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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Enhance your productivity and operational efficiency with AdminPulse, allowing your accounting firm to expand while seamlessly adhering to legal requirements. Explore a flexible and intuitive online office management solution specifically designed for your organization. Gain a comprehensive understanding of your clients and tasks within the accounting sector, as every detail regarding your customers is meticulously recorded. With essential tools like task management, payment tracking, and document organization, you will maintain clarity over your office's documentation. Consequently, your administrative tasks will always be streamlined, keeping everything organized and manageable. You can monitor and analyze your productivity over time, utilizing reports to refine your workflows as necessary. With current insights at your fingertips, you will be able to enhance your accounting firm's efficiency further, ultimately saving valuable time. This newfound efficiency empowers you to deliver greater value to your clients, elevating both your practice and customer satisfaction to unprecedented heights. Consequently, your firm is poised for continued growth and success.

Description

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign
CSAM TRIS
CaseWare Cloud
ClockAssist
Docusign
Exact Online
Gmail
LexPI
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Nitro
POM Applications Suite
QuickBooks Desktop Pro
QuickBooks Online
Sage Accounting
Silverfin
ValidSign
WinBooks
Zapier

Integrations

Adobe Acrobat Sign
CSAM TRIS
CaseWare Cloud
ClockAssist
Docusign
Exact Online
Gmail
LexPI
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Nitro
POM Applications Suite
QuickBooks Desktop Pro
QuickBooks Online
Sage Accounting
Silverfin
ValidSign
WinBooks
Zapier

Pricing Details

€163 per month
Free Trial
Free Version

Pricing Details

$29 per month
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

AdminPulse

Country

Netherlands

Website

adminpulse.eu/

Vendor Details

Company Name

FirmTamer

Founded

2020

Country

United States

Website

www.firmtamer.com

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

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

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