Alternatives to Taxaroo

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.

QuickFee (ASX: QFE) is a premier provider of payment, financing, and accounts receivable automation solutions tailored specifically for professional services firms. Our platform simplifies the Accounts Receivable process and boosts revenue growth by integrating various online payment methods and robust invoicing tools seamlessly within your practice management system. With QuickFee, you can expect fewer aging receivables, enhanced cash flow, and higher client spending. Your clients get the flexibility to pay via credit or debit cards, ACH/EFT transfers, or QuickFee's unique financing option that allows them to pay their invoice over 3 to 12 months—while firms receive the total payment upfront, incurring no extra costs. Operating across the United States and Australia, QuickFee is dedicated to providing scalable, cost-effective solutions supported by exceptional customer service.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

VetBadger, a cloud-based practice management software, enables users practice better veterinary medicine and unleash the potential of their team. VetBadger allows users to quickly check in and reduce errors, keep track clinic activity seamlessly, obtain pertinent information quickly, and report a complete exam detail. VetBadger includes features such as a fully-integrated QuickBooks and chart-centric email. Referral tracking is also available. Email and SMS text reminders are also available.

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.

Premium Strategic Business Planning Software for professionals and individuals. Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff. You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.

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.

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.

Hubflo stands out as the rapidly expanding AI-Driven Client Portal designed specifically for professionals and creatives. In just 60 seconds, you can craft a visually appealing and branded client portal that enhances client onboarding and enables you to provide services like an expert. With over ten integrated tools at your disposal—such as file sharing, contracts, approvals, client messaging, task management, and billing—you can seamlessly connect with more than 500 external applications. Currently, over 20,000 businesses, clients, and contractors rely on Hubflo for their everyday operations. Don't allow cumbersome processes to hinder your ability to offer an exceptional client experience; instead, wow your clients with an automated and customized onboarding process, ensuring smooth collaboration and service delivery. Elevate client satisfaction and boost retention rates while minimizing the need for emails, calls, and meetings. Hubflo is particularly beneficial for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and a wide array of other professional or creative service providers. Embrace Hubflo to transform how you engage with your clients and manage your services effectively.

inTandem by vCita is an adaptable and scalable business management platform that offers a white-label solution tailored for businesses that cater to small and medium-sized enterprises, utilizing AI-driven automation through its BizAI assistant to efficiently manage tasks such as responding to clients, scheduling appointments, and generating estimates. The platform encompasses a wide array of tools, including customer relationship management, scheduling systems, billing and invoicing, as well as email and SMS marketing, all complemented by customizable dashboards that can be accessed through open APIs and a vast app ecosystem. This flexibility allows partners to seamlessly integrate third-party tools and enhance functionality to create a cohesive user experience. Organizations collaborating with inTandem can select from self-managed or fully managed program options, benefiting from professional services that include onboarding, sales strategies, customer success initiatives, and ongoing support. Furthermore, they can harness robust AI insights and contextual integrations while utilizing a partnership-ready developer SDK, ultimately delivering a branded and unified solution that is fine-tuned for maximizing productivity in the SMB sector. This comprehensive approach ensures that each partner can tailor their offerings to meet the unique needs of their clientele, fostering growth and efficiency in their operations.

PriceMetrix offers data-driven insights specifically tailored for wealth management advisors and executives. By leveraging the largest retail wealth-management dataset globally, we empower firms in the wealth management sector to enhance their operations across numerous dimensions. Our platform merges industry data with sophisticated business intelligence, creating a seamless experience for users. Collaborating with financial advisors and wealth management firms, we focus on boosting productivity, enriching client experiences, and facilitating better decision-making, all while uncovering avenues for growth. Additionally, we provide immediate access to industry best practices, equipping clients with vital information that aids in the establishment of a robust and flourishing wealth management practice. Ultimately, our goal is to transform the way wealth management firms operate, ensuring they stay ahead in a competitive landscape.

CPA Pilot serves as an innovative AI-driven tax planning assistant specifically designed for accounting professionals. Functioning as more than mere software, it acts as a virtual tax consultant, aiding CPAs, Enrolled Agents, and tax firms in automating research, optimizing workflows, and providing enhanced services to clients. With CPA Pilot, firms are able to: - Automate 1040 research and tax planning tasks, saving significant hours each week. - Boost both accuracy and compliance through AI-enhanced deduction identification and integration of IRS/state regulations. - Strengthen client relationships by utilizing automated, client-ready communications, insights, and forward-thinking tax strategies. - Expand their practice by facilitating quicker onboarding of new staff and alleviating the pressures of tax season. Regardless of whether you are an independent CPA, part of an expanding tax firm, or overseeing intricate client portfolios, CPA Pilot transforms tax preparation into a quicker, more intelligent, and less stressful process—allowing you to concentrate on providing advisory services instead of being bogged down by paperwork. This innovative tool ensures that professionals can deliver exceptional value to their clients while maintaining efficiency in their operations.

Elevate your design enterprise with Ivy, a platform tailored for design firms of any scale that aspire to enhance their operational efficiency and profitability. With Ivy, you can easily source products from your preferred vendors and assemble a personalized product catalog utilizing the Ivy Product Clipper. Make a lasting impact by crafting professional, branded proposals and invoices. Turn your design concepts into reality by brainstorming, designing spaces, articulating your vision, and nurturing client relationships. Regardless of whether you're an experienced designer or embarking on your first venture, you will find support every step of the way. Connect with the industry's premier business community for design experts, where you can share trade resources, exchange best practices, and seek encouragement whenever needed. The Ivy community is always there to bolster your journey and ensure you never feel isolated in your endeavors.

Ordaana streamlines operations for small businesses by providing tailored order forms, adaptive scheduling features, efficient financial management tools, and engaging client portals, all designed to enhance both client experiences and team coordination within a single integrated platform. With a myriad of business applications bundled together, users can access comprehensive functionalities to manage their operations effectively. From client management and order tracking to generating estimates and invoices, Ordaana covers all bases. It also includes features for subscriptions, team calendars, task assignments, lead capture, scheduling, payment processing, and two-way SMS messaging. Automated reminders and notifications via email and SMS, along with insightful business analytics, ensure that no detail is overlooked in the pursuit of operational excellence. In short, Ordaana is your all-in-one solution for optimizing small business workflows.

Taskeo aims to be the essential platform for service-based companies that are weary of juggling multiple applications for their operations. This all-in-one solution offers features such as project management, appointment scheduling, customer relationship management, time tracking, and billing. It serves as an invaluable resource for various service-oriented businesses like law firms, agencies, and consulting firms that require effective business and practice management support. By streamlining these essential tasks, Taskeo ultimately allows your organization to prioritize what truly matters: serving your clients and expanding your business. With just one account required to access all functionalities, Taskeo enables users to consolidate their tools and enhance productivity, making it an efficient choice for modern businesses. This integration not only saves time but also promotes a smoother workflow across different areas of service management.

Lexolution is designed to help your law firm achieve sustained profitability. By equipping legal professionals to operate with greater efficiency, effectiveness, and a fully digital approach—all in one convenient platform—it serves as an ideal solution for corporate law firms, boutique practices, and offshoots of larger firms that have specific compliance and oversight needs. By leveraging precise billing, broadening client engagement, and creating opportunities for premium services, you can unlock your firm's complete revenue potential while reducing financial risks. Streamline operations by centralizing workflows, automating repetitive tasks, and customizing user experiences, allowing you to concentrate on what truly enhances your practice. Transform case management by speeding up procedures, providing proactive services, improving client interactions, driving exceptional customer satisfaction, and fostering enduring relationships. Lexolution prioritizes essential factors for legal business success, such as process intelligence and return on investment, ensuring that your firm not only meets but exceeds its goals for growth and efficiency. Embrace this innovative solution and watch as it elevates your practice to new heights.

OneDeck is an innovative business management platform that assists users in effectively overseeing their business data and information. This all-encompassing tool allows organizations to publish important documents, automate various workflows, and extract meaningful insights, thus facilitating smoother operations and boosting productivity. By uniting multiple features within a single platform, OneDeck acts as a central resource for businesses eager to refine their management practices. Aimed at small to medium-sized businesses, OneDeck appeals to a wide array of industries that need efficient management of their operational information. The platform proves especially advantageous for teams focused on enhancing communication and collaboration while streamlining their processes. With its intuitive interface and customizable capabilities, OneDeck empowers organizations to adjust their management solutions according to unique needs, making it an excellent option for those looking to improve their overall efficiency. Furthermore, OneDeck’s adaptability ensures that as businesses evolve, their management tools can evolve alongside them.

Capium is the pioneer in connected cloud accounting software for small and medium-sized accountants. Our vision was to eliminate the tedious work of running an accounting practice and transform the role of accountants from a number cruncher into one that provides strategic financial advice to clients. We created a software suite that combines automated accounts production with powerful practice management tools, allowing accountants to run a more profitable practice.

Winmacs enhances your everyday operations by making all workflows and processes more efficient, whether utilized on-premises or in the cloud. This highly adaptable and all-encompassing software solution is tailored specifically for mid-sized law firms and notary offices that depend on contemporary forensic and digital methodologies. Experience an intuitive user interface designed to effectively mirror all legal practice processes in a user-friendly manner. Say goodbye to the frustrations of a convoluted system and redirect your focus towards what truly matters—serving your clients. Embrace the advantages of automation to refine your workflows, minimize mistakes, and lower expenses. By simplifying repetitive manual tasks, you can increase productivity, ultimately leading to a more lucrative law practice. Additionally, manage cases effortlessly among various parties, documents, tasks, invoices, deadlines, reminders, and appointments. With these tools at your disposal, you will be better equipped to stay organized, adhere to deadlines, and ensure client satisfaction, fostering long-term relationships. This comprehensive approach allows your firm to thrive in a competitive environment while delivering exceptional service.

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

Flowlu is your ultimate destination for comprehensive business management. Offering a complete suite of tools for project organization, task delegation, financial tracking, and team collaboration, Flowlu empowers you with complete visibility into your company's operations. Streamlining your business processes, Flowlu serves as a centralized hub where you can efficiently manage all aspects of your operations in one convenient location.

Since its inception in 2013, Jamku has gained recognition as the most budget-friendly, scalable, and reliable Office Management Software, designed to assist practitioners in organizing and expanding their operations. As a comprehensive Practice Management solution, Jamku encompasses all the essential features required to oversee an office, including Compliance, Task Management, Client Handling, Password Storage, Digital Signature functionality, File Uploads, Attendance Tracking, Inward and Outward management, Expense Tracking, Bulk Email and SMS capabilities, and much more. Numerous Chartered Accountants (CAs), Company Secretaries (CSs), and other professionals across India and globally rely on Jamku to effectively monitor their clients, delegate tasks, manage to-do lists, track attendance, generate reports, bill for hours worked, and take advantage of Jamku’s impressive features that enhance efficiency and save time. This software caters to a wide variety of office environments, accommodating teams of all sizes and organizational structures. With active users spread across India, the SAARC region, ASEAN, and Africa, Jamku exemplifies versatility and adaptability in the realm of Office Management software, making it a preferred choice for many. Its commitment to continuous improvement ensures that users always have access to the latest tools and functionalities.

Enhance your profit margins by optimizing your business processes with Business Manager 365. This comprehensive platform includes essential features such as Barcoding, enabling you to oversee your operations from any location at any time. Rather than relying on a patchwork of basic applications, Business Manager 365 is designed as a fully customized business management solution tailored specifically to meet your unique requirements. Equip your employees with valuable insights to foster their success and steer them towards achieving positive outcomes for the business. Improve turnaround times for your clients by consolidating important client data and refining the scheduling workflow. Attract and keep customers by actively addressing their particular needs while simultaneously boosting sales figures. Created with the practicalities of managing a service-oriented business in mind, Business Manager 365 stands as a genuine all-in-one management solution. It has undergone rigorous testing and has received validation from fellow professionals in the industry, ensuring its reliability and effectiveness. With this powerful tool, you can elevate your business operations to new heights.

Available online, this solution is straightforward to adopt at an affordable price. By choosing mySuite, you will benefit from hosting services, data replication, regular backups, software updates, and additional features. Designed to enhance your organization's efficiency and boost productivity, mySuite significantly elevates the quality of all communication processes within your company. Currently, we proudly present BraZip mySuite as our flagship product. This comprehensive suite is crafted to oversee all aspects of business communication, standardizing procedures, eradicating ineffective practices, and seamlessly connecting team members, clients, suppliers, and end users through powerful tools that meticulously record and organize information for future reference. Moreover, with BraZip mySuite, your business can experience a transformation in how information flows, ultimately fostering a more collaborative work environment.

An all-in-one accounting management solution designed to streamline document handling, workflows, and client interactions. This platform stands out as the most connected practice management tool available for various accounting services, including tax, audit, advisory, management consulting, and compliance. Avii offers a comprehensive suite of applications aimed at boosting your firm's automation processes while enhancing the overall experience for your clients. Whether you operate a large firm or a smaller one, you have the flexibility to choose the complete suite or only the specific solutions that align with your current needs. It ensures secure document sharing within your organization while facilitating collaboration and task management with your clients. The system allows you to tailor the flow of information to the appropriate individuals and teams. By highlighting critical insights, it empowers you to drive your firm toward greater success. With Avii Intelligence powering the platform, all aspects of your operations are consolidated in one place, ultimately enabling you to optimize technology usage for improved outcomes with your clients. This holistic approach not only simplifies workflows but also fosters stronger relationships and drives efficiency across your firm.

Boost your business, supply chain, and IT evolution with our expert guidance. We assist in your strategic, organizational, and technological changes to enhance your competitive advantage. Hardis Group stands as a consulting firm, provider of digital services, and an independent software vendor. Since our establishment in 1984, we have proudly maintained our independence. Our mission focuses on speeding up the transformation of our clients’ value chains, information systems, and supply chains. Leveraging our three core areas of expertise, we empower clients to realize significant strategic, organizational, and technological advancements. We are convinced that generating greater value through cloud technologies (including applications, platforms, and infrastructure), data innovations (like AI, machine learning, and IoT), and automation solutions (such as robots, drones, and RPA) is essential for our clients’ transformation and growth. As we move forward, we remain committed to adapting our strategies to meet the evolving needs of the market.

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

Law firms are facing heightened demands to ensure their communication with clients is secure, compliant, and efficient, revealing that traditional closing management methods fall short of these expectations. Our cost-effective cloud solution, designed by legal professionals, prioritizes compliance from the ground up, featuring a secure client portal alongside customizable best practice workflows tailored to specific legal fields. It offers powerful enterprise capabilities suitable for complex transactions like mergers and acquisitions or financial reorganizations, yet remains accessible for solo practitioners. The integrated portal facilitates communication between clients and external representatives, operating beyond standard email to guarantee secure and compliant interactions. Implementing the system is straightforward, allowing you to upload existing documents and tailor workflows to align with your specific practice area, ensuring a seamless transition and enhanced operational efficiency. This combination of flexibility and security positions our solution as an essential tool for modern legal practices.

Jarvis Legal is an intuitive software solution specifically designed for small to medium-sized law firms, focusing on legal practice and case management. Completely accessible via the web, it empowers legal practitioners to operate their offices efficiently from any location at any time. With its distinctive automation tools and time-tracking functionalities, Jarvis Legal helps attorneys streamline their management of clients, documents, cases, tasks, emails, calendars, billing, accounting, and reporting effortlessly. Additionally, it boasts important features such as collaborative editing, conflict management, and trust accounting, enhancing the overall experience for law firms. This comprehensive approach ensures that legal professionals can concentrate on their core responsibilities without being bogged down by administrative tasks.

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

Enerpize is an all-encompassing, cloud-based ERP software tailored for small to medium-sized businesses across different sectors, aiming to enhance operational efficiency. It comprises a variety of interconnected modules such as sales, accounting, inventory, human resources, operations, and Customer Relationship Management (CRM). Within the sales module, users can generate and dispatch online quotes and invoices, evaluate sales performance metrics, and handle point-of-sale activities effectively. The accounting module aids in managing cash flow, tracking purchases, calculating taxes, and producing financial statements, encompassing profit and loss reports as well as balance sheets. Through the inventory module, organizations can manage an unlimited range of products, oversee multiple warehouses, issue purchase orders, and keep an eye on stock levels in real-time. Furthermore, the HR module streamlines organizational structures, facilitates employee onboarding, manages contracts, schedules shifts, tracks attendance, and processes payroll efficiently. This holistic approach not only centralizes various business processes but also empowers companies to make data-driven decisions for sustained growth.

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.

ClientFol.io, a top-tier SaaS platform for coaching organizations, supports unlimited clients. Mitch Russo, a seasoned 30-year master coach, designed this platform with a prime focus on reducing admin time and amplifying results. With a strong emphasis on accountability and goal tracking, ClientFol.io integrates the major functionalities needed to elevate the coaching experience. It smoothly and intuitively handles tasks that coaching organizations need to run smoothly and efficiently. Effortlessly manage sessions for individuals or groups, set up recurring payments, and generate custom invoices - all branded to your company's image. The payoff? Less time on admin tasks and more quality time with your clients. The system nudges clients to stay accountable, leading to glowing testimonials, improved follow-through, and tangible, measurable results weekly. With the integrated Client Portal, all coaching activities are instantly accessible to your clients or team members. And to ensure your clients are always in the loop, integrated reminders about all assignments continuously highlight the value you deliver. With ClientFol.io, watch your coaching organization thrive as you focus on what matters most; your clients!

AcuroVet, a cloud-based software for practice management, simplifies the day-to-day activities of veterinarians and animal care providers. Veterinary practices require a variety of tasks, including scheduling appointments, tracking medical records, prescribing medications, managing inventory, billing and claims, as well as handling billing. We know that this can be overwhelming. AcuroVet can take care of all your operational workflows. So you can continue to provide superior care.

TaxWorkFlow is an economical and all-encompassing management software tailored for tax and accounting practices, designed to enhance both the profitability and efficiency of your workflow while optimizing firm operations, including both internal communications and interactions with clients. This innovative solution allows your team members to collaborate remotely without sacrificing productivity, ensuring everyone remains informed and engaged. With TaxWorkFlow, you can effortlessly manage client contacts, documents, emails, notes, tasks, projects, and billing information, granting you an instant overview of each client's status, outstanding tasks, challenges, and historical data, all accessible from any location. Additionally, the client portal feature facilitates smoother document exchanges, enabling you to maintain your business operations seamlessly from anywhere, eliminating the necessity for in-person meetings with your staff or clients. Ultimately, TaxWorkFlow empowers your firm to work smarter, not harder, ensuring that you stay ahead in a competitive landscape.

Founded in 1994, Advantage Computer Services has dedicated itself to assisting local Apple Macintosh users and has experienced remarkable growth within the technology sector. Having been established during the era of the Apple II and evolving through the internet surge, we now navigate a landscape heavily influenced by technology. As your dependable and knowledgeable technology advisors, we offer Macintosh and PC-related services and consulting throughout Pennsylvania. Our extensive experience with the Apple/Macintosh ecosystem has enabled us to support a diverse range of clients across various sectors, including business, manufacturing, education, news and media, legal, medical, non-profit, and even home users. Additionally, we specialize in providing customized database solutions tailored to meet your specific requirements. Our skilled development team focuses on creating solutions that not only optimize efficiency but also lead to significant cost savings. Ultimately, our goal is to enhance your productivity! Furthermore, Noble EDU is an advanced, all-encompassing student information system designed to deliver complete solutions for independent, parochial, and public schools alike.

BrightPropose allows accounting firms to swiftly create professional, branded client proposals and engagement letters in a matter of minutes instead of hours, utilizing intelligent templates and an integrated pricing calculator that eliminates uncertainty and the risk of underpricing. Key features include the ability to fully customize proposals, emails, and engagement letters to align with a firm’s brand identity; rapid development of accounting service templates; precise and reliable pricing through a calculator tailored for varying services; an efficient workflow that imports client information from the firm's practice management software; and secure digital client onboarding with e-signatures, ensuring a smooth transition from proposal acceptance to the start of the project. By using BrightPropose, firms can not only impress their clients with quick proposal delivery but also enhance their profitability, save valuable time, streamline operations, and onboard clients with ease, all while ensuring consistency in branding and service delivery. This innovative solution ultimately empowers firms to focus more on client relationships and less on administrative tasks.

As a financial advisor, you hold the responsibility of shaping your clients' futures. AssetMark offers a range of solutions and guidance designed to ensure that future receives the focus it warrants. As wealth increases, the landscape of technology and investment opportunities grows ever more intricate. Clients will raise their expectations, and it is crucial that you evolve alongside them. Our wealth management technology empowers advisors to enhance their practices, covering aspects from portfolio construction and investment research to effective client communication and prospecting. By streamlining back-office and administrative responsibilities, you can dedicate more time to nurturing client relationships. Unlike typical third-party asset management platforms, AssetMark integrates its solutions with a personal touch, acting as an extension of your team and delivering customized, insightful support tailored to your specific needs. Our dedicated consultants and support teams are readily available to assist with platform functionality, ensuring that your practice runs seamlessly while you focus on refining your bespoke solutions. Our commitment to client success is unwavering, making us a valuable partner in your journey.

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.

Hubly empowers financial advisors to harness a seamless and efficient approach to managing client relationships, thereby enhancing the overall household experience of your firm into a streamlined and stress-free operation that can expand effortlessly. This innovative practice management platform, which is available in the cloud, merges CRM capabilities with advanced workflow automation, task distribution based on roles, conditional logic, and integrated reminders to maintain consistency and reduce the likelihood of administrative mistakes. Offering over 100 ready-made workflow templates that cover various processes such as client onboarding, fund transfers, client reviews, meeting preparations, and staff onboarding, Hubly ensures a consistent and scalable client experience. Additionally, it features a centralized hub feed along with client cards that track progress, list upcoming tasks, summarize past interactions, and clarify assigned duties, thus providing complete transparency and accountability within teams. With its intuitive, no-code interface, Hubly simplifies the creation, customization, and sharing of workflows, making it accessible for users of all skill levels. In this way, Hubly not only optimizes operational efficiency but also enhances collaboration and communication among team members.

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

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.

Deltek Maconomy is the industry's best ERP software. It will power your professional services business. This intuitive and modern software provides the business agility, transparency, and control you need to manage your company and meet your future needs. You can see the financial and resource performance of your entire enterprise. Respond to client requests, scope changes, new business and expanded service offerings. Deep insight into clients, projects, workflows, and results. Maconomy, a financial management tool that provides deep financial insights to help you see profitability for your company, project or client. High performers can be attracted and retained by offering the right combination of benefits, compensation, and career opportunities to maximize their contribution to your company’s success.

Trustee Partners ensure exceptional follow-up on your accounting through the file-sharing capabilities provided by Winbiz. As resellers of Winbiz products and services, Winbiz Partners cater to their clientele by offering various services, including software initiation, setup, and foundational guidance on utilizing Winbiz effectively. The qualification of Winbiz Specialists, who possess a certification confirming their expertise in the software, enables them to provide comprehensive training and support. These specialists are well-equipped to educate users on the advanced functionalities of Winbiz and assist with the program’s installation and configuration, ensuring a smooth user experience from the outset. With their extensive knowledge, Winbiz Specialists can also address specific user needs and optimize the software's performance for each client.

Caseroads.com offers a comprehensive cloud-based practice management solution that can save you up to 70% compared to other services. Its user-friendly interface allows you to work securely from any location, providing all essential features for a single, affordable price per user. Elevate your firm’s capabilities, enhance productivity, streamline operations, and accelerate your payment processes with ease. We invite you to begin your journey with a risk-free, 30-day trial at no expense. Caseroads is designed to help you handle a higher volume of cases more effectively, keeping you informed about crucial tasks, events, and deadlines. This platform allows for efficient tracking and understanding of each case's status while offering valuable insights into your firm's performance. It simplifies the management of a growing client list through better scheduling, streamlined intake processes, and effective conflict resolution. Additionally, Caseroads minimizes the effort required to onboard clients, manage case access, locate documents related to clients or matters, and record case activities. With this intelligent system, you can focus more on delivering quality legal services rather than getting bogged down by administrative tasks.