Compare Aiwyn vs. Client Online

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.

Companies like yours can become more organized and more productive. You can customize statements and run insightful management reporting. Tabs3Pay allows you to accept credit card and ACH payments. The Platinum Edition also gives you mobile access to Tabs3 and Tabs3Pay. Fully meets all accounting requirements for law firms. In an integrated, easy-to-use system, you can print financial statements, pay bills, reconcile bank statements, manage client trust accounts, and even print financial statements. An electronic case file organizes all information, including contacts, appointments, emails and documents. Your practice is now more organized than ever. Dashboards that keep you informed with easy-to-read graphs and the ability monitor collections, billings, and trust balances. Clients can pay their bills online and deposit funds to Trust Accounting with Tabs3Pay.

Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.

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.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Uncover, secure, and implement new business opportunities through an integrated deal and relationship management system. Harness and consolidate the shared intelligence within your organization using a comprehensive platform dedicated to deal and relationship management. More than just a CRM, Intapp DealCloud serves as a reliable single source of truth that aids teams in enhancing relationships, accurately monitoring and forecasting their pipelines, and speeding up execution processes. Designed with AI capabilities and a specific focus, DealCloud fosters improved performance, driving stronger growth. Cultivate and maintain network connections to pinpoint high-quality opportunities while building a robust pipeline informed by unified insights from both the firm and the market. Amplify the impact of your team's efforts and reduce frustration through automated workflows and AI-driven solutions. Equip your team with the essential tools required to effectively execute and win more business at a faster pace. With Intapp DealCloud, you can empower your firm's growth and unlock its full potential. This platform not only enhances operational efficiency but also cultivates a culture of collaboration and innovation within your organization.

Bullseye is the visionary dealer and store locator platform that wins more clients. Bullseye is more than a standard locator. It allows companies to engage customers through local content, increase lead capture and drive traffic. It also helps them build relationships with agents, dealers, and other partners. Bullseye partners love because it has SEO-friendly landing pages and automated real-time leads management. Integrate partner pages to your website easily to show their work and build trust with customers. Bullseye has 20 years of experience and includes all the features that you would expect from a modern locator. These include user-friendly search interfaces and an API, in-depth reports, 3rd-party integrations and extensive tools to manage users, categories, locations, custom data fields, and location management. It is a comprehensive solution that allows you to manage all of your location data and direct customers to dealers, agents, stores, and other locations.

All-in-one booking system that allows you to manage and sell your activities and accommodation. You can take bookings directly from your website, and greatly reduce the number and frequency of phone calls required to confirm them. Our Booking Engine allows you to sell packages and give your customers the freedom to choose how much control you want. You can use our Payment Form to collect payments using any payment method you choose. You can set up automatic reminders to pay a deposit or balance payment, and allow bookings to expire if they are not paid. You can request information from your guest through the Guest Portal. You can ask specific questions, set up levels and select diets. The Guest Portal makes it easy to make your initial booking. Changing bookings, handling refunds, scheduling activities, assigning instructors, sending emails.

Haystack connects every employee of your organization with the people, resources, and information they need to thrive and succeed. Haystack provides employees with a fun, intuitive and informative way to start the day. Custom branding with no-code and a modular layout make it easy to highlight key resources, organizational culture, and knowledge. Haystack's automated multi-channel delivery, combined with actionable analytics, makes it easy for you to reach your employees at the right time and place. Spend less time looking for information and more on achieving your goals. Haystack’s knowledge-sharing features make it easy for employees to get the materials they need, no matter where in the world they are. It can be difficult to stay connected with everyone as teams grow and change. Haystack’s rich employee profiles and company directory make colleagues around the world feel as if they are right across the room.

Streamline administration and amplify training effectiveness. Arlo serves as a specialized training management system tailored for organizations in the training sector. It allows you to oversee course sign-ups, payments, website management, customer relationship management (CRM), and reporting all from a single, robust platform. Easily design courses, automate communication processes, and coordinate your training timetable along with presenters for in-person, live online, and blended learning formats. Streamline the entire registration process with customizable forms, versatile payment solutions, and intelligent invoicing. Utilize waitlists, discounts, and specific registration criteria for both private and public courses to enhance user experience. Consolidate client data, maintain relationships, and track leads in one centralized location. Monitor course effectiveness, generate customizable reports, and make strategic decisions that promote growth and success. Increase your website's traffic, enhance conversion rates, and make real-time updates seamlessly. Integrate your existing site or take advantage of Arlo's sleek, ready-to-use solution that meets modern standards. Moreover, this comprehensive system empowers training providers to focus more on delivering quality training rather than getting bogged down by administrative tasks.