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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

Discover a comprehensive and adaptable practice management tool designed to streamline your operations and accelerate productivity. By breaking workflows into manageable steps, you can significantly boost your team's efficiency. Clearly define responsibilities for each task, monitor different job phases, and keep an eye on progress via detailed reports. Initiate projects automatically based on crucial client dates, and utilize internal deadlines to guarantee that all tasks are completed well ahead of compliance requirements. Improve your standard operating procedures by incorporating training videos, useful links, checklists, and email templates directly into the system. Regardless of whether your team operates in an office or remotely, you can effortlessly train new employees and delegate tasks with greater effectiveness. Additionally, you can invite an unlimited number of team members at no additional cost, allowing everyone to collaborate on the same platform seamlessly. Leverage Pixie's automation features to establish recurring tasks, automatically assign responsibilities to team members, request client statements, or send reminders for important dates. This holistic approach not only enhances productivity but also fosters a more organized and efficient workflow for your entire practice.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ClockAssist Yes 
OpenCost No 

Integrations

ClockAssist No 
OpenCost Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$69 per month
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

Pixie

Founded

2019

Country

United Kingdom

Website

www.usepixie.com

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 

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