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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your operations by substituting multiple software applications with robust tools for workflow management, client tracking, and automation. Atlas seamlessly updates your calendar events while transforming incoming client requests into actionable workflow tasks. With Atlas Chat, you can efficiently manage task creation and event scheduling, all while providing clients with immediate access. Feel free to inquire anything from Atlas. All client data is systematically organized into profiles, showcasing recent interactions, stored documents, notes, and valuable insights from Atlas. The platform drafts responses for incoming emails, generates email communications upon request, and refreshes your workspace based on email content. You can delve into productivity metrics and time usage, receiving comprehensive insights. Additionally, assess the performance of your top clients, evaluate the productivity of your most dedicated employees, and gain a clearer understanding of your own work habits. This holistic approach to managing your client interactions ensures that no detail is overlooked.

Description

Star stands out as a reputable global supplier, drawing on its extensive experience and keen insight into the needs of businesses, which enables it to deliver tailored services to medium and large professional firms across the globe. The practice management system offered by Star is unrivaled in its depth and capabilities, specifically designed for accounting firms. With mobile apps available for recording time and expenses, the workflow remains uninterrupted no matter your location. Additionally, client payments are seamlessly processed through the Apxium payment portal, streamlining the billing process for both you and your clients, making it faster and more efficient. Star's system encompasses a wide array of robust features that ensure complete oversight and management of resources, allowing you to effectively oversee your most critical asset: your people. This comprehensive approach not only enhances operational efficiency but also strengthens client relationships through improved service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AccoAI

Founded

2023

Country

United States

Website

www.accoai.com

Vendor Details

Company Name

PS Financials

Founded

1993

Country

United States

Website

www.irisglobal.com/products/accounting-practice-management/iris-star-practice-management/

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

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

Product Features

Accounting Practice Management

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

Alternatives

TPS Practice Management Reviews

TPS Practice Management

TPS Time & Billing Software

Alternatives

DT Practice Reviews

DT Practice

Thomson Reuters