database for external reporting. The database is available and your data is yours. You can keep it forever.

DT Practice provides a unique, big-picture view that gives you valuable insight into your business. It also guarantees unparalleled client service and ensures your firm's peak productivity. DT Practice is more than an accounting software. Time-saving paperless billing features allow you to bill clients quickly, create customized electronic invoices, statements, publish invoices online, and accept credit card payments. You can quickly and easily record time and expenses, and bill clients using any billing method (fixed-fee or progress), and you can even accept credit card payments. You can also create custom invoices and statements, track and record accounts receivable transactions, and create detailed reports. To improve client service and reduce time, you can now quickly create secure client portals in DT Practice.

Increase your office's profitability by gaining a 360-degree view of customers, working more efficiently and gaining a complete understanding of their needs. Cloud computing is easy to use and geared towards your success. Radar360 is a partner for accounting firms of all sizes. Our system increases the efficiency of file management and customer communication with SharePoint integration. We will take care of the manual tasks so you can focus on your service. Radar360 is a vital part of many companies. The employees start their day with a detailed overview of the tasks and all the information they need about the customers to do their job properly. Specific reports ensure budgets are tracked and customers are kept informed. Radar360 believes it is important for every office to benefit from our CRM system, no matter how big or small. Our rates are transparent and accessible.

Athena Workflow is an accounting software that simplifies the accounting firm's workflow. It is your task management software that will simplify your life and help you save time, money, and organize your practice. This software gives you the ability to manage your tasks and jobs in a way that is both timely and real-time. This software will also meet the needs of every company. Our mission is to provide accounting practices with a North American software designed by accountants for accountants. It is intended to help them organize their accounting tasks and store various information in digital. A single software that empowers accounting practices and is an alternative to most accounting professionals, it also contributes to the well-being of the planet. It is your task management software that will simplify your life and help you save time, money, and organize your practice.