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features
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support

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Description

SQUAVA is a time-tracking, project management, accounting, and forecasting tool for professional service firms. It combines all of your business's day-to-day operations in one online, outof-the-box software. SQUAVA's intelligent workflows and features make it easy to focus on the important tasks that will build your business and make money. You can answer difficult questions such as: When should I hire? How much work do I have? Our simple pricing plan scales with you business and easily pays off with the time and money that you save. We train and onboard our customers without any upfront costs. You pay monthly, just like your cash flow. SQUAVA is the software that you've been searching for to manage your business. It's amazing!

Description

TaxWorkFlow is an economical and all-encompassing management software tailored for tax and accounting practices, designed to enhance both the profitability and efficiency of your workflow while optimizing firm operations, including both internal communications and interactions with clients. This innovative solution allows your team members to collaborate remotely without sacrificing productivity, ensuring everyone remains informed and engaged. With TaxWorkFlow, you can effortlessly manage client contacts, documents, emails, notes, tasks, projects, and billing information, granting you an instant overview of each client's status, outstanding tasks, challenges, and historical data, all accessible from any location. Additionally, the client portal feature facilitates smoother document exchanges, enabling you to maintain your business operations seamlessly from anywhere, eliminating the necessity for in-person meetings with your staff or clients. Ultimately, TaxWorkFlow empowers your firm to work smarter, not harder, ensuring that you stay ahead in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$40/user/month
One, simple pricing plan eliminates user license assignment and permission management. We also train and onboard your business information for free!
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Squava

Founded

2014

Country

United States of America

Website

www.squava.com

Vendor Details

Company Name

TaxWorkFlow

Country

United States

Website

thetaxworkflow.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management No 
Project Accounting Yes 
Purchase Orders No 
Tax Management No 

Accounts Payable

Approval Process Control No 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards No 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting No 
Percent-Complete Tracking Yes 
Production Cost Tracking Yes 
Purchase Order Management No 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Planning

Agile Methodologies No 
Budget Management Yes 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Prioritization No 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management No 
Traditional Methodologies No 

Project Tracking

Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization No 
Status Tracking No 
Time & Expense Tracking Yes 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View No 
Task Board View No 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking Yes 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation Yes 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Alternatives

Alternatives