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

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

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 

Screenshots View All

Screenshots View All

Integrations

Amego Yes 
Flexspring Yes 
Gmail Yes 
LINK To Any Yes 
Lacerte Yes 
Microsoft 365 Yes 
Microsoft Exchange Yes 
ProConnect Tax Yes 
QuickBooks Online Yes 
Quickwork Yes 
Text Control Yes 
Zapier Yes 

Integrations

Amego No 
Flexspring No 
Gmail No 
LINK To Any No 
Lacerte No 
Microsoft 365 No 
Microsoft Exchange No 
ProConnect Tax No 
QuickBooks Online No 
Quickwork No 
Text Control No 
Zapier No 

Pricing Details

$60 per user per month
Free Trial No 
Free Version No 

Pricing Details

$69.99 per month
$699.99 per year
Free Trial Yes 
Free Version 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 

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 No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-management/

Vendor Details

Company Name

SeQwens

Founded

2019

Country

United States

Website

seqwens.com

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

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 

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 

Alternatives

CCH iFirm Reviews

CCH iFirm

Wolters Kluwer
Basil Reviews

Basil

CoralTree