Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Sperse is a software package that provides clarity, connectivity, and collaboration to help you know your customers, your cash, and your data. Your client-facing portal connected to a powerful management system. Your portal site is vital for customers and partners to communicate, collaborate and engage with you. Find out how we can power your portal with an exceptional user-experience and smart back-end functionality to manage data. Many businesses have trouble planning cash flows because they look at their business from the rearview mirror using today's financial tools. Poor data quality and integrity can result from poor connectivity between applications. This requires employees and users to learn a lot. This can slow down daily operations and adds a significant hidden cost to the business.
Description
Taxaroo is the go-to cloud-based practice management solution engineered for tax businesses and CPA firms. Our platform is a game-changer in practice management, offering an array of cutting-edge features. Among these is "Roo, The AI Tax Advisor," a state-of-the-art AI tool that handles client questions, freeing you to focus on complex tasks. Our secure client portal simplifies document sharing, making interactions seamless and secure.
Workflow automation is at the heart of Taxaroo, enabling you to automate everything from client acquisition to tax preparation and filing. This ensures that your practice runs like a well-oiled machine, saving you time and reducing errors.
What sets Taxaroo apart is its user-centric design. There's no need for expensive consultants or lengthy training sessions; you can get started right away. Plus, we offer the most cost-effective pricing in the industry, making us the perfect fit for practices of all sizes.
We're committed to staying ahead of the curve, continually updating our software to meet the evolving needs of our clients. Choose Taxaroo for a comprehensive, efficient, and client-friendly solution that will take your firm to unparalleled levels of success and client satisfaction.
API Access
Has API
API Access
Has API
Integrations
Activepieces
Facebook
Gmail
Google Calendar
Google Sheets
LinkedIn
Mailchimp
Microsoft 365
PayPal
QuickBooks Online
Integrations
Activepieces
Facebook
Gmail
Google Calendar
Google Sheets
LinkedIn
Mailchimp
Microsoft 365
PayPal
QuickBooks Online
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Sperse
Founded
2016
Country
United States
Website
www.sperse.com
Vendor Details
Company Name
Taxaroo
Founded
2014
Country
United States
Website
taxaroo.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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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