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Average Ratings 0 Ratings
Description
Consolidate all client information in a single location, easily accessible at any time, featuring capabilities for clients to digitally sign documents and receive automatic reminders. AccountingHub simplifies your practice's management of information and enhances collaboration with clients. By offering online access to essential client information, documents, and forms, you can save valuable time and minimize the frequency of client inquiries. This allows clients to effortlessly retrieve or submit information whenever they choose, ensuring a seamless and secure online experience. With all client details centralized and instantly available, AccountingHub streamlines your practice's operations and improves client interactions significantly.
Description
Notis is an innovative cloud-based engagement management system tailored for accountants, facilitating seamless collaboration with their clients. It enhances organization, fosters better communication, and provides advanced analytics. Through Notis, accountants can streamline their engagements in one centralized platform, encompassing teams, clients, documents, communication, and analytics. Users benefit from a quick snapshot view that summarizes upcoming tasks and recently accessed workspaces, enabling them to efficiently prioritize their workload. The "activity center" serves as an inbox that aggregates all activities related to assigned workspaces, ensuring that users stay informed about the context of every message. These activities encompass status updates, changes in priority, task assignments, and the ability to comment or upload files. By transforming traditional file rooms into dynamic task management suites, Notis revolutionizes document handling with its unique organizational approach. Each task entry conveys its own narrative, making it easier for accountants to track progress and maintain clarity amidst multiple projects. This comprehensive system ultimately empowers accountants to enhance their productivity and client interactions significantly.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$35 per month
Free Trial
Free Version
Pricing Details
$65 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
AccountingHub.io
Country
United Kingdom
Website
www.accountinghub.io
Vendor Details
Company Name
notis
Founded
2021
Country
United States
Website
getnotis.com
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
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