Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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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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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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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PESTBOSSPestBoss stands out as the premier business management solution tailored for pest control firms aiming to enhance their growth and streamline operations. It has been meticulously designed and continuously improved to provide pest control businesses with a comprehensive suite of tools necessary for effective management and expansion. Its user-friendly account management and CRM functionalities facilitate the conversion of leads into profitable accounts efficiently. Additionally, the task and appointment management features enable users to effectively prioritize and organize their work schedules. For accounts that need access to crucial data and documentation, a client portal is readily available. You can also generate service and device monitoring reports, which can easily be synchronized with your central office system. Furthermore, invoices can be generated on-site, allowing for quicker payment processing directly at the job location. With PestBoss, you can expect to receive payments faster due to this on-the-spot payment capability. The platform includes an industry-leading service agreement and is regularly updated with innovative features to ensure compliance with evolving safety regulations and business practices, thus providing ongoing support for your pest control operations. In an ever-changing industry, PestBoss remains committed to empowering you with the tools necessary for success.
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 Black Ore Tax Autopilot?
Black Ore's Tax Autopilot is the pioneering AI-powered platform tailored specifically for CPAs, revolutionizing the tax preparation process. By offering automated features for 1040 tax preparation, it enables accounting professionals to focus on business growth instead of being overwhelmed by monotonous tasks. This cutting-edge solution reduces employee burdens and alleviates stress through efficient automation. With the support of AI, tax preparation is expedited and becomes more accurate, empowering firms to handle a larger client base while simultaneously allowing for valuable time to be dedicated to advisory and marketing initiatives. Black Ore's Tax Autopilot transforms tax compliance into a strategic pathway for enhanced profitability and growth for CPAs. Its functionalities, including self-sufficient data classification, organization, and binder generation, significantly improve process efficiency. Moreover, it offers insights driven by AI and machine learning, seamlessly integrates with tax software, and maintains exceptional security standards and certifications. Accounting firms, regardless of their size, can effectively tackle capacity challenges with Black Ore's Tax Autopilot, leading to improved profit margins through this enterprise-ready solution. Additionally, it boosts productivity and reduces the time managers spend on reviews, enabling them to concentrate on more strategic responsibilities. The adoption of such advanced technology not only promotes firm growth but also equips them to adapt to the evolving demands of the marketplace, ensuring they remain competitive in the future.
Integrations Supported
CPACharge
Dayshape
Doc.It by IRIS
Kinective Bridge
Virtual Cabinet
Integrations Supported
CPACharge
Dayshape
Doc.It by IRIS
Kinective Bridge
Virtual Cabinet
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Black Ore
Company Location
United States
Company Website
www.blackore.ai/
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
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