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Description
Every business is distinct, and we understand that your obstacles are equally specific. In a free 30-minute consultation, we will attentively hear your concerns and pose insightful questions to provide you with actionable guidance and develop a feasible strategy that aligns with your objectives. This self-directed, modular program is designed to teach you the fundamentals of maintaining a financially sound business. We offer a variety of downloadable resources, reference materials, and live group coaching sessions to ensure you maximize your learning experience and apply your new knowledge in real-time. Having collaborated with numerous businesses, I have observed the recurring challenges they face. Our CFO services are tailored to meet your specific requirements, offering various tiers of business analysis, financial management, and ongoing personal support. The Moneymaker’s Mindset program delves into your perceptions and beliefs regarding money, examining how these factors influence your leadership approach and decision-making process. By understanding these dynamics, you can better navigate the financial landscape of your business.
Description
We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$27 per month
Free Trial
Free Version
Pricing Details
$20 per user 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
GrowthCast
Founded
2013
Country
United States
Website
growth-cast.com
Vendor Details
Company Name
TaxFlow
Country
United States
Website
www.taxflowsolutions.com
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
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
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management