Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This all-in-one platform facilitates smooth communication between teams and clients while enhancing workflow management. By centralizing your operations, you can streamline processes, increase productivity, and elevate client satisfaction, all from a single location for maximum efficiency.
Description
A comprehensive solution designed to enhance the management of your clients' accounts. Automated journal entries for sales and purchases are generated along with their related documents. Take advantage of an advanced and insightful accounting review tool to effectively track the status of your financial statements. Ensure compliance with all tax responsibilities, including VAT returns, tax packages, and brochure management. Pennylane serves as an integrated accounting software and a holistic financial management system for your clients. Through Pennylane, your clients can oversee and settle their purchases, handle invoicing, connect their sales platforms, and keep an eye on their cash flow. Every action they complete on the platform contributes to your data input. Simplify your communication with clients and colleagues by engaging directly within Pennylane, allowing for chat and comments on invoices and transactions, while also tracking activities and deadlines associated with each task. This interconnected approach fosters a more organized workflow and enhances collaboration.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Chift
Defacto
Dropbox
GetMyInvoices
GoCardless
Google Drive
Ivee
Karmen
L'Addition
Najar
Integrations
Chift
Defacto
Dropbox
GetMyInvoices
GoCardless
Google Drive
Ivee
Karmen
L'Addition
Najar
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
€19 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bright Return
Founded
2023
Website
brightreturn.com
Vendor Details
Company Name
Pennylane
Country
France
Website
www.pennylane.com/expert-comptable
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Law Practice Management
Billing & Invoicing
CRM
Calendar Management
Client Portal
Conflict Management
Contract Management
Document Management
Email Management
Legal Case Management
Task Management
Time Tracking
Trust Accounting
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking