Alternatives to Liscio

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.

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.

Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Legitigant® is a user-friendly online platform designed to manage billing specifically for small to mid-sized legal firms. Accessible through any computer or mobile device with an internet connection, Legitigant streamlines the process of tracking and accounting for all billable activities within your practice. You can easily log into Legitigant using your preferred web browser to begin invoicing your clients. For a modest monthly subscription of $19.99, Legitigant ensures that all of your billable activities are securely stored and maintained. Additionally, we provide a competitive processing fee of just 1% for client payments made through Legitigant, enabling you to receive your payments more quickly and efficiently. What’s holding you back? Join us today and start managing your billing effectively with Legitigant! Our platform includes a dedicated portal for clients to make online payments, as well as features to store and track clients' fees and payments. You can also manage clients' cases and complaints, along with document management capabilities that allow you to autofill and save client documents within Legitigant. Plus, effortlessly share client documents using your favorite file-sharing applications.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

DirectLaw is a cloud-based platform that automates legal document creation while allowing clients to access legal services online. It offers a variety of features, including online client intake forms, automated document generation, and the ability to sell document review and legal advice over the phone, in addition to a client-facing calendar. The platform seamlessly integrates with tools like Google Apps, Box, and Rocket Matter, enhancing its functionality. By utilizing DirectLaw, you can provide your clients with the convenience of drafting legal documents directly from your website. Important documents and communications between attorneys and clients can be stored for round-the-clock web access, ensuring that vital information is always available. Users can keep track of crucial dates and events shared by the firm, fostering better organization. Moreover, DirectLaw's interactive client portal is designed to improve client acquisition, retention, and overall law firm productivity. This virtual law firm platform serves as a valuable complement to your traditional business model and marketing efforts, or it can be used to develop a completely new operational approach. By adopting DirectLaw, law firms can elevate their service delivery and stay competitive in a digital-first landscape.

Encyro offers secure file storage, encrypted email and electronic signatures. Encyro's award-winning design makes it easy for you and your clients. Clients don't have to sign up for portal accounts. File sharing and encrypted messaging Encyro allows you to send directly to any email address. Encyro protects your data both during transmission as well as storage to ensure that you are in compliance with HIPAA and other compliance standards such as the GDPR, FINRA and SOX. Securely receive via your custom-branded upload page. Clients do not need to log in or go through additional steps. Electronic Signatures Encyro esignatures are designed for remote signing to protect your transaction. You can control the login options as well as the type of signature to ensure that only the right person is signing. Encyro offers custom branding, automated reminders, re-usable templates for e-sign, and re-usable Encyro e-sign templates. Access codes that comply with NIST-8006363 can be sent by SMS or text for additional security.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

BrightManager serves as a cloud-centric practice management system specifically designed for accounting and bookkeeping firms, streamlining administrative tasks and enhancing client management from the initial onboarding to the final service delivery. The platform features a client timeline that meticulously logs and timestamps every client interaction, including email openings, document signatures, and form completions, thereby facilitating comprehensive audit trails and ensuring liability protection. Among its capabilities are advanced onboarding automation, integrated task and time-tracking functionalities, customizable forms, templated workflows, a secure client portal for document sharing and e-signatures, as well as automated communication options through email and SMS. Additionally, BrightManager's Insights Hub offers detailed reporting on productivity metrics, outstanding work-in-progress, and client profitability analysis. By focusing on customization and seamless integration, the platform empowers firms to optimize repetitive administrative processes, consolidate client information in a single location, and ultimately enhance team efficiency, allowing them to devote more time to serving their clients effectively. This comprehensive approach not only improves operational efficiency but also fosters stronger client relationships through improved communication and service delivery.

Remote collaboration is possible with your clients and team. In minutes, you can create your own private workspace for your company. You can bring all your tools to one place and increase productivity while working remotely. EverLeagues connects all your company's users, internal and externe, to collaborate on day-today tasks in a secure platform. This results in better service, reduced time and lower costs. Collaboration is possible through multiple channels, groups, or teams between employees, clients, and others. Secure messaging, video conference and file sharing allow you to communicate. Everleagues offers security for all your files and messages, without compromising productivity. You can organize and manage your business with a role- and tier-based organizational system. Everleagues makes it easy to assign team members to specific organizations, even if there are different locations or departments. You can also assign clients to specific professionals or team members.

Achieve a comprehensive reporting solution that transcends traditional manual methods and accelerates your market readiness. Say goodbye to the hassle of overseeing data uploads, performing calculations, generating documents, and managing data hosting. Leverage the advanced capabilities of FactSet’s reporting suite to automate and enhance your processes. Merge essential portfolio analytics with your internal data to create and disseminate client-oriented materials, including fund factsheets, compliance reports, marketing pitchbooks, and internal board documents. Integrate holdings and returns-based assessments with your organization’s unique content. Develop documents that fuse reliable portfolio analytics—such as performance attribution and weighting—with returns-based style, risk metrics, and peer comparison analysis. Guarantee that all client-facing documents, regardless of format, embody your company's branding with meticulous attention to detail. Maintain control over every component of each document, from headers and footers to color schemes, ensuring they accurately represent your corporate identity while streamlining your reporting workflow for greater efficiency. This holistic approach not only improves accuracy but also enhances the overall presentation of your materials.

Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

Collect is an easy-to-use secure portal solution that allows you to collect and manage documents for clients. From Fortune 500 companies to small agencies and professional services providers. Collect is highly customizable, with advanced branding and white-labeling options to match a wide range of use cases. Collect allows teams to be more productive in document collection thanks to advanced features like automatic reminders, assignments, validation processes ,..., and validation workflows It can also be integrated with existing tools. // Be more productive Collect was designed to help you be more productive. // Make a good impression Collect can help you move your brand forward. Your logo and colors will be displayed on your client portal and communications. You can even have a white-label client portal. // Keep your workflow secure Collect takes security seriously and adheres to world-class security standards. Collect has data centres in the US and EU.

Sprucebooks was specifically designed to cater to the needs of the Insurance Industry. We have created a user-friendly payment relationship system that enables insurance agents to maintain regular contact with their clients through an accessible Client Portal. Today's consumers seek applications that provide real value. Our app empowers Insurance Agents, Carriers, and MGAs to effortlessly send payment requests, e-signature requests, instant messages, and essential documents to their clients. With the Assureify mobile app developed by Sprucebooks, you can easily solicit credit card payments, obtain e-signatures, distribute crucial insurance documents, and communicate via instant messaging, all while presenting enticing insurance offers. Its intuitive design ensures that clients remain engaged with your agency thanks to timely notifications. Sprucebooks equips you with tools to manage credit card payments, dispatch e-signature requests, initiate payment requests, communicate with clients, establish recurring payments, and deliver important documents, all through our user-friendly dashboard, making client interactions seamless and efficient. This comprehensive approach fosters stronger relationships between agents and their clients.

Take charge of your confidential documents with SS&C Intralinks VIA Elite, our top-tier secure file-sharing solution designed on the industry's premier dealmaking platform. Engage in smooth collaboration with both internal teams and external partners, while minimizing the time spent on manual uploads and data synchronization, thereby improving data integrity and governance. Retain control over sensitive information through detailed user permission settings, customizable workflows, information rights management, watermarking, download restrictions, and other sophisticated features. Enjoy the flexibility of accessing Intralinks from your mobile device at any time and from any location. Our secure mobile application allows you to oversee files, regulate user access, set alerts, and much more. Gain valuable insights into user activity, document utilization, and project developments through our robust reporting modules. Intralinks not only offers secure collaboration software but also provides reliable online document-sharing solutions that facilitate enterprise collaboration across various organizational, corporate, and geographical landscapes. Ultimately, this platform empowers you to maximize efficiency while safeguarding sensitive information.

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.

The intricacies of the legal framework can be daunting. Our tailored management solutions for law firms empower them to effectively address the challenges that arise from evolving operational patterns. By implementing our comprehensive law firm solution, which includes full accounting integration, firms can efficiently manage clients and cases. Our skilled developers design solutions specifically for attorneys and lawyers, taking into account the unique needs of legal practices while incorporating cutting-edge advancements within a unified system. Streamline administrative tasks, enhance your workflows, and conserve time and resources with predefined matter components. Additionally, establish a specialized platform for clients to access case details and legal materials, while also enabling secure collaboration and sharing of critical documents and content within protected workspaces. This ensures that law firms can operate more smoothly and securely in the ever-changing legal landscape.

Managing invoices and chasing payments can be incredibly tedious. By choosing to invest in SimpleBooks, you can eliminate these challenges for good — our platform effortlessly creates and dispatches invoice templates, along with sending timely reminders to clients for overdue payments. Additionally, our user-friendly quoting feature simplifies the process of bidding for new business opportunities. Whether you’re a freelancer, contractor, or a director of a limited company, keeping track of your financial details is essential. Say farewell to cumbersome paperwork, as our system consolidates reports and reconciled bank statements into an integrated platform. With just a quick glance, you’ll gain insights into how these elements impact your profits and the overall trajectory of your business, allowing for more informed decision-making. Embrace the ease of financial management with SimpleBooks, and take your business to new heights.

WeTransferQuick Cloud File Storage. WeTransferQuick Cloud File Storage is Fast, Simple, and Secure. Register now for a FREE WE-Drive (starts at 3GB). Login now to upload, back up, manage, and access your files from any device with internet access. Send file-sharing links that expire according to your terms.

You can be confident that you have safe online access to all your personal and shared information, whether through the Synology Drive mobile application, desktop client, web interface, or another Synology NAS. Documents can be shared securely, with customizable permission settings and SSL encryption ensuring their safety. The desktop app allows for seamless continuity across computers, maintaining the familiar interfaces of Windows, macOS, or Ubuntu while automatically syncing any changes made to files with other devices as soon as they are connected. To conserve local disk space and bandwidth, files can be streamed to your device only upon request, or you can opt to pin them permanently for offline access. Additionally, safeguard your data against ransomware threats or accidental loss through real-time or scheduled backups of crucial folders, ensuring that your information is always protected. With these features, you can work confidently, knowing your data management is both efficient and secure.

Upgrade to a professional platform that offers everything you need. Your data, your control, your brand. Experts agree that social chat platforms are not suitable for business. Qwil Messenger allows you to chat instantly, securely, and easily. Qwil Messenger has a higher open rate than email. Qwil Messenger has a higher response rate than email. Qwil Messenger reduces response time from 90 minutes with emails to 90 second. Secure banking-grade software allows you to stay in touch with your clients, colleagues and team. Manage conversations easily and add participants when needed. Stay connected, whether on your desktop or mobile. Save time by avoiding passwords, secure email, or identification calls. Share your screen and send documents and messages in the same conversation. Schedule your next meeting without worrying about unwelcome guests.

Peony serves as a comprehensive AI-driven platform for file management, sharing, and analytics, integrating functionalities from services like Google Drive, DocSend, DocuSign, and Dropbox into one cohesive system. The platform boasts an elegantly designed file manager that allows users to preview various file types, utilize AI for automatic organization, and leverage natural-language search to effortlessly ask questions, obtain summaries, and find documents or folders without having to navigate complicated menus. Customizable sharing options enhance branding, featuring personalized domains, logos, and robust security measures such as password protection, link expiration, watermarks, and permissions management, including capabilities for screenshot protection and “burn after read” settings. Additionally, Peony incorporates eSignature functionalities equipped with AI-driven field auto-fill, a collection of pre-made agreement templates like NDAs and contracts, as well as comprehensive audit trails. The platform also provides secure "data rooms" designed for fundraising, deal-making, or client project documentation, complete with visitor insights and detailed analytics showing who accessed which content, how long they engaged, and their geographical locations. Furthermore, Peony enhances team collaboration through dedicated channels and direct messaging features, ensuring seamless communication across teams. This innovative platform prioritizes user experience while maintaining high standards of security and functionality.

Experience a robust rules engine that accommodates the diverse billing requirements your firm encounters with its discerning clients, placing the necessary tools right in the hands of billing personnel and finance experts, all while ensuring secure access and controls. Allow us to assist you in harnessing your capabilities to negotiate distinctive and competitive investment management agreements. Our comprehensive invoicing solution is designed to create one of your firm's key client-facing documents. By generating clear and precise invoices, you can enhance cash collection efficiency and elevate customer satisfaction simultaneously. Empower your marketing team with endless opportunities to craft visually appealing invoices—say goodbye to the days of uninspiring fee statements leaving your office. Elevate your revenue management and collection processes to a global platform capable of computing fees and journal entries in any currency, ensuring seamless transactions across borders. With this system, you’ll be well-equipped to adapt to the evolving needs of your clients and maintain a competitive edge in the market.

With a beautiful interface, you can create an unforgettable experience for your clients. Manage client requests, send briefs, proposals, and get client signature-off. Integrate all the apps you use into the same interface. No more app switching. All your smart documents are accessible through a single interface. All your client content requests, briefs and proposals, SoWs, status updates, sign-off requests, and so on, can be kept in one place. Each document can contain action items. A summary of all the tasks your client must complete will be displayed to them. Help them to deliver on time. Allow your client to access the apps you already use. Figma prototypes, Airtable bases and Trello boards are all possible. You can also add client testimonials to your case studies and reuse them in any Proposal.

Enhance your signature collection and sales workflow with the top free electronic signature software, WeSignature, which is uniquely designed as the only e-Signature Sales Cloud. With WeSignature, you can conveniently send electronic signature requests to your clients via email or text, allowing them to sign documents effortlessly while they are on the move. The ability to collect payments simultaneously during contract signing is crucial for effective execution; now you can seamlessly request payment alongside document signatures. You can quickly generate templates for frequently used documents and apply necessary fields with a single click, streamlining your process. Furthermore, you can send e-signature requests to clients, enabling them to sign documents anytime and anywhere. To enhance your communication, you can incorporate a video introduction and conclusion into your signature requests, which can be utilized for marketing, upselling, providing instructions, or simply extending a friendly greeting. Additionally, WeSignature allows you to add team members to your account, enabling you to monitor their activities effectively using the WeSignature Team Builder feature, thus fostering collaboration and efficiency in your organization.

BrightPropose allows accounting firms to swiftly create professional, branded client proposals and engagement letters in a matter of minutes instead of hours, utilizing intelligent templates and an integrated pricing calculator that eliminates uncertainty and the risk of underpricing. Key features include the ability to fully customize proposals, emails, and engagement letters to align with a firm’s brand identity; rapid development of accounting service templates; precise and reliable pricing through a calculator tailored for varying services; an efficient workflow that imports client information from the firm's practice management software; and secure digital client onboarding with e-signatures, ensuring a smooth transition from proposal acceptance to the start of the project. By using BrightPropose, firms can not only impress their clients with quick proposal delivery but also enhance their profitability, save valuable time, streamline operations, and onboard clients with ease, all while ensuring consistency in branding and service delivery. This innovative solution ultimately empowers firms to focus more on client relationships and less on administrative tasks.

Signaturely is a user-friendly electronic signature platform designed to facilitate online document signing effortlessly. Transitioning to the digital realm with eSignatures allows you to work more efficiently and swiftly. The traditional method of signing documents by hand, then scanning and emailing them can be quite overwhelming; wouldn't you agree? Signaturely removes this hassle, propelling you into a more modern way of handling signatures. Simply upload your document now and have it legally signed in no time. Are you finding it challenging to sign documents without complications? The tedious cycle of printing, signing, rescanning, and emailing can be quite frustrating. When other applications cause you to sigh in exasperation, all you really desire is a straightforward signature process, and we are here to ensure it stays simple — that’s our promise. You can either upload a file or opt for a convenient template, then easily add any necessary fields. Once the signers receive an email, they can click on a link to view the document on any device. We assist signers in filling out all required fields and swiftly placing their signatures. Simplifying the paperwork process for both clients and employees is our goal, and we promise they'll appreciate the ease of use. With Signaturely, you can enhance productivity and create a more efficient workflow for everyone involved.

eSecureSend™ is a premier online file transfer solution that guarantees virus-free processing, robust security, and rapid transfer speeds. This innovative technology equips businesses handling sensitive information, whether pertaining to themselves or their clients, with an unparalleled level of security, thereby reducing their risk of data breaches or losses. With eSecureSend™, you can securely transmit files to preauthorized individuals online. Featuring an excellent user interface and a comprehensive audit trail, eSecureSend™ stands out as the top choice for secure file transfers. Adhering to industry best practices, eSecureSend™ ensures compliance with HIPAA, FINRA, and the Gramm-Leach-Bliley Act, allowing users to enjoy peace of mind regarding their data security. Additionally, eSecureSend™ serves as a user-friendly platform for seamless data exchange, facilitating the transfer of documents, images, and files for both employees and clients while maintaining the highest standards of security and accountability to protect your valuable data. With eSecureSend™, you can confidently manage your sensitive information and ensure that every transaction is safeguarded.

MY CPA Dashboard serves as an essential online management tool for CPAs, simplifying the overwhelming world of accounting documents and client demands. This innovative software acts as a CRM specifically tailored for accountants, alleviating the burdens associated with managing an accounting practice while helping you achieve your professional objectives. Accountants, CPAs, tax professionals, and bookkeepers utilize this web-based platform to facilitate effective communication with clients, minimizing complications. The user-friendly, paperless interface connects clients directly to their financial professionals, enhancing both communication and overall client satisfaction. Upon registering with our accounting firm portal, you will establish a profile that enables you to input your clients' information. Simply enter your clients' names and email addresses, allowing you to leverage the CRM client portal for smooth and efficient communication. With this system, you can focus more on delivering exceptional service while managing your workload more efficiently.

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

Apxium Collect streamlines the debtor management process and client interactions, saving your firm precious administrative hours by overseeing every aspect of debtor activities, which encompasses client communications, electronic payment processing, reconciliation, and comprehensive reporting. By fully automating these processes, Apxium Collect enables your practice to dramatically cut down on administrative expenses. This system not only integrates seamlessly with various cloud and server-based accounting platforms but is also equipped with an array of features designed to minimize the time spent on administrative tasks. Consequently, Apxium Collect allows your firm to reclaim countless hours previously devoted to pursuing overdue invoices, managing manual payments, reconciling accounts, and preparing reports. From the moment an invoice receives approval, the system takes over to ensure a smooth and efficient workflow. Ultimately, Apxium Collect transforms the way firms handle debt management, making it a valuable asset for any organization.

Experience unparalleled security for your information when sharing with external parties, specifically tailored for government and regulated sectors. Objective Connect is an advanced external file-sharing solution that empowers you with full oversight of the information exchanged outside your organization. It enables you to extend your internal governance to external collaboration while retaining authority over shared documents. Work seamlessly across various devices and teams, regardless of geographical boundaries, ensuring that there is always one consistent version of the truth. All actions are logged, allowing you to track who accessed what and when, all within a single platform. You have the power to determine which documents can be shared externally, as you can send containers of documents directly from your established file plan. Prior to any document being shared, comprehensive checks on access permissions, security protocols, and specific conditions are conducted. The system offers two-way synchronization with your existing file management, guaranteeing that all users are informed of the latest updates. Any files you receive are systematically organized in the appropriate location and marked to keep your metadata consistently accurate, fostering an environment of efficiency and trust in your data handling processes. This comprehensive approach not only streamlines your workflows but also enhances overall collaboration.

Mystro is an efficient tool designed for data gathering and client onboarding, prioritizing speed, adaptability, scalability, and development. It consolidates all the necessary components for client onboarding and information collection. Offering a modern, user-friendly experience, Mystro's products cater to the expectations of today's clients, ultimately saving you significant time on each deal while enhancing your business's representation. By simplifying intricate forms, Mystro ensures they are both aesthetically pleasing and functional. The intuitive and comprehensive form builder allows for the rapid creation of engaging multi-page online forms or users can opt for ready-made templates. Furthermore, its extensive document collection and eSigning capabilities fully automate the documentation process through features like auto-generated checklists, PDF integration, digital signatures, and timely reminders, ensuring a seamless workflow. With Mystro, your client onboarding experience is not only streamlined but also tailored to elevate client satisfaction.

Mango Practice Management is an all-inclusive software solution developed by accountants specifically for accounting professionals. This user-friendly suite of tools enables firms, regardless of size, to operate smoothly and efficiently. Whether billing is based on time or projects, it is essential to meticulously track all hours dedicated to client work. The software allows for swift invoice generation and seamless delivery, ensuring quicker payments. Additionally, it offers effective management of due dates through optimized workflows and task organization. Equipped with pre-built accounting templates, users can immediately start utilizing the software. The innovative system for secure file sharing and electronic signatures has transformed the way documents are handled, allowing users to send and obtain signatures directly from their email without the hassle of cumbersome portals. Designed by accountants, Mango Practice Management addresses the complexities of modern firm operations, helping users identify their most lucrative clients, products, and partnerships. With crucial insights readily available, decision-making becomes more informed and strategic. Ultimately, Mango equips accounting professionals with the necessary tools to thrive in a competitive environment.

Promote memberships, packages, or individual sessions seamlessly via a user-friendly online platform designed for clients. Incorporate third-party payment systems, manage billing and documentation effortlessly, and enable direct bank deposits for convenience. Enhance client interaction through a personalized app and web portal, allowing easy access for clients to purchase and enroll in your services directly from their mobile devices. Leverage automated communications, such as emails and text messages, to provide reminders, implement targeted marketing strategies with customized sign-up links, issue receipts, and keep clients updated on any schedule changes. This comprehensive approach not only simplifies the process for clients but also streamlines your operations for maximum efficiency.

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

Enhance and optimize all facets of your tax and accounting firm with CCH iFirm, a comprehensive suite designed to refine both internal operations and client interactions. By utilizing the CCH iFirm Suite, you can automate workflows and gain better visibility, enabling more efficient work processes and quicker service delivery to clients. Safely and swiftly share documents with clients or colleagues through a customizable portal, ensuring streamlined communication. Consolidate all client data into a single, secure repository for enhanced accuracy and ease of access. Explore the features of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by arranging a demo without any obligations. Should you have any inquiries, a consultant from Wolters Kluwer Solutions is ready to assist you in identifying the best tools tailored for your business needs. Additionally, consider how these solutions can transform your operations and elevate your client service experience.

Datto Workplace offers enterprise-grade file sync and shared to managed service providers without compromising security or efficiency. Datto Workplace is a business-oriented collaboration platform that allows clients to share files from any device. One, simple, and scalable solution that can be used for all roles, from sales technicians to executives. You can customize settings to meet your business's needs and simplify implementation. MSPs can schedule reports on system activity, monitor usage, and perform auditing on-demand. By leveraging integrations with core business tools like Microsoft, G Suite and Active Directory, workplace users can securely collaborate from any device. Clients can work securely with Datto Workplace, which boasts a 99.99% uptime and HIPAA, GDPR and SOC 2 compliance. Datto Workplace offers the security, mobility and control that businesses require.

Transform how your organization manages data sharing both internally and externally with robust solutions that prioritize security, compliance, and efficiency. Wizuda MFT empowers IT departments to oversee the flow of essential data seamlessly, catering to both internal stakeholders and outside partners through a single, centralized platform. This system is designed to grow alongside your organization, offering complete visibility into all file transfer activities. It ensures that employees and clients have a straightforward, secure, and compliant method for exchanging sensitive information. By eliminating file size restrictions and incorporating default encryption, the reliance on insecure methods like USB drives can be significantly reduced. Users can conveniently send files via email through Wizuda, either directly from their Outlook accounts or through a secure web portal, enhancing overall usability. Additionally, Wizuda Virtual Data Rooms deliver a safe online space for document storage, collaboration, and distribution, empowering businesses to manage their sensitive information effectively. With a focus on ‘privacy by design,’ these VDRs can be established within minutes, allowing organizations to quickly enhance their data management capabilities. Overall, embracing Wizuda solutions can significantly streamline your organization’s data sharing processes, making them more secure and efficient.

RMail®, the e-security platform from RPost®, is a global leader in 2000. RMail is a specialist in elegantly simple email encryption for privacy, compliance, legal e–delivery proof secure file sharing, email rights management, email impostor protection and email encryption. RMail's transmission security services are often used by businesspeople and business systems that need to send sensitive or consumer-regulated information. These RMail services can be used for messages that require additional functionality beyond standard email. They include (a) an easier-to-use and more automated email encryption to ensure privacy compliance; (b) a verifiable proof record of who sent what email to whom; (c) assurance and peaceof mind in relation to delivery and open status email of important and time-deadline emails, (d) need to have a timestamped proof that content was delivered; (f) the need to securely share large files.

TitanFile is an award-winning secure file share and client collaboration platform. TitanFile is as simple to use as email. This results in increased efficiency, cost savings, customer satisfaction, and improved security and compliance. TitanFile is flexible and supports a variety of workflows including secure file sharing, group collaboration and customer-initiated workflows.