Finexo PMS Description
Finexo PMS serves as a comprehensive Practice Management Software tailored specifically for Chartered Accountants and tax experts. This platform consolidates client management, task organization, document storage, and deadline tracking into a single interface. Additionally, it automates reminder notifications and enhances collaboration among team members. Primarily utilized by CA firms, this software aims to optimize routine processes and boost overall productivity. By simplifying various operational aspects, it allows professionals to focus more on client service and strategic planning.
Finexo PMS Alternatives
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Soraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
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Karbon
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
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Turia
Turia is a cloud-based management software tailored for Chartered Accountant practices in India. It enables these firms to efficiently oversee clients, tasks, recurring compliance duties, team operations, communication, and practice workflows, all within a unified interface.
By consolidating client management, lead tracking, task oversight, recurring services, document storage, billing, and team dynamics, Turia allows CA firms to handle a vast number of clients while ensuring clarity regarding deadlines and ongoing responsibilities.
The platform seamlessly integrates common communication tools such as WhatsApp and email with practice workflows, empowering teams to transform client inquiries and messages into actionable tasks. This feature significantly minimizes the likelihood of essential work being overlooked in various communication channels.
Additionally, Turia facilitates compliance management for CA firms dealing with GST, Income Tax, TDS, ROC, and other regular obligations, offering a more robust solution than traditional spreadsheets. With its comprehensive capabilities, Turia enhances operational efficiency and helps firms stay organized in a fast-paced environment.
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Pricing
Pricing Starts At:
₹5,999/year
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Finexo Software Private Limited
Year Founded:
2023
Headquarters:
India
Website:
finexo.in/
Media
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Product Details
Platforms
Windows
Mac
iPhone App
iPad App
Android App
Chromebook
Types of Training
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support
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