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Description
FinKoper CRM is designed for Accounting firms.
Features:
Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers.
Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant.
Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window.
Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload.
Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.
Description
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Gmail
Yes
1C:Enterprise
Yes
Anchor
No
Element Finance
No
Float
No
Ignition
No
Liscio
No
Mail.ru
Yes
Microsoft 365
No
Microsoft Outlook
No
Integrations
Gmail
Yes
1C:Enterprise
No
Anchor
Yes
Element Finance
Yes
Float
Yes
Ignition
Yes
Liscio
Yes
Mail.ru
No
Microsoft 365
Yes
Microsoft Outlook
Yes
Pricing Details
€5/month
Free Trial
Yes
Free Version
No
Pricing Details
$59/month/user
Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Alfa Solution spol. s.r.o.
Founded
2022
Country
Czech Republic
Website
www.finkoper.com
Vendor Details
Company Name
Karbon
Founded
2014
Country
United States
Website
karbonhq.com
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
No
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
No
Project Management
No
Staff Management
Yes
Time Tracking
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
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
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
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
No
Document Management
Yes
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes
