Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

ClientFol.io, a top-tier SaaS platform for coaching organizations, supports unlimited clients. Mitch Russo, a seasoned 30-year master coach, designed this platform with a prime focus on reducing admin time and amplifying results. With a strong emphasis on accountability and goal tracking, ClientFol.io integrates the major functionalities needed to elevate the coaching experience. It smoothly and intuitively handles tasks that coaching organizations need to run smoothly and efficiently. Effortlessly manage sessions for individuals or groups, set up recurring payments, and generate custom invoices - all branded to your company's image. The payoff? Less time on admin tasks and more quality time with your clients. The system nudges clients to stay accountable, leading to glowing testimonials, improved follow-through, and tangible, measurable results weekly. With the integrated Client Portal, all coaching activities are instantly accessible to your clients or team members. And to ensure your clients are always in the loop, integrated reminders about all assignments continuously highlight the value you deliver. With ClientFol.io, watch your coaching organization thrive as you focus on what matters most; your clients!

Description

Taxaroo is the go-to cloud-based practice management solution engineered for tax businesses and CPA firms. Our platform is a game-changer in practice management, offering an array of cutting-edge features. Among these is "Roo, The AI Tax Advisor," a state-of-the-art AI tool that handles client questions, freeing you to focus on complex tasks. Our secure client portal simplifies document sharing, making interactions seamless and secure. Workflow automation is at the heart of Taxaroo, enabling you to automate everything from client acquisition to tax preparation and filing. This ensures that your practice runs like a well-oiled machine, saving you time and reducing errors. What sets Taxaroo apart is its user-centric design. There's no need for expensive consultants or lengthy training sessions; you can get started right away. Plus, we offer the most cost-effective pricing in the industry, making us the perfect fit for practices of all sizes. We're committed to staying ahead of the curve, continually updating our software to meet the evolving needs of our clients. Choose Taxaroo for a comprehensive, efficient, and client-friendly solution that will take your firm to unparalleled levels of success and client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes 
Google Calendar No 
Microsoft 365 No 
PayPal Yes 
Stripe No 
Stripe Billing Yes 

Integrations

Authorize.Net No 
Google Calendar Yes 
Microsoft 365 Yes 
PayPal No 
Stripe Yes 
Stripe Billing No 

Pricing Details

$29.97 per month
$29.97/month per coach
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

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

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
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

Mindful Guidance

Founded

2005

Country

United States

Website

www.ClientFol.io

Vendor Details

Company Name

Taxaroo

Founded

2014

Country

United States

Website

taxaroo.com

Product Features

Coaching

Appointment Scheduling Yes 
Billing & Invoicing Yes 
Business Coaching Yes 
Client Management Yes 
Goal Setting / Tracking Yes 
Life Coaching Yes 
Mentor/Coach Matching Yes 
Program Management Yes 
Progress Tracking Yes 
Sport Coaching No 

Sales Coaching

Assessments No 
Audio / Video Conferencing No 
Built-In Course Authoring No 
Call Recording Yes 
Gamification No 
Goal Setting / Tracking Yes 
Learning Plans Yes 
Onboarding Yes 
Performance Metrics Yes 

Tutoring

Appointment Scheduling Yes 
Attendance Tracking No 
Automatic Grading No 
Billing & Invoicing Yes 
Client Management Yes 
Electronic Assignments & Tests Yes 
Employee Management No 
Learning Plans No 
Lesson Notes Yes 
Online Classes No 
Online Payments Yes 
Parent / Student Portal No 
Progress Reports Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management No 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Alternatives

Alternatives

CCH iFirm Reviews

CCH iFirm

Wolters Kluwer
Practice CS Reviews

Practice CS

Thomson Reuters