Best Mango Practice Management Alternatives in 2024

Find the top alternatives to Mango Practice Management currently available. Compare ratings, reviews, pricing, and features of Mango Practice Management alternatives in 2024. Slashdot lists the best Mango Practice Management alternatives on the market that offer competing products that are similar to Mango Practice Management. Sort through Mango Practice Management alternatives below to make the best choice for your needs

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    Canopy Reviews
    Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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    Corvee Tax Planning Reviews
    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.
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    TPS Practice Management Reviews

    TPS Practice Management

    TPS Time & Billing Software

    $13 per person per month
    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.
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    FirmTamer Reviews

    FirmTamer

    FirmTamer

    $29 per month
    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.
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    Karbon Reviews

    Karbon

    Karbon

    $59/month/user
    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.
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    Tessaract.io Reviews
    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.
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    CID Practice Management Reviews
    CID Practice Management is a tool for managing your accounting firm. You can effectively manage your time, clients and employees, taxes, production, and more. This program provides critical tools to help you manage your accounting and tax practice. You will be able to see the status of any key issues at any given time. This program will allow you to see the most important areas of your practice "real-time" for the first time. CID will make you feel great. We are sure you will love the information you get. This program will allow you to see the most critical areas of your practice "real-time" for the first time.
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    CCH iFirm Reviews
    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.
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    Clarity Practice Management Reviews

    Clarity Practice Management

    Clarity Practice Management

    $50 per month
    Clarity Practice Management (CPM), a client-centric SaaS for accountants, tax preparers and CPAs, is the first of its kind. We help you increase the value of your business while significantly reducing the number of non-billable practice management tasks. Clarity Practice Management was born out of an IRL (in real-life) accountant-client relationship that was established ten years ago. Clarity Practice Management (CPM), a client-centric SaaS for accountants, tax preparers and CPAs, is the first of its kind. We help you increase the value of your business while significantly reducing the number of non-billable practice management tasks. There is no other platform that allows service providers and clients to meet on one platform.
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    SafeSend Reviews
    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.
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    Avii Workspace Reviews
    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.
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    Senta Reviews

    Senta

    IRIS

    $29 per user, per month
    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.
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    Financial Cents Reviews
    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).
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    Pascal Workflow Reviews

    Pascal Workflow

    Pascal Workflow

    $45 per month
    1 Rating
    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.
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    IRIS Star Practice Management Reviews
    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.
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    TaxFlow Reviews

    TaxFlow

    TaxFlow

    $20 per user per month
    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.
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    Jetpack Workflow  Reviews

    Jetpack Workflow

    Jetpack Workflow

    $36.00 USD/month/user
    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.
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    TaxDome Reviews

    TaxDome

    TaxDome

    $25 per month
    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).
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    IRIS Accountancy Suite Reviews

    IRIS Accountancy Suite

    IRIS Software Group

    $320 one-time payment
    We know that every accountancy practice is different. The IRIS Accountancy Suite was designed to be flexible. To meet the diverse needs of your clients, simply choose from the list of available accountancy software modules. Our accounting software has a proven track record of compliance and offers the most comprehensive portfolio of integrated and automated solutions to any thriving practice. You can browse our entire product range to find the right solution for you business, or contact our friendly advisors who will help you choose the best accounting software for your needs.
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    Sage Partner Edition Reviews
    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.
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    Athena Workflow Reviews

    Athena Workflow

    Athena Workflow

    $249 per year
    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.
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    Intuit Practice Management Reviews
    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.
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    QX PracticePro Reviews
    QX PracticePro frees accountants from the hassle of juggling different software by integrating it into a cloud-based platform. This one-stop solution allows accountants to quickly onboard new clients, meet regulatory requirements, seamlessly transfer data between software and handle compliance functions. QX PracticePro was designed with CPAs and other accounting professionals in mind. QX PracticePro will streamline your work processes and increase your efficiency. You can also provide better service to clients. We research and recommend the most effective applications stacks to meet your practice's goals. QX PracticePro has a wealth of features that will make you job easier.
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    DT Practice Reviews
    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.
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    Eleven Reviews
    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.
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    AccountingHub.io Reviews

    AccountingHub.io

    AccountingHub.io

    $35 per month
    All your client information is available in one place, instantly. From documents that clients can sign digitally to automatic reminders for clients. AccountingHub allows you to manage information and collaborate easily with your clients. Online access to documents, forms and client information will save you time and reduce client requests. Clients can send or retrieve information at any time, allowing them to enjoy a hassle-free and secure online experience. All your client information is available instantly in one place, from documents clients can sign digitally to automatic reminders. AccountingHub allows you to manage information and collaborate easily with your clients.
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    4decision Reviews

    4decision

    Microfinance

    $14.04/month/user
    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.
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    Aiwyn Reviews
    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.
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    Pennylane Reviews

    Pennylane

    Pennylane

    €19 per month
    All-in-one software to help you manage the accounts of your clients. The journals automatically create sales and purchase entries along with the associated documents. To better track the progress of your balance sheet, you can benefit from an intelligent and powerful accounting review solution. All tax obligations, VAT declaration, tax packages, and management of the brochure are set up. Pennylane is an accounting software that can be used to produce financial reports for clients. Pennylane allows your customers to monitor and pay for their purchases. It also connects their sales tools and helps them monitor their cash flow. All actions they take in the platform feed into your input. You can streamline your interactions with customers and collaborators using Pennylane. Chat, chat, comment on invoices, transactions, and follow the activities and deadlines.
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    Regate Reviews
    Regate automates your accounting and financial management and saves time every day. Integrating 100% with your accounting software means you get real-time accounting that's always up-to-date. Regate was designed to simplify the work of accountants and finance managers and reduce the number and complexity of tools. Regate is an intelligent, collaborative platform that simplifies your day-today accounting, automates and gives you greater control of your business. 90% reduction in invoice and payment processing times Automate the retrieval and creation of accounting entries. You can pay by SEPA transfer or directly with your card without ever connecting to the bank. You can manage your costs and monitor your accounting on one platform. All your accounting data is available in one place. Regate allows you to equip your teams with virtual cards and physical cards that are tailored to each team's needs. You can also follow all of their operations in Regate.
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    Countingup Reviews

    Countingup

    Countingup

    $4.95 per month
    You can make payments, get cash flow insight, tax estimates, and more. To get a link to the app, enter your details. The Countingup Business Current Account has integrated accounting software that automates tedious tasks such as bookkeeping and taxes. Countingup allows you to create unlimited professional invoices and receive notifications when you have been paid. You'll have real-time insight into your business finances, including profit and loss reports, tax estimates, and unpaid invoices. Your accountant can instantly share your bookkeeping data, without any duplication errors, data lags, or inaccuracies. Our business current account is ideal for you if you are a sole trader, or a limited company owner.
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    Uku Reviews

    Uku

    Uku

    $19 per user per month
    Uku is a digital smart assistant that improves your accounting practice's credibility, growth, and employee happiness. Uku is a platform that allows you to manage deadlines, time tasks, share tasks, and allows for open view so that all team members can see their tasks. CRM, correct billing hours, and more.
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    Client Online Reviews
    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.
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    ProfitSolv Reviews
    ProfitSolv offers a complete suite of billing, payment, and software solutions for legal and accounting firms, as well as consulting, architecture, engineering, and other professional service firms. ProfitSolv is customer-centric and product-centric. It helps clients provide better service and increase their productivity, efficiency, and revenue. ProfitSolv's powerful and easy-to-use tools allow firms to increase their billable hours, get paid faster and automate invoicing and payment, integrate systems and many other benefits.
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    Watchful Eye Reviews

    Watchful Eye

    Watchful Eye

    $10.00/month
    Governance over: Xero + MYOB Quality - Measure and manage the performance of your accounting functions Protect - Reduce risk and protect yourself against fraud and errors with continuous monitoring Assurance - Integrity into your accounting system Grow - Establish enterprise business processes to support your SME's growth
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    FinKoper Reviews

    FinKoper

    Alfa Solution spol. s.r.o.

    €5/month
    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.
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    Onvio Reviews
    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.
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    ATOM by Vider Reviews

    ATOM by Vider

    Vider Business Solutions

    ₹249 per user per month
    2 Ratings
    ATOM by Vider, an innovative and comprehensive ERP (Enterprise Resource Planning), is a web-based solution that was designed for professionals working in areas such as chartered accounting, company secretaries and tax practitioners. It has a number of features that streamline office management, practice automating, and collaboration. This makes it easier for professionals in these fields to manage their clients, documents, tasks, and finances. ATOM is designed to simplify complex processes, increase productivity, and give professionals a seamless experience in their daily operations.
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    CA Office Automation Reviews
    You can streamline your tasks, clients, communication, and accounts using advanced technology to make the most of your time and investments. Automate work processes, monitoring and notifications. You can set things up to auto mode no matter how detailed they are. CA Office Automation's Bank Grade SSL and Microsoft Azure-Dedicated Server provide complete security for the data that your clients have entrusted to you. CA Office Automation software is the next-generation platform for CPAs, CAs, and Accounting Services Companies. CAOA is a Software as a Service (SaaS), software product that offers the latest web and mobile software technologies to its users. The CAOA platform has been trusted by more than 8,000 accountants around the world.
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    SuperMate Reviews

    SuperMate

    SuperConcepts

    $5 per fund per month
    Smart SMSF accounting software saves time and automates everyday tasks. Get smart features and automation for a low monthly cost. Find out how SuperMate's features could benefit you. SuperConcepts' SMSF software is cloud-hosted technology that empowers accountants, financial advisors, and administrators. SuperMate allows you to serve more clients by leveraging automation and smart features. SuperMate has access to over 200 data sources, automation, and smart features that will eliminate manual data entry. This will help you reduce labour costs and lower your labour costs. You can gain trigger-based insights about your clients' needs so that you can provide exceptional service when they most need it. Our team of SMSF developers and experts has helped us create innovative technology that is intuitive and easy to use, and eliminates double-handling of data.
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    Pixie Reviews
    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.
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    Acomba Reviews
    More than 40,000 Canadian SMBs use Acomba's accounting and management software. The Acomba modular structure is ideal for any business, whether you're looking to start a business or upgrade your existing solution. Acomba is ideal for startups and small businesses that are just starting to use it. This is the base product that you can add functions to according to your changing requirements. To manage product inventory, purchasing, receiving and price lists. Advanced functions for wholesalers, manufacturers, and retailers. Professional accountants who want to simplify their client relationships and manage their own business accounting. Complete partnership program that includes coaching and applications. To create and manage an online shop that is connected to the Acomba inventory and the Acomba app. A professionally designed transactional website with a variety of functions.
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    AccoAI Reviews
    Replace 8+ different programs with powerful tools for workflow management, client tracking and automation. Atlas automatically updates your events calendar and generates workflow tasks based on incoming client requests. Atlas Chat allows clients to instantly access Atlas Chat and execute tasks, such as event scheduling or task creation. Ask Atlas anything. Ask Atlas anything. Atlas composes emails on demand, drafts responses to all incoming emails and updates workspaces based on email content. With detailed insights, you can explore productivity data and time allocations. Analyze the productivity of your employees, clients and most valuable clients.
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    Coconut Reviews

    Coconut

    Coconut

    $5.02 per month
    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.
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    DocsMove Reviews

    DocsMove

    DocsMove

    $49.99 per month
    Implement a legal electronic signature solution in just a few hours. Faster, more reliable and more secure than the competition. Your eSignatures will be protected by the most advanced security protocols available. Upload documents, use docsmove documents, or create contracts with AI ChatGPT. DocsMove integrates seamlessly with over 5000 applications, including SharePoint. This allows you to enhance your workflow. Our advanced system will transform your approval process, ensuring efficiency and eliminating fraudulent activity. Each transaction is backed up by a digital certification, which guarantees the integrity and noncomparability of documents. Perfect for fintech applications, account openings and ensuring compliance with regulatory standards. Automate document renewals and expirations to keep your contracts up to date.
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    Encyro Reviews

    Encyro

    Encryo Inc

    $9.99/month/user
    Encyro offers secure file storage, encrypted email and electronic signatures. Encyro's award-winning design makes it easy for you and your clients. Clients don't have to sign up for portal accounts. File sharing and encrypted messaging Encyro allows you to send directly to any email address. Encyro protects your data both during transmission as well as storage to ensure that you are in compliance with HIPAA and other compliance standards such as the GDPR, FINRA and SOX. Securely receive via your custom-branded upload page. Clients do not need to log in or go through additional steps. Electronic Signatures Encyro esignatures are designed for remote signing to protect your transaction. You can control the login options as well as the type of signature to ensure that only the right person is signing. Encyro offers custom branding, automated reminders, re-usable templates for e-sign, and re-usable Encyro e-sign templates. Access codes that comply with NIST-8006363 can be sent by SMS or text for additional security.
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    SwiftCloud Reviews

    SwiftCloud

    SwiftCloud

    $15 per user per month
    2 Ratings
    eDocs, ESign - Paperwork 2.0 For Every Business. Legal eSign - Smarter Sales Contracts. eDocs With Payments. Winning Proposals. Complex Forms. Online Applications. We will create an account for your client when they e-sign a document, pay an invoice, purchase a product or schedule an appointment. If necessary, we will store the signed doc, receipts and other uploads in your social online workroom. As an option, your account will include a social CRM (Client Relations Manager + contacts addressbook) built in. We specialize in small service-based businesses. SwiftCloud can help you sign documents, automate small businesses, schedule appointments and get paid. Our number one goal is to be the best paperless software.
  • 48
    WeSignature Reviews
    WeSignature, the only eSignature Sales Cloud, is the best electronic signature software available. It will speed up your signature collection and sales process. WeSignature allows you to send your clients an electronic signature request via email or text so they can sign on the move. You can now request payment while your client signs a contract. You can quickly create templates for documents you use on a regular basis and apply fields in just one click. Send e-signature requests to your clients so that they can sign documents on the move. To market, upsell, give direction, or just say hello, you can add a video intro to your signature request. You can add members to your account and control their activity with WeSignature Team Builder.
  • 49
    SleekSign Reviews

    SleekSign

    Sleek

    $15 per month
    The only legal binding, unlimited-use, free e-signature platform. No more dog-eared papers. We have simplified the process to make it easy to eSign documents using your preferred device. To gain unlimited access to the SleekSign tool, create an account on the Sleek platform. Highlight the areas that should be signed and digitize your document. Send the document to your business partners for them to sign digitally. You can track their progress with real-time visibility. SleekSign, an electronic signature tool, was developed by Sleek (a corporate services company in Singapore and Hong Kong). Our original business was to manage document signatures. We were not satisfied with the available solutions so we decided to create our own electronic signature solution and make it accessible to anyone who needs it. SleekSign uses Entrust's top-of-the-line security certificate.
  • 50
    HelloWorks Reviews

    HelloWorks

    HelloSign

    $299 per month
    Mobile-friendly forms replace the PDF. Make PDFs mobile-friendly and you can triple your completion rates. HelloWorks is an eSignature platform that's optimized for mobile. Convert clunky PDFs to a simple, guided experience. No pinching, zooming, and no headache. Download bulk form data in CSV format or use our API for direct import into your preferred storage and analysis system. Our eSignatures comply with SOCII and GDPR and include court-admissible audit trail. Our eSignatures have been redesigned for mobile. They provide signers with an intuitive and mobile-friendly way to fill out and sign documents. Combining tools such as conditional logic, validation and form mapping will streamline the form-filling process and minimize duplicate or incorrect data entry. You can save time building and sending emails by using pre-built or custom templates, interactive previews, and team sharing.