Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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QuickFeeQuickFee (ASX: QFE) stands out as a leading provider of payment, financing, and accounts receivable automation solutions specifically designed for firms in the professional services sector. Our platform streamlines the Accounts Receivable process and accelerates revenue growth by seamlessly integrating various online payment options and comprehensive invoicing tools into your practice management system. With QuickFee, businesses can look forward to reduced aging receivables, improved cash flow, and increased client spending. Clients enjoy the convenience of paying through credit or debit cards, ACH/EFT transfers, or QuickFee's innovative financing solution, which enables them to manage their invoice payments over a period of 3 to 12 months, allowing firms to receive the full payment upfront without incurring additional costs. Operating in both the United States and Australia, QuickFee is committed to delivering scalable, economical solutions backed by outstanding customer service, ensuring that professional firms can thrive in today’s competitive environment. Additionally, our focus on technology and user experience continues to drive innovation in the payment processing industry.
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Tabs3Your organization can enhance its efficiency and structure significantly with our solutions. By utilizing customizable statements and generating detailed management reports, you can gain valuable insights into your operations. With Tabs3Pay, you are empowered to accept both credit card and ACH payments effortlessly. Additionally, the Platinum Edition offers mobile access to both Tabs3 and Tabs3Pay, ensuring flexibility for your team. This comprehensive system meets all accounting needs specific to law firms, allowing you to print financial statements, manage bill payments, reconcile bank accounts, oversee client trust accounts, and generate detailed financial reports seamlessly. An integrated electronic case file ensures that all critical information, including contacts, appointments, emails, and documents, is well-organized. As a result, your practice is now more streamlined than ever before. Furthermore, informative dashboards present easy-to-understand graphs that allow you to monitor collections, billings, and trust balances effectively. Clients also benefit from the convenience of paying their invoices online and depositing funds directly into Trust Accounting through Tabs3Pay, enhancing overall client satisfaction and engagement. This integrated approach not only simplifies processes but also promotes a more productive work environment.
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FundCountFundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.
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FDM4Gaining a deep insight into a company necessitates delving into its internal dynamics. Our corporate video offers a unique glimpse into the FDM4 International office, highlighting our committed team and the fundamental principles that guide our operations. We deliver a holistic solution that merges software, hardware, development, and design to effectively tackle your business obstacles. Uncover more about FDM4 and the steadfast dedication we have towards enhancing your business development. One of the most challenging aspects of choosing a software solution is finding one that meets your unique needs while conforming to industry benchmarks. At FDM4, we have proactively addressed this issue; thus, our software is crafted to be adaptable and multifunctional. We serve a diverse array of sectors, whether they encompass apparel, hard goods, or consumer products. The true essence of a company is often reflected in its clients’ satisfaction, which is why we invite you to delve into the success stories of those who have collaborated with FDM4. We not only provide the necessary software but also the unwavering support essential for your business to flourish. By selecting FDM4, you are not merely opting for a service; you are becoming part of a community dedicated to shared success and innovation, ensuring that your journey with us will be rewarding. Together, we can pave the way for transformative growth and achievement in your industry.
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OrionThe Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.
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ModentoOur cloud-based platform for patient communication and engagement is designed to meet the daily demands of your dental practice, featuring an intuitive interface. With a HIPAA-compliant dashboard, it provides superior digital forms and consents, facilitates two-way communication with patients, enables intraoffice messaging, and automates appointment reminders, confirmations, reviews, recalls, and even includes a personalized app-based loyalty program. Modento effortlessly integrates with your existing Practice Management System, thereby enhancing operational efficiency and reducing the time your staff spends on document scanning and phone calls. Numerous dental offices across the nation have experienced increased case acceptance rates, higher patient retention, improved profitability, and growth in their patient base thanks to Modento. Visit our website today to schedule your demo and discover the transformative impact Modento can have on your practice. By utilizing our platform, you can elevate patient engagement and streamline your operations effectively.
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AdaCareFinding the ideal caregiver for your client is a breeze! Our comprehensive database efficiently pairs caregivers with clients by considering their skills, availability, and geographic proximity. You can easily track your leads and referral sources, maintaining a complete record of all your interactions. Additionally, your website can be seamlessly integrated with AdaCare's databases. It allows you to organize all your staff information, including names, addresses, phone numbers, available hours, CEUs, and expiration dates. Our innovative "instant timecard" feature eliminates the need for cumbersome paperwork and sends alerts for any late arrivals. This ensures you have improved documentation with reduced effort. Caregivers can log in to view their calendars, maps, and schedules, benefitting both them and your office staff. For streamlined billing and payroll processes, you can conveniently print and export hours and mileage data. Furthermore, access to detailed reports and charts empowers you to effectively manage your business operations. You have the flexibility to work from anywhere—whether it's from home, in the office, or on the go—while ensuring security and reliability. Caregivers are also able to log in from home to print their schedules or access maps, enhancing their ability to stay organized and efficient in their roles. This system not only simplifies operations but also boosts communication and coordination among all team members.
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CycloidCycloid is an Internal Developer Portal and Platform with modules around self-service and platform orchestration, project lifecycle and resource management, FinOps and GreenOps and plugins. It can be consumed through the console, in CLI or in API. Cycloid focuses on platform engineering done right. We optimize the developer experience and operational efficiency by accelerating the delivery of a portal and platform, alleviating the cognitive load on IT teams and advocating for FinOps & Green IT practices. With our Internal Developer Portal and Platform, you don’t need to start from scratch to get a fully customized solution. Platform teams design, build and run the platform enabling end-users to visualize, deploy and manage existing and new projects, interact with cutting-edge DevOps and Cloud automation without the need to become an expert, while keeping best practices in place, cloud expenses under control with a minimum carbon footprint. We are also the editor of Open Source projects such as TerraCognita, reverse Terraform, InfraMap, infra diagram and Terracost, cost estimation. We work with Global organizations, US and EU public institutions, scale ups across America, Europe and Asia. 6 of the top 10 System Integrator and Managed Services Providers are working with us as a customer and/or as a partner.
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RXNTRXNT has spent over 25 years building cloud-based healthcare software designed for ambulatory practices and medical organizations of all sizes and specialties. Our innovative, AI-powered, and data-backed software solutions help practices grow, improve clinical efficiency, and streamline business operations—whether you're a solo provider, large healthcare organization, or billing services company. With over 60,000 medical professionals across all 50 U.S. states relying on RXNT, our fully-integrated, ONC-certified software system includes Electronic Health Records (EHR), Physician Practice Management (PPMS), Medical Billing and Revenue Cycle Management (RCM), E-Prescribing (eRx), Scheduling, Patient Portal, mobile applications, and more. Every product works seamlessly as one system or can be used standalone, giving you flexibility to choose what works best for your practice. Our SaaS-based Full Suite software solution integrates every area of RXNT through a secure, centralized database, enabling real-time data flow across clinical and administrative functions. Whether you're modernizing your medical practice or scaling your healthcare business, RXNT delivers all-in-one technology to help you succeed. So far, users have transmitted over 125 million prescriptions and processed more than $7 billion in insurance claims. Built for usability and accessibility, RXNT’s cloud-based software is available 24/7 from any device and includes mobile apps for iOS and Android. Simple, transparent pricing means no hidden fees, and every plan includes free implementation & training periods, data migration, storage, software updates, and U.S.-based customer service.
What is CCH iFirm?
Transform and elevate every aspect of your tax and accounting practice using CCH iFirm, a robust suite designed to enhance internal workflows and client engagement. By adopting the CCH iFirm Suite, you can streamline processes through automation and achieve greater transparency, which leads to more efficient operations and faster service for clients. Effortlessly and securely exchange documents with clients or team members via a customizable portal, promoting effective communication. Aggregate all client information into a centralized, secure location to improve accuracy and facilitate easy access. Take the opportunity to discover the functionalities of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no-obligation demo. If you have any questions, a consultant from Wolters Kluwer Solutions is available to help you pinpoint the ideal tools suited for your firm's specific requirements. Furthermore, reflect on how these innovative solutions can revolutionize your business processes and significantly enhance the client service journey. Ultimately, embracing CCH iFirm could be the catalyst for lasting improvements in your firm's efficiency and client satisfaction.
What is Avii Workspace?
An all-encompassing accounting management solution tailored for efficient document management, streamlined workflows, and enhanced client engagement. This platform stands out as the most integrated tool for overseeing diverse accounting functions, such as tax, audit, advisory, consulting, and compliance services. Avii offers a unified collection of applications aimed at automating operations and boosting client satisfaction. Regardless of your firm's scale or aspirations, you have the flexibility to adopt the complete suite or opt for only those components that align with your immediate requirements. It guarantees safe document sharing among team members while promoting collaboration and task management with clients. Moreover, it provides the ability to customize the flow of information according to the specific needs of individuals and teams. This platform emphasizes crucial data that can play a pivotal role in your firm's prosperity. Powered by Avii Intelligence, the entire system integrates all facets of your operations into a cohesive experience. By leveraging Avii, firms can revolutionize their technological approach, resulting in better client outcomes and a more effective operational workflow. This dynamic solution is crafted to evolve and expand in tandem with your firm’s changing demands. Furthermore, it empowers accounting professionals to focus on strategic initiatives while minimizing time spent on mundane tasks.
Integrations Supported
8am CPACharge
Box
Dayshape
Doc.It by IRIS
Kinective Bridge
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Virtual Cabinet
Integrations Supported
8am CPACharge
Box
Dayshape
Doc.It by IRIS
Kinective Bridge
Microsoft 365
Microsoft OneDrive
Microsoft Outlook
Virtual Cabinet
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$20 per feature
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Wolters Kluwer
Date Founded
1987
Company Location
Netherlands
Company Website
taxna.wolterskluwer.com/firm-management-and-workflow/ifirm
Company Facts
Organization Name
Avii
Company Location
United States
Company Website
avii.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking