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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

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat No 
CCH Axcess Tax No 
CCH ProSystem fx No 
ClockAssist Yes 
GoSystem Tax RS No 
Lacerte No 
Microsoft Outlook No 
UltraTax CS No 

Integrations

Adobe Acrobat Yes 
CCH Axcess Tax Yes 
CCH ProSystem fx Yes 
ClockAssist No 
GoSystem Tax RS Yes 
Lacerte Yes 
Microsoft Outlook Yes 
UltraTax CS Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

For more information check out our pricing page.
Free Trial Yes 
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 Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
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

SafeSend

Founded

2008

Country

United States

Website

safesend.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 

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management 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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