Alternatives to TaxPlanIQ

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

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.

Holistiplan harnesses cutting-edge OCR technology to swiftly analyze tax returns and produce a tailored, white-labeled tax report filled with pertinent insights in mere seconds. In just a moment, advisors can deliver a professional, easy-to-read document featuring their firm’s logo prominently displayed at the top and a customized disclaimer at the bottom. This report can conveniently be saved as a PDF for emailing or printing, making it perfect for in-person discussions with clients. This efficient process serves as a seamless and impactful touchpoint, setting firms apart from the competition. Additionally, the same OCR technology populates a scenario analysis interface, enabling advisors to quickly pinpoint significant income thresholds for tax planning strategies such as ROTH conversions, tax-efficient withdrawals, and charitable contributions. By integrating effective tax planning tools, Holistiplan empowers every advisor to provide valuable insights to their clients, ensuring that tax strategies are accessible to all. Ultimately, this innovative approach transforms the client-advisor relationship, fostering greater engagement and understanding.

Tax planning has long been a daunting task for small business owners due to intricate IRS regulations, challenging forecasting models, and a lack of accessible professional guidance. However, Tax Planner Pro revolutionizes this process with its user-friendly interface, straightforward instructional materials, and dedicated experts ready to assist you in every aspect of tax strategy and savings. By linking your financial data to Tax Planner Pro, our innovative tax strategy engine, IVAN, will assess your current financial situation and create a tailored tax plan specifically for your business. We promise to help you minimize your tax liability to just one dollar, guaranteed—whether that requires five strategies or thirty, we are committed to achieving your goal. Additionally, Tax Planner Pro ensures that your information is always current with automatic weekly updates synced to QuickBooks Online and Xero, making it a hassle-free experience. The setup process is quick and only takes a few minutes, allowing you to focus more on your business while we handle the complexities of tax planning. With Tax Planner Pro, small business owners can finally approach tax season with confidence and clarity.

The CCH® ProSystem fx® suite provides a comprehensive array of integrated tools for tax, accounting, audit, and workflow management, all within a single award-winning platform. By utilizing these cohesive tax and accounting solutions, firms can significantly boost their productivity and profitability. Developed by experts in tax and accounting research, CCH® ProSystem fx® is the preferred choice of many of the leading accounting firms and businesses in the country. This all-in-one solution not only enhances accuracy and efficiency but also strengthens client relationships, leading to new revenue opportunities. CCH® ProSystem fx® Tax is capable of managing various federal and state returns, features extensive electronic filing options, and automates the generation of computations and reports. Additionally, the suite improves operational workflow through integrated services such as document management, firm management, knowledge sharing, and client collaboration. It empowers mid to large-sized firms to streamline their processes and workflows, thereby increasing overall efficiency and effectiveness. Ultimately, the CCH® ProSystem fx® suite positions firms to adapt to the evolving landscape of tax and accounting while maximizing their potential for growth.

Companies that fail to fully embrace a cohesive digital tax workflow solution may end up squandering valuable time and disappointing their clients. An uncoordinated approach, where some processes are automated while others rely on traditional paper methods, leads to inefficiencies. When each segment of the tax preparation process operates in isolation, technology can become a hindrance rather than an asset. Utilizing automated tax preparation workflow software streamlines processes from start to finish, allowing staff to save time and ensuring that clients, who are often pressed for time, remain satisfied. The entire process, from collecting client source documents to conducting reviews and obtaining approvals, is expedited, including the crucial final stage of payment collection. In the realm of digital tax preparation, client information is imported digitally, reviews are conducted on-screen, and returns are electronically signed and filed, enhancing overall efficiency. By removing monotonous data entry and other outdated manual tasks, tax workflow automation empowers firms to increase their output while utilizing fewer resources. Consequently, adopting such technology can significantly enhance a firm's productivity and client satisfaction levels.

Tax laws evolve swiftly, making it challenging for clients to keep up with their obligations. It is essential to create effective strategies that position them favorably for the upcoming tax seasons. Thomson Reuters Planner CS tax planning software is updated throughout the year to incorporate new regulatory changes, enabling you to deliver comprehensive insights to your clients with ease. You can conduct analyses that evaluate various scenarios, such as joint versus married filing separately, and present your findings in polished, user-friendly formats. Discover how Planner CS equips you with robust tools that not only save time but also guarantee precision, allowing you to deliver a professional tax analysis that guides your clients in making informed tax planning decisions. Additionally, you can formulate tactics to minimize your clients' tax liabilities, monitor carry-forward items for subsequent years, and compute necessary payments, among other functionalities. With its intuitive navigation and efficient templates, you can swiftly tackle intricate tax planning challenges your clients may face. Ultimately, this software empowers you to enhance your service offerings, reinforcing your role as a vital resource in their financial journey.

Effectively forecast estimated tax obligations, capital gains, and taxes for both resident and nonresident states. Strategically prepare for tax consequences throughout the year resulting from significant life events such as marriage, Roth conversions, and stock transactions by utilizing the Income Tax Planner. Our established history of being first-to-market ensures that you will benefit from the most current tax regulations. Clearly and efficiently present clients with a detailed analysis and comparison of various scenarios regarding their tax situations. Develop precise, professional, and impactful strategies to assist clients in minimizing tax burdens and making informed financial choices. Seamlessly model and navigate intricate tax situations. Leverage Bloomberg Tax & Accounting’s esteemed expertise, along with up-to-date calculations and comprehensive projections, to expertly guide your clients in their tax, investment, and retirement planning efforts while enhancing their overall financial health. By integrating these resources, you can bolster your clients' confidence in their financial futures.

Drake Tax is packed with an array of features designed to streamline the preparation and processing of tax returns for your clients efficiently. This allows you to concentrate on what matters most—engaging with clients and expanding your business. With Drake Tax, you can expedite every aspect of return preparation, ensuring that calculation results and a comprehensive view of the return are just a click away. You have the ability to mark items in any text field, checkbox, or tax form amount as verified, flagged for review, or noted for further examination. If any information for a confirmed item changes, the DoubleCheck feature will promptly flag it for review. In addition, shortcut keys and macros help to simplify the data entry process, significantly reducing the number of keystrokes required. The software facilitates an automatic flow of data from federal returns to state and city returns, while also providing options for overrides when necessary. State and city returns are generated on demand, and it automatically accounts for taxes paid to other jurisdictions. Furthermore, Drake Tax conveniently auto-fills information based on ZIP Code and EIN inputs, enhancing accuracy and efficiency in tax preparation. With all these features combined, Drake Tax becomes an invaluable tool for tax professionals aiming to optimize their workflow.

Bonsai is an all-in-one business management solution for small businesses and self-employed professionals. One of the most commonly used functions is financial management. It covers everything business owners need to manage their finances efficiently and achieve profitability goals: invoicing & payments, accounting, taxes, and even banking. With an intuitive and user-friendly dashboard, it is easy to use. Using Bonsai, SMBs can easily track income and automatically categorize expenses to maximize write-offs. It enables small business owners to get paid faster by creating professional invoices in seconds with global payments and automatic reminders. In addition to financial management, Bonsai offers a complete client and project management solution. It includes contracts & e-signing, proposals, CRM, client forms, scheduling, time tracking, and many other features for running and growing a business successfully. Business owners can generate custom contracts and proposals from 1000+ templates in Bonsai’s library. All of Bonsai’s features are integrated and automated, making it an all-in-one business process management platform that saves time and money. Grow your business in no time while Bonsai takes care of the rest.

CFS TaxTools ™ stands out as the leading software in the tax industry, widely embraced by professionals for its efficiency. The program allows worksheets to be printed with both the client's name and your firm's branding, ensuring a polished presentation. These worksheets can be attached to tax returns or provided to clients alongside generated invoices, streamlining the entire process. It features an extensive collection of tax forms, including numerous ones not typically available in standard tax preparation software, such as SS-4, Power of Attorney, and Offer in Compromise. Client details can be directly mapped onto the necessary forms, and multiple versions of each form can be stored for individual clients. The printed forms mirror their on-screen appearance precisely, and most can be conveniently sent as PDF files via email. Additionally, the software includes useful financial calculators like the Mutual Fund Average Cost Basis tool and various modules for loans and investments. Flowcharts within the program guide users through a series of questions to determine essential factors such as filing status and inherited IRA options, as well as eligibility for the "Kiddie Tax." Furthermore, the software allows for updates directly from the internet whenever there are changes to forms or tax laws, ensuring users always have the most current information, along with features for data backup and restoration for added security. This comprehensive suite of tools makes CFS TaxTools ™ an invaluable resource for tax professionals seeking to enhance their services.

TruePilot serves as a digital assistant tailored for tax accountants, streamlining the processes of tax research and advisory services. It provides answers to inquiries regarding federal and state tax regulations while monitoring legislative changes over time. By enabling users to upload client information in PDF format, it efficiently calculates potential tax liabilities and examines over 600 data points for each tax return. Additionally, the platform helps users identify advisory prospects, including clients who may gain advantages from establishing an S Corporation. With TruePilot, tax services can significantly improve their responsiveness and proactivity, leading to enhanced revenue for firms and greater benefits for their clients. This innovative tool not only saves time but also empowers accountants to offer more strategic advice, thereby elevating the overall quality of their services.

TAXX SAVAGE offers an affordable start-up investment with a user-friendly software platform hosted in the cloud, complemented by a comprehensive suite of training videos that simplify the tax preparation process. Don't underestimate the power of our competitively priced software; it comes packed with all the essential features you need! Additionally, there’s no revenue sharing involved, and you won’t need an EFIN to access our software. Our dedicated team is here to motivate and support you as you work towards achieving the financial independence you desire. We equip you with the necessary tools to launch and expand your tax business, including guidance on effective marketing strategies. You will have access to everything required to operate and grow your business, akin to major franchises. Even if you opt out of our optional marketing package, our video training program includes valuable insights into marketing essentials, ensuring you’re well-prepared for success. With our resources at your fingertips, you’ll be well on your way to building a thriving tax preparation business.

TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.

Streamline your business or professional tax preparation effortlessly with the robust, time-efficient features offered by Thomson Reuters UltraTax CS professional tax software. This comprehensive solution provides a wide array of federal, state, and local tax programs, encompassing 1040 individual, 1120 corporate, 1065 partnership, 1041 for estates and trusts, as well as multi-state returns. UltraTax CS integrates flawlessly with other Thomson Reuters products, such as CS Professional Suite and Onvio cloud software, ensuring that you never miss billable hours due to manual processes. Fulfill all your tax workflow requirements with a tailored, all-in-one solution designed around cloud technology, enhanced data sharing capabilities, and a paperless approach. You can simultaneously view inputs, forms, prior year data, diagnostics, and more across as many as four different monitors. Additionally, you can kick off each tax season with a checklist that automatically retrieves your client's data from the previous year's return, making the transition smoother. The system even allows for automatic linking of returns through Tax ID numbers, enhancing efficiency and accuracy in your tax preparation process.

Quickly and confidently prepare tax returns using software renowned for its user-friendly interface and advanced error-detection features. Discover why ProSeries has maintained its status as the top professional tax software for an extended period, with over 60,000 professionals consistently opting for it each year. Enjoy increased efficiency on every return thanks to built-in timesaving tools that enhance your workflow. By simply articulating your needs, you can swiftly locate the necessary forms or data entry sections. Save an impressive 23 minutes on each return by easily identifying fields that require data input, and promptly send email requests to clients with just a click. Have peace of mind that your returns are accurate, as the extensive diagnostic tools immediately highlight errors and guide you to the necessary corrections. Tailor a solution that aligns perfectly with your practice's needs and pay solely for the features you require. Additionally, consider our packaged bundles for substantial savings on each return you process. Take advantage of this opportunity to streamline your tax preparation process and improve your overall productivity.

The OIC Tax Planner is an interactive desktop application that can be directly downloaded and installed on your computer, ensuring that your client information remains secure and localized. This comprehensive software package includes all necessary tax representation forms along with the latest IRS Offer in Compromise regulations. It serves as a valuable tool for managing various IRS collection matters, such as Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Designed for tax professionals with a moderate grasp of tax representation complexities, the OIC Tax Planner has successfully assisted numerous clients in obtaining approvals from the IRS for OICs, installment agreements, and uncollectable statuses. Additionally, the software features automatic updates for forms and data tables in response to IRS revisions, ensuring that users always have the most current information. It also includes automatic calculations and computation wizards based on IRS Financial standards to streamline the process. With its user-friendly interface, the OIC Tax Planner empowers tax professionals to navigate the challenging landscape of tax resolution with confidence.

Address even your most intricate tax returns with utmost assurance and effectiveness. Cater to a diverse array of clients by managing multistate filings, K-1 forms, consolidated corporations, and additional complexities seamlessly. The software supports essential forms such as 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Enhance both accuracy and productivity through automated functions for calculations related to depreciation, amortization, and debt forgiveness, among others. Access pertinent guidance whenever necessary with a simple click, ensuring your workflow remains uninterrupted. Accelerate data entry processes with straightforward access to all forms and an intuitive worksheet-based layout. Effortlessly monitor any outstanding client information and submit requests online with a single click, allowing you to save an average of 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns into individual filings or across business returns, resulting in an average time savings of 29 minutes. Rely on sophisticated diagnostics that automatically identify errors or oversights, providing additional reassurance in your work. This comprehensive approach not only streamlines the tax preparation process but also enhances your overall client service experience.

With professional tax software that you can access from your web browser, you can tap into the strength of Intuit. Discover why Intuit ProConnect Tax has been voted the best cloud-based professional tax software. Get the best productivity tools and powerful diagnostics that have been developed over the past 40 years, and then move them to the cloud for maximum convenience. Software that integrates with your existing process, connects to QuickBooks and supports your practice as it grows. You can rest assured that your data is safe and sound, protected by Intuit's security team, advanced security tools, monitoring, and other security features. Access over 5,700 forms for 1040 and 1041, 1065, 1065, 1065, 1065, 1120S 1120S, 709 and 990 tax returns. With more than 20,000 automated calculations, you can handle the most complicated tax situations. With more than 21,000 diagnostics and suggestions, you can prevent e-file rejections or missed deductions.

Enhance operational effectiveness by automatically computing, monitoring, and examining federal and corporate income tax characteristics over several years, encompassing net operating losses, carryforwards, and carrybacks. Develop optimal multistate tax approaches utilizing precise state tax analysis software that seamlessly consolidates and disseminates tax information, thereby streamlining provision, compliance, planning, and audit processes. This automated approach not only saves time but also minimizes the risk of human error in tax reporting.

We created Iridium BI because we recognize that law firms are entitled to superior business intelligence solutions compared to what they currently experience, including enhanced cubes, improved dashboards, greater value, and exceptional service. With Iridium BI, law firms gain access to customizable high-performance cubes and dashboards tailored to their specific business needs. Our dashboards are designed around the principle that every value presented should be linked to a specific objective. In developing Iridium BI, we have discarded conventional architectures and methodologies, introducing groundbreaking components that deliver outstanding performance and functionality. Additionally, the Iridium BI GL module offers a comprehensive business intelligence solution for analyzing and reporting on general ledger and accounts payable sub-ledger data, complete with the ability to drill down into journal entries. This empowers firms with role-based dashboards that effectively summarize overall performance and financial status, ensuring that decision-makers have the insights they need at their fingertips.

Tamarac serves as an expansive platform that continues to expand its roster of integration partners, granting your firm the agility and support necessary for increased automation of business operations. Equip your firm with essential tools to enhance client engagement and showcase the value you deliver by utilizing Tamarac’s client portal, interactive reporting features, customizable PDF documents, a secure document vault, budgeting resources, a mobile application, and integrated financial planning services. With Tamarac’s evolving features and centralized data management, your firm can design comprehensive workflows that streamline business processes on a cohesive platform. Established in 2000 as a Software as a Service (SaaS) provider, Tamarac places a strong emphasis on delivering exceptional service. By prioritizing innovation and utilizing top-tier technology, Tamarac integrates user feedback to implement meaningful enhancements to its offerings; continuous field testing ensures that the platform remains at the forefront of a dynamic industry landscape. This commitment to staying ahead of industry trends is what differentiates Tamarac from its competitors.

Assisting accountants, wealth planners, and business brokers in effectively providing exit and succession planning services is crucial for their clients. This area of advisory services is rapidly expanding, especially considering that half of all business owners are over the age of 50, resulting in a significant number of entrepreneurs who require guidance for a successful business exit. In fact, approximately 400 business owners are reported to exit their businesses every hour in regions such as the US, UK, and Australia, with many of these individuals failing to achieve a successful transition. To address this pressing need, MAUS has developed the ValueMax Exit Planning Software, which empowers advisors to leverage the opportunities inherent in exit planning. Whether your objective is to assist business owners in enhancing their company’s value or to facilitate their exit from the business, MAUS ValueMax provides a straightforward and organized framework to follow, ensuring that no detail is overlooked in the planning process. This tool not only aids in maximizing the value of businesses but also fosters a smoother transition for owners, enhancing the likelihood of successful outcomes.

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

BusinessBuilders is an innovative initiative focused on NFTs, aiming to create a self-sustaining ecosystem that allows NFTs to grow and appreciate in value. Participants can immerse themselves in a virtual empire using NFTs, managing the hiring and firing of employees, constructing cities and entire worlds, fostering valuable relationships, and simulating various business scenarios. The platform combines education, income opportunities, and entertainment, making it a multifaceted experience for users engaged in the world of BusinessBuilders.

Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform. Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.

Easily manage FinCEN beneficial ownership information reports with FincenFetch, designed specifically for law firms, CPAs, accounting professionals, and filing services. Discover efficient solutions for filing under the Corporate Transparency Act that cater to your industry and clients' needs. Utilize a specialized dashboard and secure e-filing platform to maintain complete oversight of multiple filings for beneficial ownership reporting. If you represent a reporting service such as a law firm, accounting practice, registered agent, or online formation provider, and you wish to facilitate straightforward Corporate Transparency Act reporting for numerous business owners, our solution is here to ensure your clients remain compliant with the necessary regulations. By leveraging our platform, you can enhance your service offerings and provide added value to your clientele.

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

Elevate your business while making a positive impact by enhancing your visibility, fostering community, and strengthening connections through a dedicated social-impact dashboard and storytelling platform. Local enterprises play an indispensable role in nurturing vibrant communities, displaying generosity throughout the year by supporting local charities and organizations. Unfortunately, their contributions often go unnoticed and unappreciated. We can assist you in recognizing the true worth of your contributions. Every minute spent, every dollar donated, and every item given contributes to your community narrative. Customers are inclined to support businesses that demonstrate a genuine concern for their community and are eager to engage with them. Is your community narrative being adequately highlighted? Amplify the good you bring to the table. Measure and Track Your Contributions Recognize the significance of what you provide. Every minute, dollar, product, and service you contribute accumulates over time. Have you compiled a comprehensive overview of your community investments? Gather and illustrate the extent of your contributions, their worth, and the social impact they create. Share and Engage Keep your community narrative prominent in people's minds. Develop and disseminate your community initiatives, showcasing the positive effects of your efforts and inspiring others to join in. By doing so, you not only highlight your business's commitment but also encourage a culture of giving within your community.

Discover how any small legal practice can create a tailored, comprehensive legal solution that integrates flawlessly with their website. With 70% of individuals now favoring online services, consumers have shifted to a digital-first mindset when seeking legal assistance. To align with client needs, leverage advancing technology, and foster growth that is both scalable and sustainable, owners of small law firms must accelerate their digital transformation initiatives. Become part of a community of law firm owners who have revolutionized their service promotion and delivery, benefiting from an enhanced business model that supports rapid and sustainable growth while increasing revenue and profits. By digitizing your firm’s intellectual property, you can provide innovative legal solutions online, unlocking numerous advantages. Attract a wider client base effectively, manage an unlimited number of client cases, and enhance operational efficiencies. Furthermore, create unlimited passive income opportunities and minimize the chances of human error, all while positioning your firm for long-term success in an increasingly competitive landscape.

Go Answer provides cost-effective contact center solutions aimed at ensuring the success of your business. We recognize the daily hurdles that modern enterprises encounter and work diligently to simplify your workload. By utilizing our contact center services, you can concentrate on crucial tasks that contribute to business growth, while we take care of everything else. Whether it’s managing appointment schedules or facilitating inbound sales, our offerings are tailored to help you deliver outstanding customer support round the clock. You’ll be pleasantly surprised by how budget-friendly our services are. Recognizing that customers often seek immediate interaction without necessarily wanting to engage in voice calls, we introduce our Web Chat Services, which offer prompt responses that make customers feel heard and appreciated, even in an online environment. In this fast-paced digital age, ensuring that your clients receive timely assistance is essential for fostering loyalty and satisfaction.

Transform your advertising agency into a highly efficient operation. Boost your agency's profitability by as much as 30% through comprehensive integrations. Allfred’s interconnected data and analytics features empower agency leaders to make decisions based on data, resulting in enhanced client satisfaction and more successful campaigns. Seamlessly integrate project management, resource allocation, and budgeting processes to facilitate real-time decision-making. Steer your agency toward peak efficiency and greater profitability. Gain insight into every aspect of the project workflow, including current budgets, resource management, task coordination, and time tracking. Stay informed about financial metrics to avoid the pitfalls of underbudgeting and overextending workloads. Automate repetitive tasks to save up to 30% of labor and enhance reporting efficiency by threefold. Enjoy streamlined management of budgets, finances, billing, and reporting. Utilize a user-friendly CRM system that accommodates employees, clients, and contractors alike. Improve project visibility to reduce instances of employee overwork and minimize overtime expenses. This comprehensive approach not only optimizes your agency's operations but also fosters a more collaborative environment where every team member can thrive.

Discover a cutting-edge CRM platform designed specifically for law firms, enabling you to transform relationship insights into tangible outcomes. Utilize your firm’s essential relationship intelligence to identify and seize new revenue streams. With InterAction Business Edge, you can access comprehensive dashboards and reporting tools that provide firm-wide perspectives on critical targets and opportunities. This platform consolidates your firm’s client and prospect information to create a more holistic view of your relationships. InterAction Mobility ensures you have full access to the relationship data you depend on, no matter where you are. By employing our specialized business development software, you’ll gain the ability to enhance your firm's strategies and more effectively allocate your marketing and business development resources for a competitive edge. Ultimately, InterAction Business Edge empowers you to secure more business from both existing clients and potential prospects, driving your firm's growth and success. Embrace this innovative solution to elevate your relationship management to the next level.

RapidFunnel, a prospecting app for sales leaders and coaches in niche verticals is designed for their members or students. It is a pioneer in authentic sharing technology and has a human connection to marketing technology tools. This business-building tool allows coaches and sales leaders to increase their value to clients and members by providing a variety of resources, including videos, pre-written texts, landing pages, email campaigns, contests, and landing pages.

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.

Dynamic Planner is the essential financial planning solution that guarantees investment suitability, enhances operational efficiency, and showcases value to clients. With Dynamic Planner, you can confidently create engaging financial plans that ensure your clients' investment suitability. What typically takes hours for an investment review can now be completed in under 45 minutes, streamlining your workflow. The platform is user-friendly and easy to integrate into your existing systems. Moreover, the insightful reporting features in Dynamic Planner empower firms to strengthen client relationships and deliver increased value. We invite you to discuss how our comprehensive financial planning process can benefit your organization, simplifying the implementation and onboarding experience. By utilizing Dynamic Planner's award-winning psychometric risk profiling questionnaires, you can maintain a consistent understanding of risk throughout your financial planning journey. In today's financial landscape, accurately profiling your client's risk tolerance has never been more critical for successful outcomes. This innovative approach not only enhances client satisfaction but also significantly boosts the efficiency of your financial planning operations.

We turn strategy into action. Our platform bridges the gap between your strategic plans and daily objectives, driving exceptional outcomes. With Objective Manager, we synchronize planning, performance, and engagement, ensuring every individual, process, and task within your organization serves a meaningful purpose. Regular interaction with your business strategy is essential for transforming it into a tangible success. As hybrid work models become the norm, equip your team with the essential tools to align their goals with the overall strategy of the organization. Quickly pinpoint and visualize promising new opportunities within your existing client portfolio. By leveraging algorithms to scrutinize the firm’s financial and customer data, we uncover trends and correlate them with your talent resources to reveal opportunities instantly, enabling you to focus your efforts and secure new business effectively. Additionally, this approach fosters a culture of continuous improvement and adaptability within your organization.

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.

Outlaw Practice is business and practice management software, made specifically for the challenges facing solos and small firms. To be a successful firm owner, you need to view your practice as a business, first and foremost. That means you need to have a handle on every part of your business, not just the legal work! You need to understand your marketing campaigns, sales pipeline and financials. Competing products pay lip service to these areas by talking about intake. Intake has nothing to do with marketing, and is the last step in your sales strategy! Our mission is to make you profitable. We start off by assuming that you are already an excellent attorney, and need help running a business. Because that’s what you are doing, whether you realize it or not. The founders of this business are experienced attorneys and an entrepreneur with deep experience in sales. Together we built a system that will help you master your business and rapidly increase your profits.

We assist a wide array of individuals including business owners, agencies, entrepreneurs, marketers, and even designers in fulfilling their various graphic design requirements that arise during the routine process of crafting marketing, advertising, and sales materials, whether in digital or print form. With The Futures’ reliable and adaptable service platform, you can have visual content produced for yourself and your clients effortlessly and automatically. Access your personalized online portal to monitor any active job requests or to retrieve completed content whenever you wish. Relish the benefits of having a dedicated team of account managers available five days a week to support you. Our approach involves no automated systems—only genuine professionals who are committed to ensuring the success of your requests. Your designs are executed by our full-time team of creative experts who adhere to our comprehensive 16-Step Quality Assurance framework, ensuring top-notch results every time. This means you can focus on other aspects of your business while we handle your design needs with precision and care.

Intapp Workspaces revolutionizes Microsoft Teams by transforming it into a tailored platform for developing engagement workflows, generating comprehensive insights, and streamlining engagement lifecycle management. Enhance teamwork and connect remote teams seamlessly while ensuring your organization's security and compliance measures are automatically upheld. By alleviating professionals from the weight of administrative tasks, you allow them to concentrate on nurturing client relationships and collaborating effectively on engagement delivery. Foster immediate and effortless collaboration for new engagements, thereby enhancing the return on investment for your firm's Microsoft 365 usage and maximizing productivity. Maintain your organization’s security and governance protocols through automation, even amidst the swift rise in Microsoft Teams' utilization. Create, customize, and oversee workspaces specifically designed for managing engagements, and utilize automated reminders to ensure that workspace owners remain accountable for timely updates on lifecycle changes. This comprehensive approach not only boosts efficiency but also reinforces your firm's commitment to delivering high-quality service.

Simplifying your financial planning not only enhances your effectiveness but also fosters business growth; therefore, instead of merely promoting the features and advantages of your offerings, consider providing an engaging planning experience that narrates how clients can achieve their goals. By presenting an interactive journey alongside straightforward plans, you can elevate the quality of client meetings and increase your chances of closing deals. Avoid losing potential referrals by ensuring that clients can recognize your value clearly. With a user-friendly, interactive platform, customers are more inclined to recommend your services when they have access to such a resource. Allocate less time to meeting preparations and devote more time to the clients you are meant to assist. Illustrate the results of your investment suggestions, demonstrate the effectiveness of your counsel, and cultivate trust more swiftly. With interactive, real-time planning, it's possible to convert a prospect into a client in just one hour, creating a seamless transition that benefits both parties significantly. Ultimately, this approach not only enhances client satisfaction but also strengthens your firm's reputation in the marketplace.

Successful management of an accounting firm should not be hindered by inadequate infrastructure. Equip your firm with the essential tools by investing in specialized CRM solutions from GreatSoft, which focuses on delivering top-tier CRM services tailored specifically for accountancy practices. Our cloud-based CRM systems provide optimal security, speed, and functionality to meet the diverse needs of our clients. With a dedicated team of experts continuously enhancing and supporting our software, you can be assured that your firm is always utilizing the most effective tools available. Recognizing that each accounting firm has unique requirements, we develop customized solutions to address various aspects such as tax management, document handling, and secretarial duties. This personalized approach ensures that we can meet every specific demand you may have. Our knowledgeable team is not only hands-on but also deeply understands the nuances of the accounting industry, making us a reliable partner in your firm’s growth and success. Ultimately, investing in the right CRM software can significantly enhance your firm's overall efficiency and service delivery.

All-in-one contract management platform. Fully automated, mobile-friendly legal templates that allow you to create, approve, sign, store and store your perfect contracts. Without the right CLM, you can often end up with complicated workflows that involve documents scattered across a few standalone apps. This results in overworked lawyers trapped in endless contract review and maintenance. This can lead to unwelcome contract renewals, missed opportunities and obligations, and poor legal performance. AXDRAFT provides transparency in your operations, streamlining workflows at all stages of the contract lifecycle. Our platform replaces: - MS Word Drafting - Template library - Manual redlines Email - Task management - Cloud storage - eSign Analytics AXDRAFT is customizable, unlike other CLMs. You can add the features that are most valuable to your workflows and integrate it with your existing toolset. You only pay for what is actually used.

Whether you're an individual preparing to file your taxes or an accounting firm seeking to delegate a high volume of returns to domestic tax experts, Taxfyle’s applications and APIs link you with the ideal accountants tailored to your specific requirements. Through our platform, Worklayer, we unite a network of over 4,000 licensed accountants, enabling us to accommodate any demands from our diverse client base. This enhanced workforce offers a robust accounting solution for both individuals and small businesses, facilitates domestic outsourcing for accounting firms, and provides valuable services for channel partners and marketplaces alike. We streamline the integration of tax services into your existing offerings with our user-friendly APIs, allowing for a seamless transition. Our partners utilize our extensive workforce to enrich their current catalog of services with tax solutions. Furthermore, by alleviating the burden on your business, your team can engage in more meaningful interactions with your users. Join us and tap into the largest on-demand domestic accounting workforce available today, and experience the difference it can make for your organization.

Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.

You embarked on your journey in allied health with the hope of achieving freedom, yet managing a practice quickly becomes an all-consuming endeavor. It evolves into a dynamic entity requiring constant attention, demanding dedication around the clock. From overseeing cash flow and accounting to managing profit and loss, human resources, and workplace liabilities, while prioritizing patient outcomes, it encompasses your entire day. To navigate this complexity, you require allied health software that not only simplifies daily tasks but also supports your long-term strategic objectives. Our understanding of these challenges comes from firsthand experience, as we have walked this path ourselves. This software, Hippocamp, was conceived by practice owners, healthcare providers, and enthusiastic weekend athletes—all seeking to reclaim balance in their lives. More than just a management tool, Hippocamp fosters a vibrant community committed to empowering practices to innovate, grow, and enhance patient care. Together, we strive for a future where your practice can thrive without compromising your personal life.

Accelerate your deal-making by focusing on sales intelligence that effectively showcases your solution's value at every stage of the buyer's journey. FinListics' ClientIQ serves as a premier platform designed to empower today’s sales professionals by enhancing their sales strategies and crafting compelling business cases that lead to increased returns on investment. This dynamic tool provides a competitive advantage by uncovering opportunities through tailored insights relevant to specific companies and industries. With FinListics' ClientIQ, you gain immediate access to critical data, statistics, and specialized knowledge that enables you to communicate effectively with your buyers. C-Level executives anticipate that you will grasp their organization's primary challenges, and with FinListics ClientIQ, our clients discover they are better equipped to build lasting connections with these decision-makers by addressing their most pressing concerns. By leveraging insightful business data that resonates with executive buyers, you can clearly illustrate the advantages of your solution. Notably, 79% of our clients have reported enhanced relationships with executives, underscoring the platform's effectiveness in facilitating meaningful engagements. Ultimately, this leads to not just stronger ties, but also improved sales outcomes and greater business success.

The user-friendly data room created to help you conserve both time and resources. With adaptable billing options, straightforward pricing, and seamless setup, Expero ensures that each client engagement is significantly more secure and efficient. Your peace of mind matters, and we prioritize it in every aspect of our service.

The comprehensive array of FBS offerings creates an environment that fulfills a long-held ambition of leading the MLS sector. By empowering MLSs, brokers, and agents to take charge of their data and branding, all parties are free to effectively and attractively present their distinctive value propositions to clients, both as individuals and as a unified group. FBS Products stands out as a varied set of tools that delivers the most precise and up-to-date live real estate listing IDX data available, tailored for brokers, agents, and software developers through a range of contemporary and mobile-responsive formats. Operating as a division of FBS, our IDX solutions seamlessly integrate with the Flexmls® Platform, equipping you with a search solution suitable for any website and supported by a committed team of employee-owners focused on your success. Elevate your market’s listings to new heights with innovative mobile app technology, designed to make floor plans readily accessible, swift, and cost-effective for every listing, ensuring a competitive edge in today's real estate landscape. This combination of technology and support fosters an environment where success is not just possible, but expected.