Rev.io PSA Integrations

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Avalara offers a robust and scalable cloud-based platform designed specifically for sales automation and tax compliance needs. This comprehensive solution caters to businesses that require precise sales tax calculations while adhering to a myriad of sales tax regulations. Among its premium offerings, Avalara provides features such as VAT calculations, filing of returns, integration with POS, CRM, and CMS systems, as well as management of exemption certificates, among others. By choosing Avalara, you can simplify the management of tax compliance, enhance accuracy, and seamlessly integrate it into your existing business infrastructure with just a few easy steps. Share the ERP, e-commerce platform, or accounting software you utilize and explain your current tax management process. Embrace a solution tailored to your business requirements today, ensuring you're well-prepared for any regulatory shifts that may arise in the future. This proactive approach will not only streamline your operations but also provide peace of mind as regulations evolve.

Founded in 2011, BrightGauge, a solution from ConnectWise, was created to address a crucial gap in the small to medium-sized IT services sector: the need for a more effective method of managing data and demonstrating the value of services provided to clients. The BrightGauge Software enables users to consolidate all vital business metrics into a single interface using gauges, dashboards, and client reports, enhancing visibility and comprehension. With over 1,800 companies globally using the platform, BrightGauge seamlessly integrates with well-known business applications such as ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, and Smileback, among others. Users can perform detailed analyses of their data by manipulating metrics through addition, subtraction, multiplication, and division, with BrightGauge automatically calculating these operations. Additionally, if you want to showcase your responsiveness to ticket inquiries, you can easily present your data with embeddable gauges on public websites, making it a powerful tool for attracting potential clients and demonstrating your capabilities. The software not only enhances data management but also helps build trust with clients by transparently displaying performance metrics.

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

Experience a dependable and secure solution tailored for your online business needs. Everything necessary to kickstart your venture is at your fingertips. Enjoy a user-friendly control panel designed for effortless website management. Our team of seasoned support technicians is readily available to assist you. You'll also gain access to an extensive library filled with pre-configured web applications perfect for your site. By partnering with Sherweb, your trusted cloud ally, you’ll be amazed at the possibilities that lie ahead. Our comprehensive cloud management platform, designed to adapt to changing business demands, enables IT professionals to utilize flexible solutions backed by exceptional service from reliable experts. With a foundation rooted in cloud technology, IT professionals can rest assured knowing our continually growing selection of innovative products has been carefully curated and vetted, featuring unique proprietary software you won’t find elsewhere. We provide a robust and mature platform that allows you to balance time efficiency with cost savings seamlessly. Furthermore, you can automate and connect nearly any process by harnessing our state-of-the-art APIs, ensuring your operations are both efficient and effective. With Sherweb, the future of your online business is bright and full of potential.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

The world's best IT documentation software will help you grow your business. We are proud to serve the best-performing MSPs in the world, with more than 300,000 users in 70+ different countries every day and numerous productivity and innovation awards. IT Glue is a documentation platform that is used by thousands of MSPs. It allows you to organize your clients' information in the most reliable and efficient way to service them. There are no degrees of separation. You can link related items together so that you have all the information you need. Secure your world with an immutable audit track and next-generation password management engine. All your documentation is linked and integrated.

Minimize downtime and safeguard your clients' data while reducing expenses. Acronis Cyber Protect Cloud stands out as the sole solution that seamlessly combines cybersecurity, data protection, and management, ensuring the safety of endpoints, systems, and data. This integrated approach simplifies processes, enabling service providers to offer superior protection to their customers at a more affordable price. With cutting-edge cybersecurity measures in place, it features an advanced AI-driven behavioral detection engine designed to thwart zero-day attacks. Additionally, it guarantees dependable backup and recovery options, offering both full-image and file-level backups, as well as disaster recovery solutions and metadata collection for security forensics. The platform is tailored for managed service providers (MSPs), incorporating protection management features such as URL filtering, vulnerability assessments, and patch management to enhance control. In contrast, the conventional array of endpoint protection products suffers from a lack of integration, resulting in greater time demands for management, including tasks like maintaining licenses, installing updates and patches, verifying compatibility following updates, and juggling multiple policies across various user interfaces. By choosing Acronis, service providers can streamline their operations and improve their overall service quality.

Eliminate the hassle of logging into separate accounts by using a central dashboard that provides visibility into traffic for all your clients. This approach allows you to conduct advanced searches swiftly, thus enhancing your ability to address support tickets efficiently. With just two clicks, you can instantly remove harmful elements and block the sender across your entire customer network. Instead of managing each customer individually, you can establish global rules applicable to all or selected clients in mere seconds. Our solution empowers you to identify and neutralize a wide range of email threats, including business email compromise, spear-phishing, and ransomware, all while being user-friendly and ready to use immediately. Additionally, Mesh ensures seamless synchronization of both your mailboxes and licensing details from Microsoft 365, maintaining alignment between the Mesh billing number and the Microsoft billing number each month. Transitioning email security providers can pose challenges, particularly for larger Managed Service Providers, but our concierge service significantly simplifies the process by handling most of the setup tasks for you. This efficient support not only saves time but also enhances your operational effectiveness, allowing you to focus on what truly matters in your business.

D-Tools System Integrator is an end-to-end solution that simplifies business processes for larger projects. This includes sales, system design, documentation, field service management, and sales. brightness. Rapidly create professional proposals that are accurate and complete to increase client satisfaction and win more business. brightness. Manage project budgets efficiently and meet client needs using estimation and budgeting tools. brightness. Maximize your site visits and quickly establish budget and scope from your iPad. brightness. CRM capabilities allow you to effectively manage your sales process.

CereTax is an innovative cloud-native platform designed for sales tax automation, expertly managing complexities while offering rapid and reliable performance. Its architecture is built on a robust AWS multi-regional infrastructure, guaranteeing an impressive 99.999% uptime and exceptional scalability, which allows it to efficiently handle thousands of concurrent API and batch requests without any interruptions. The platform enables real-time transaction processing, checks the validity of purchase addresses, determines nexus and taxability, and calculates exact tax amounts in mere milliseconds. Additionally, it populates invoices with precise tax descriptions to ensure transparency in billing, compiles data for comprehensive reporting, updates financial records seamlessly, and maintains all necessary data for audit purposes. Featuring a sophisticated rules engine, it accommodates custom data inputs, overrides, intricate product bundles, revenue apportionment, and special tax considerations. Moreover, with its pioneering GIS-based rooftop accuracy, every transaction is associated with relevant statute citations, providing clarity and control directly at the user interface level, ultimately enhancing the user experience and ensuring compliance. This level of detail and automation positions CereTax as a leader in sales tax management solutions.