Alternatives to Mango Practice Management

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.

Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.

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.

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

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.

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.

Integrating your Quality, Health, Safety, and Environmental Management systems into a Cloud-based platform and a Mobile App can greatly enhance organizational efficiency. Clients utilizing Mango for their QHSE compliance come from a diverse range of industries and are situated in various regions, including the United Kingdom, Australia, New Zealand, and South Africa. The assurance of our ISO 9001 and ISO 27001 certifications underscores our commitment to quality management and the protection of your information. By leveraging Mango, your consulting firm can unlock new recurring revenue streams while providing substantial value to your clients, setting you apart from the competition. The Cloud-based nature of Mango indicates that it represents the future of compliance management in the industry. With Mango in your arsenal, you can offer your clients a more streamlined and cost-effective approach to fulfilling their compliance requirements, all while simplifying their processes. As a widely recognized Compliance Management solution created by Mango Limited, it continues to evolve to meet the needs of various organizations.

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.

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.

BrightManager serves as a cloud-centric practice management system specifically designed for accounting and bookkeeping firms, streamlining administrative tasks and enhancing client management from the initial onboarding to the final service delivery. The platform features a client timeline that meticulously logs and timestamps every client interaction, including email openings, document signatures, and form completions, thereby facilitating comprehensive audit trails and ensuring liability protection. Among its capabilities are advanced onboarding automation, integrated task and time-tracking functionalities, customizable forms, templated workflows, a secure client portal for document sharing and e-signatures, as well as automated communication options through email and SMS. Additionally, BrightManager's Insights Hub offers detailed reporting on productivity metrics, outstanding work-in-progress, and client profitability analysis. By focusing on customization and seamless integration, the platform empowers firms to optimize repetitive administrative processes, consolidate client information in a single location, and ultimately enhance team efficiency, allowing them to devote more time to serving their clients effectively. This comprehensive approach not only improves operational efficiency but also fosters stronger client relationships through improved communication and service delivery.

Clarity Practice Management (CPM) represents a pioneering client-focused practice management SaaS designed specifically for CPAs, accountants, tax preparers, and firms of all sizes. Our platform enhances the overall value of your practice while alleviating the burden of non-billable management tasks that can consume valuable time. The inspiration for Clarity Practice Management originated from a real-life relationship between an accountant and their client nearly a decade ago. With CPM, service providers and clients can seamlessly engage through a single, user-friendly platform, setting it apart from any other service available on the market today. This innovative solution not only streamlines communication but also fosters a more productive and collaborative environment for all parties involved.

If you're aiming to design Menu Boards, share information with your staff, display social media feeds, or highlight local weather, news, and events, MangoSigns offers a comprehensive solution through its secure cloud-based platform. This user-friendly software comes packed with hundreds of animated templates and enterprise-level features, all at a budget-friendly price. Setting it up takes just a few minutes, utilizing commonly available hardware. With MangoSigns digital signage software, you can effectively engage your audience across your business, requiring only a screen, a compatible device to run the MangoSigns player, and internet connectivity. The system is compatible with various hardware options; simply connect it to your television or utilize a smart TV. You can easily find the MangoSigns player in your device's app store or download the installer directly from your dashboard for installation. Once set up, you'll have the ability to effortlessly update content and announcements in real-time, ensuring your audience stays informed and engaged.

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.

Mango is the leading platform designed for the large-scale creation of AI-driven SEO content. It offers limitless content generation and seamless integration with WordPress, allowing for automated AI programmatic SEO. Used by companies globally, Mango can craft comprehensive SEO strategies and generate content for any keyword or keyphrase imaginable. It excels in producing both short-form and long-form content, making it particularly effective for enhancing SEO efforts. In addition, writers and agencies utilize Mango for various types of articles, in-depth keyword analysis, and efficient programmatic SEO solutions. By streamlining the content creation process, Mango significantly lowers the costs associated with generating high-quality, SEO-focused content. Furthermore, it checks for duplicate content across the web and provides solutions to rectify any issues, as having excessive duplicate content can harm a website's Google rankings. Mango SEO also facilitates webpage audits, enabling users to perform real-time analyses and receive actionable insights to bolster their SEO performance, ensuring that businesses stay ahead in the competitive digital landscape. Ultimately, Mango empowers users to refine their online presence and maximize their visibility through strategic content creation and optimization.

Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.

Engage in trading across all on-chain platforms, including order books, while maintaining control over your assets. Enjoy permissionless access with leverage options of up to 5x. You can generate interest from your deposits and secure fully collateralized loans using your current holdings. The risk management system of the Mango protocol enables you to withdraw your borrowed funds efficiently. Mango aims to combine the liquidity and user-friendliness of centralized finance with the cutting-edge innovations found in decentralized finance. Our entire project is accessible as open source, inviting anyone to utilize and enhance it. Each component of the Mango protocol is designed to be transparent and collaborative. You can run, modify, and contribute to this community-led initiative. Liquidators play a vital role in safeguarding lenders' capital, ensuring that protocol assets remain secure even amidst rapid market fluctuations and potential borrower defaults. Discover the principles of market making on the Mango protocol and earn $MNGO as a reward for providing liquidity to traders on Mango Markets. New contributors are always encouraged to join us! We pledge to allocate a significant share of the DAO's power and resources to those who contribute in the future, fostering a robust and equitable community.

CID Practice Management is a comprehensive solution tailored for the administration of your accounting firm. It enables you to efficiently oversee various aspects such as time management, client relations, employee oversight, tax matters, and overall productivity. This tool equips you with essential features that enhance the organization of your accounting and tax operations, allowing you to stay informed about the status of vital issues whenever needed. For the first time, you will have the capability to monitor the crucial facets of your practice as they occur, providing a sense of control and immediate insight. We believe that you will be genuinely pleased with what CID has to offer, as it delivers a wealth of information that is often elusive, putting valuable data right at your fingertips. By utilizing this program, you can experience a paradigm shift in how you manage your firm, making it easier to identify areas for improvement and growth.

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.

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.

ViralMango is a platform that helps creators gain visibility and discover new influencers. ViralMango's Personalized Media Kits include live metrics, widgets for linking, past collaborations and more. The platform allows creators to easily share their portfolios on social media platforms. This increases visibility and opens up new collaboration possibilities. We facilitate seamless collaboration by bridging top brands with content creators.

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.

The quickest way to capture your screen, record videos, and share them at no cost is through TinyTake, a free software designed for both Microsoft Windows and Mac users. With TinyTake, you can effortlessly capture images and videos of your screen, annotate them with comments, and share them within minutes. This tool, created by MangoApps, enables you to record videos for up to 120 minutes while also allowing you to take screenshots. You can enhance your screenshots using various markup tools like text boxes, arrows, and highlights. Once your content is ready, you can easily publish it online, obtain a shareable link, and keep track of your past captures. TinyTake stands out as a reliable solution for those seeking a free and efficient way to document and share screen activity.

MangoGem created the MangoGem APS Optimizer to optimize planning and scheduling. This tool was designed to go beyond current APS systems and make it accessible and easy for organizations of all sizes. It employs a unique combination mathematical optimization methods, heuristics, and other advanced information technology like artificial intelligence. MangoGem's APS Optimizer can help you improve performance, increase efficiency, and reduce costs. Scheduling optimization that goes beyond the state-of-the art APS systems. A powerful Advanced Planning and Scheduling System that includes a flexible scheduling optimizer.

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.

Mango Viewer, a robust graphical user interface for medical image analysis, is specifically crafted to accommodate a variety of file formats, such as DICOM, NIfTI, and ANALYZE, among others. This tool offers a comprehensive suite of functionalities for exploring and interpreting medical imaging data, which includes multi-planar viewing options like axial, sagittal, and coronal perspectives, as well as advanced surface rendering and the capability to define and analyze regions of interest. Mango is equipped with a user-friendly interface that facilitates scripting and batch processing, streamlining repetitive tasks for users. Additionally, it encompasses features such as image overlay, image fusion, and the ability to visualize 4D data, alongside dynamic contrast-enhanced imaging analysis. The ROI tools enable extraction of statistical data, including volume, mean, and standard deviation, with the option to create ROIs either manually or through algorithmic generation. Furthermore, Mango excels in handling multiple images, making it ideal for comparative studies, and enhances its functionalities through plugins that support brain mapping, tractography, and perfusion analysis. Notably, this versatile software operates independently of any platform, ensuring accessibility across different systems. With its rich feature set, Mango Viewer stands out as a valuable asset for researchers in the field of medical imaging.

Mango Voice empowers you to customize your phone system and call management effortlessly! Our unique Digital Switchboard features a user-friendly drag-and-drop interface. With Mango Voice, you can easily dictate how each extension responds to incoming calls. The Digital Switchboard allows you to select actions from a menu and place them into your dial plan by dragging them in. You can rearrange these actions in the dial plan as you wish, simply by dragging them around. Once you're satisfied with your setup, just hit save, and the adjustments will be implemented right away. Mango Voice is compatible with most Cisco and Yealink phone models, but phones outside of these brands are not supported. Yealink phones stand out as the best option available in the market today. For more information on phone compatibility, please reach out to a sales representative. Additionally, exploring the features of Mango Voice could greatly enhance your communication efficiency.

TagMango serves as a versatile platform aimed at helping creators, artists, and educators leverage their talents by offering various tools for monetization through workshops, courses, and community interactions. It features seamless integration with Zoom, allowing users to conduct live workshops, webinars, Q&As, and exclusive streaming events using its advanced video calling capabilities. One standout aspect of TagMango is its innovative upsell feature, which enables creators to sell products in real-time during live sessions without needing to redirect participants to different links. Furthermore, the platform boasts an intuitive course builder equipped with drag-and-drop capabilities, customizable assignments, and quizzes, alongside engaging discussion forums and detailed analytics to monitor student progress. Creators can also build a distinctive brand presence with personalized Android and iOS applications and websites, which can be tailored to reflect their individual style and vision, thus expanding their reach to a broader audience. By offering these comprehensive features, TagMango ensures that creators have all the necessary resources to succeed in the digital landscape.

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.

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.

Craft Incredible Interactive Web Maps That Will Captivate Both You and Your Users! Develop feature-rich web maps in just minutes, all without the need for any coding. Alongside 128-bit encryption and top-tier data center security, Mango enables you to set password protection for maps and manage access through user and group creation. Our cutting-edge cloud infrastructure guarantees both speed and reliability, allowing us to proudly claim a remarkable 99.9% uptime, supported by our around-the-clock monitoring and fail-over systems. Mango provides ease of use and exceptional value while maintaining robust functionalities. With an array of extensive tools and customization options at your disposal, you gain complete control over your projects. Launch interactive web maps swiftly, equipped with insightful visualizations, advanced analytical tools, and detailed security features. Enjoy unlimited views, zero coding requirements, and straightforward licensing. Elevate your data into dynamic visualizations that uncover hidden patterns and insights waiting to be discovered, empowering you to make informed decisions effortlessly.

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.

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.

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

Levvy is an innovative platform designed for managing practices and workflows specifically for accounting, professional services, and business teams. It consolidates essential functions such as task tracking, client management, document storage, timekeeping, invoicing, billing, capacity oversight, and team collaboration into a single, user-friendly interface. Through customizable workflow automation, which can be achieved via expert-designed or bespoke templates, Levvy assists firms in minimizing manual follow-ups, streamlining approval processes, and maintaining timely client interactions. Additionally, it integrates effortlessly with popular tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier, facilitating a smooth data exchange across various systems. The platform also features real-time reporting and analytics, granting complete visibility into team performance, workload distribution, capacity, profitability, and overall effectiveness, which enables managers and firm leaders to make informed decisions regarding staffing, pricing strategies, and growth opportunities. With Levvy, businesses can not only improve their operational efficiency but also enhance their client relationships and overall success.

Language is an exciting journey. Discover over 70 languages available on the web, iOS, or Android platforms. Begin your adventure by downloading the app and immerse yourself in a learning experience based on a proven linguistic approach known as Intuitive Language Construction™. Engage with native speaker audio, partake in real-life conversations, and appreciate cultural contexts, making it the ideal method to acquire a new language. Mango’s innovative software employs intelligent algorithms that function seamlessly in the background, ensuring personalized review sessions to enhance your memory retention. The Intuitive Language Construction™ methodology develops six essential skills crucial for effective language acquisition: vocabulary, grammar, pronunciation, cultural awareness, comprehension, and retention. Spark curiosity and encourage exploration of the diverse world around learners. Motivate the next generation through an interactive language-learning platform designed to get them speaking confidently. Additionally, provide your employees with the opportunity to strengthen their connections with international clients and partners.

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).

Recognizing that every accountancy firm has its own distinct characteristics, the IRIS Accountancy Suite is tailored to provide exceptional adaptability for all practices. You can select from a wide array of accountancy software modules listed below to meet the diverse needs of your clientele effectively. With an unparalleled compliance history, our accountancy solutions deliver the broadest selection of integrated and automated tools suitable for any successful practice. Explore our extensive product offerings below to discover the perfect fit for your organization, or reach out to our knowledgeable and approachable advisors who are ready to assist you in identifying the most suitable accountancy software for your specific needs. IRIS ensures that every facet of your operations and every phase of the client experience, from start to finish, is encompassed by its comprehensive digital solutions. For example, IRIS OpenSpace allows for swift and secure, GDPR-compliant document sharing and approval, while IRIS Docs offers a robust digital document management system. Additionally, our solutions are designed to evolve alongside your practice, ensuring you stay ahead in a rapidly changing industry landscape.

Consolidate all client information in a single location, easily accessible at any time, featuring capabilities for clients to digitally sign documents and receive automatic reminders. AccountingHub simplifies your practice's management of information and enhances collaboration with clients. By offering online access to essential client information, documents, and forms, you can save valuable time and minimize the frequency of client inquiries. This allows clients to effortlessly retrieve or submit information whenever they choose, ensuring a seamless and secure online experience. With all client details centralized and instantly available, AccountingHub streamlines your practice's operations and improves client interactions significantly.

You can manage all your accounting and bookkeeping clients from one place with customized user rights. One-click access to Sage subscriptions for your clients. Sign up for your Sage Partner Edition account to get Sage Accounting Plus and Payroll 5 employees free of charge for your practice. In just a few clicks, migrate and subscribe new clients for cloud-based bookkeeping and payroll. You have complete control over client access. Become more efficient. Data syncs automatically across cloud apps for data automation, bookkeeping and payroll, as well as bank reconciliation, reporting, accounts, tax, and bookkeeping. This software was created by accountants for accountants. It allows for one-click access to all the necessary compliance information and integrates online with other accounting software. You can manage your client workflow from beginning to end in one place thanks to seamless integrations that automatically sync data between Sage bookkeeping and VAT, payroll, compliance software, and compliance software.

ProfitSolv provides an all-encompassing suite of software, billing, and payment solutions tailored for various professional service firms such as law, accounting, consulting, architecture, and engineering. By focusing on a product-oriented and client-centered philosophy, ProfitSolv empowers these firms to enhance the quality of their client interactions while boosting efficiency, productivity, and overall revenue. Their robust and user-friendly solutions are designed to help firms maximize their billable hours, expedite payment processes, automate invoicing and billing, and seamlessly integrate systems, among other features. As a result, firms can streamline operations and improve financial outcomes significantly.

Enhance your signature collection and sales workflow with the top free electronic signature software, WeSignature, which is uniquely designed as the only e-Signature Sales Cloud. With WeSignature, you can conveniently send electronic signature requests to your clients via email or text, allowing them to sign documents effortlessly while they are on the move. The ability to collect payments simultaneously during contract signing is crucial for effective execution; now you can seamlessly request payment alongside document signatures. You can quickly generate templates for frequently used documents and apply necessary fields with a single click, streamlining your process. Furthermore, you can send e-signature requests to clients, enabling them to sign documents anytime and anywhere. To enhance your communication, you can incorporate a video introduction and conclusion into your signature requests, which can be utilized for marketing, upselling, providing instructions, or simply extending a friendly greeting. Additionally, WeSignature allows you to add team members to your account, enabling you to monitor their activities effectively using the WeSignature Team Builder feature, thus fostering collaboration and efficiency in your organization.

Jetpack Workflow, a workflow management tool, helps businesses standardize and track their processes. This allows them to do more work and prevents tasks from falling through cracks. We have over 16K clients worldwide and help business owners meet deadlines, track their team progress, and grow their practices without worrying.

Mango Animate empowers educators to produce engaging animation videos designed to capture their students' attention effectively. By utilizing striking explainer animations, businesses can convey their narratives, enhance marketing outcomes, and inspire audiences to take decisive actions. Thanks to a variety of templates and complimentary resources provided by the animation video maker, you can easily craft stunning animations tailored to your specifications in just a matter of minutes. This free tool is perfect for developing explainer videos, promotional content, training materials, whiteboard animations, and character-driven visuals. The animation video maker comes equipped with an extensive library of media assets that are readily available for use, including images, SVGs, animation widgets, effects, SWFs, symbols, shapes, and charts, which will undoubtedly enhance your animated projects. Mango Animation Maker is not just an innovative animated video software; it represents a cutting-edge, user-centered approach to creating animated content. Moreover, infusing your animation videos with emotional elements has become remarkably straightforward, allowing for deeper connections with your audience. Ultimately, this tool provides an excellent solution for anyone looking to elevate their storytelling through animation.

QX PracticePro frees accountants from the hassle of managing various software systems by offering a unified, cloud-based platform designed for collaboration. This comprehensive solution allows accountants to swiftly onboard clients, ensure adherence to regulatory standards, transfer data between different applications with ease, and manage compliance tasks effortlessly. Tailored specifically for CPAs and accounting professionals, QX PracticePro enhances your workflow, boosts productivity, and enables you to deliver superior service to your clients. We also conduct thorough research to identify and suggest the most effective application stack that aligns with your practice objectives. With an array of features designed to simplify your tasks, QX PracticePro ensures that your job is more efficient than ever, allowing you to focus on what truly matters—serving your clients with excellence. Embracing this innovative platform could transform the way you manage your accounting practice in the digital age.

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