FirmTamer Description
All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.
FirmTamer Alternatives
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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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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Engager.app
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
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Bizalys
Bizalys is an integrated office management solution specifically created for CA, CS, and CMA firms to oversee clients, compliance, services, tasks, documents, billing, and employee assignments all from a single platform. Featuring over 600 predefined automated workflows, Bizalys enables firms to optimize repetitive compliance tasks, delegate responsibilities, monitor progress, manage service assignments, and enhance overall workflow effectiveness.
Its main attributes encompass client management, both single and bulk service assignments, employee task oversight, service reassignment, automation of compliance workflows, document handling, billing and invoicing, access control based on roles, timesheet management, as well as comprehensive dashboards and reporting tools.
By utilizing Bizalys, professional firms can significantly minimize manual efforts, elevate team efficiency, standardize their processes, and achieve greater clarity regarding daily operations through a unified system. This software not only enhances productivity but also fosters a more organized approach to managing various office tasks.
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Pricing
Pricing Starts At:
$29 per month
Pricing Information:
$10 per month for each additional user
Free Trial:
Yes
Integrations
Company Details
Company:
FirmTamer
Year Founded:
2020
Headquarters:
United States
Website:
www.firmtamer.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support
FirmTamer Features and Options
Accounting Practice Management Software
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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