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Average Ratings 0 Ratings
Description
Beyond mere document management, we provide personalized solutions that seamlessly integrate with your current software while enhancing your business workflows. Our customized offerings are designed to work in harmony with your accounting systems, streamlining processes such as data entry, approval workflows, and electronic invoice organization. For nearly two decades, we have been dedicated to developing, marketing, and supporting our proprietary software solutions. With a portfolio of over 300 customized solutions, we possess a deep understanding of your specific needs. Our commitment extends beyond just support; we constantly strive to enhance our offerings. The innovative solution, known as the ferret, was inspired by Phil North’s extensive experience in managing various scanning bureaus across New Zealand, where he provided document management services for numerous large-scale projects. One notable instance involved the processing of 70 tonnes of large-format engineering drawings for a significant utility company. Impressively, nearly half of all the scanning tasks performed by these bureaus resulted in invoicing, highlighting the efficiency of our systems. We believe that continuous improvement and adaptation are essential to meet the evolving demands of our clients.
Description
Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$69.99 per month
$699.99 per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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
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
Ferret Software
Founded
2001
Country
New Zealand
Website
www.ferretsoftware.com.au
Vendor Details
Company Name
SeQwens
Founded
2019
Country
United States
Website
seqwens.com
Product Features
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
Yes
Version Control
Yes
Product Features
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
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes