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Description

Organize your work strategy according to your preferences instead of relying on your application’s defaults! Transition seamlessly between agile, waterfall, or hybrid methodologies at any point throughout the project lifecycle. Maintain an overarching view of all your projects and tasks with real-time updates. Ensure you stay on track with deadlines and milestones every single time. Identify when tasks are lagging behind and address them promptly. Utilize the integrated Slack conversation feature to enhance teamwork collaboration. Engage in discussions through comments on tasks and files while participating in chats. Receive notifications for anything that needs your immediate focus. Complete tasks more efficiently than ever before and maximize productivity with the advantages of AI. Avoid missing deadlines due to insufficient planning. Rather than juggling multiple tools like email, to-do lists, message boards, and chat platforms to coordinate your remote teams, streamline everything in a single organized space where all project elements are readily available. This way, nothing is ever misplaced, neglected, or forgotten, and your entire team can collaborate seamlessly in one exceptional virtual workspace. By fostering such an environment, you promote enhanced communication and efficiency across the board.

Description

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anchor No 
Dropbox Yes 
Google Calendar Yes 
Google Drive Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

Anchor Yes 
Dropbox No 
Google Calendar No 
Google Drive No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

$6.50 per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Binfire

Founded

2010

Country

United States

Website

www.binfire.com

Vendor Details

Company Name

Financial Cents

Founded

2018

Country

United States

Website

financial-cents.com

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management Yes 

Alternatives

Alternatives

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