notis Description

Notis is an innovative cloud-based engagement management system tailored for accountants, facilitating seamless collaboration with their clients. It enhances organization, fosters better communication, and provides advanced analytics. Through Notis, accountants can streamline their engagements in one centralized platform, encompassing teams, clients, documents, communication, and analytics. Users benefit from a quick snapshot view that summarizes upcoming tasks and recently accessed workspaces, enabling them to efficiently prioritize their workload. The "activity center" serves as an inbox that aggregates all activities related to assigned workspaces, ensuring that users stay informed about the context of every message. These activities encompass status updates, changes in priority, task assignments, and the ability to comment or upload files. By transforming traditional file rooms into dynamic task management suites, Notis revolutionizes document handling with its unique organizational approach. Each task entry conveys its own narrative, making it easier for accountants to track progress and maintain clarity amidst multiple projects. This comprehensive system ultimately empowers accountants to enhance their productivity and client interactions significantly.

Pricing

Pricing Starts At:
$65 per month
Free Version:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
notis
Year Founded:
2021
Headquarters:
United States
Website:
getnotis.com

Media

notis Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support

notis Features and Options

Accounting Practice Management Software

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

notis User Reviews

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