Alternatives to Mango Practice Management

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Everyone can use eSignatures. Dropbox Sign (formerly HelloSign), is the easiest and most secure way to have documents signed. Dropbox Sign allows contracts to be signed up to 80% faster than traditional paper-based contracts. It is also legally binding. Advanced signer options and built-in reminders significantly increase document completion rates. Personalize the signing experience for customers. To stay on-brand, you can easily add your company logo, color and custom messaging. You can save documents that you send out often as reusable templates. Templates can be used to speed up the process of signing and simplify data entry. Dropbox Sign documents are more secure than pen & paper. A court admissible audit trail (affixed) ensures that actions can be tracked and time-stamped. Account administrators have the ability to manage document permissions from a central dashboard and set up team settings. This makes everything more secure and organized.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

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.

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.

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).

Send and sign agreements securely with AI-powered workflows. Enjoy free eSignature, automated billing, and integrated payment. The best solution to create and manage contracts, streamline negotiations, enhance compliance, optimize workflows, and convert more customers - all within one intuitive platform. Automated invoicing integrates and tracks payments. It also recovers lost revenue and syncs all major accounting software in real time. Simplify the agreement workflow using generative AI. It suggests revisions, highlights important areas, and drafts a new contract. AI-powered answers and clear, concise summaries for each section are provided.

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.

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.

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.

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.

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.

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.

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.

Secure electronic signatures are a key tool to keep your business moving forward. You can create documents, accept payments, and set up automated workflows. E-Sign is a global leader in electronic signature solutions. Our eSignature platform speeds up agreements, eliminates manual tasks, makes it easy to connect to the tools and systems that you already use. Everyday life is awash with agreements. From sales contracts and offer letters, to account openings or invoices, agreements are everywhere. E-Sign's electronic signature solution allows you to quickly complete contracts, approvals, or other agreements. E-Sign can be integrated into your digital ecosystem so you can extend these benefits beyond the initial stages of the agreement process to include preparing, managing, and acting on agreements.

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.

Box Sign's native integration allows you to sign e-signatures directly from Box. This makes it easy to sign critical business documents such as sales contracts and offer letters. The Content Cloud makes it easy to manage the entire process, including authoring agreements, getting signatures, and retaining executed agreements. Box Sign is part the Content Cloud and you can integrate with 1,500+ apps such as Okta, Salesforce, Microsoft 365, and Salesforce. You can close deals quicker, work with partners more effectively, onboard new employees remotely, and have e-signatures and a secure content layer built in. Box Sign can be embedded on your website and in custom applications to give your customers, partners, and teams the best experience. You can extend the power and utility of e-signatures wherever your business requires it with our easy-to-use APIs or developer-friendly tools

Electronic signature with legal validity. Electronic signatures for your company offer security, trust, and the ability to send, approve, and sign electronically. Step by step, electronic documents Reduce the complexity of your processes Sending documents forgo the paper Send documents electronically by uploading your PDF or.docx file (Word). List the email addresses of signatories to collect their signatures 100% digitally. Electronic signature Each signer will receive a unique link to sign and save the document. You can subscribe by computer, tablet, or cell phone. It's simple and practical. Manage documents. After completion, the document will be encrypted in your account. You can save or export the document. Sign and go! Commercial contracts. Opening a loan account. General documents. Insurance proposals. School enrollment. API for integrations Use Clicksign's REST API to integrate electronic signatures into your systems and automate your signature processes.

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.

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.

VeriDoc Sign, the first blockchain-secured company in the world, promises to keep your documents and esignature secure and safe. Our patented verification technology makes us one the most trusted organizations in the world. It has many appealing features and benefits that can be used by our users to improve efficiency, productivity, and time management. Our blockchain-secured technology is gaining wide popularity in a variety of public and private sectors such as: Government Legal Accounting Medical Construction and building Universities and training organisations We strive to provide the best possible services to our clients, with the most appealing features and 24x7 support.

Teams can benefit from an eSignature system, standard templates and workflows that integrate everyone, from the company counsel to the management. ContractHub allows teams to generate, approve, electronically sign, and manage documents up to 80% faster. Your team can generate agreements without affecting sensitive legal requirements. Limiting the review to predefined, key contract terms will improve efficiency. Unlimited eSignatures are standard. Customers and clients can enjoy a simple and error-free process, with their own dashboard in real-time. Amazon's data centers are the most trusted in the world and we use top-of-the line security to keep your documents safe. Six data centers on two continents provide real-time backups. Create your own dataroom with properly coded documentation. Boost your sales organization. Impress your customers and empower legal teams. Secure cloud storage, real-time backups and data rooms.

Countasign allows you and your team one place to execute agreements, contracts, and other documents that require a signature. It's easy to use, fun, and will allow you to seamlessly manage your document workflow. There are no other options. We place security first and adhere to industry standards. Isn't this the point of paperless contracts? Your time zone or physical location shouldn't be an obstacle to your deals. A shared space for your team allows you to manage and keep track of all your contacts. Your own legally binding electronic signature. The first step towards digitizing your paper contracts. The dashboard allows you to track your progress and take further actions. It can be difficult for Signees to find the right place to sign a long document. You can place breadcrumbs to help them find the right path.

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.

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 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.

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.

You can easily collect reviews, convert leads and set up appointments. Get paid faster, complete surveys, and get paid faster. WikiPro makes it easy to request reviews from businesses. Texting customers can quickly and easily complete reviews. The fastest and most efficient way to collect customer reviews is by texting. WikiPro allows you to send invoices and get paid immediately! Simple text message to send invoices to customers WikiPro will instantly process your payment and customers can send their payment method via text messaging. You can set up reminder text to keep your appointments on schedule. WikiPro's appointment reminder tool reduces no-shows or late arrivals by up to 90% WikiPro automatically sends reminders via email, text, or phone call. Customers can sign any document from their phones! You can sign contracts and agreements right from your client's fingertips. WikiPro allows you and your team secure and simple-to-use digital signatures that allow you to sign important documents anywhere.

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.

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.

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.

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.

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.

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.

RazorSign is a Contracts-Driven Corporate Legal Operations Platform for Smarter Contracts, Streamlined Legal Operations, and Effortless Compliance. RazorSign is the definitive solution for legal teams seeking to overcome the challenges of contracting, legal operations and compliance – without any compromise. In the age of Artificial Intelligence, RazorSign utilizes the long-lost and ancient art of using common sense to deliver solutions that matter. Contract lifecycle and legal operations on a single integrated platform. Maximize efficiency: One platform for legal entities, contracts, and corporate compliances, RazorSign now offers a complete legal solution on a unified platform. - Contract Lifecycle Management The perfect solution for all teams to create, negotiate and manage contracts. - SensAI RazorSign’s revolutionary legal assistant is designed to help you share your workload. - Compliance Management Efficiently track, manage and enforce compliances across the entire organization. - Legal Entity Management Gain secure control and visibility of legal entities, compliances, & company documents. - Legal Query Management A must-have solution for legal teams to track and manage all legal queries.

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.