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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

With Alure, accountants can effortlessly and cost-effectively streamline their office's back-end operations. The platform encompasses everything from CRM and time tracking to invoicing, document management, scheduling, and accounting, ensuring it is ideally suited for financial applications. Users benefit from real-time updates regarding customer interactions and operational processes, with comprehensive features that span CRM, time tracking, workflows, and analytics. Choose from various subscription options that best meet your specific needs, as Alure has been specially designed to address the unique challenges faced by accountants. Your data remains completely secure in the cloud, and you won’t encounter any surprise charges—just a fixed monthly fee for an all-inclusive solution. The CRM module of Alure allows for centralized management of all customer information, providing a straightforward overview of your client relationships. Understanding your client leads to identifying their needs, which is why Alure prioritizes relationship management. Additionally, you can effortlessly track the status of discussions and issues, such as outstanding invoices, with just a single click, making it a highly efficient tool for accounting professionals. This level of integration and ease of use ultimately enhances productivity and fosters stronger client relationships.

Description

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.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am CPACharge No 
ClockAssist Yes 
Dayshape No 
Doc.It by IRIS No 
Kinective Bridge No 
Virtual Cabinet No 

Integrations

8am CPACharge Yes 
ClockAssist No 
Dayshape Yes 
Doc.It by IRIS Yes 
Kinective Bridge Yes 
Virtual Cabinet Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Wolters Kluwer

Founded

1836

Country

Netherlands

Website

www.wolterskluwer.com/solutions/alure-online-practice-management

Vendor Details

Company Name

Wolters Kluwer

Founded

1987

Country

Netherlands

Website

taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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