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Ratings and Reviews 2 Ratings
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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BordioBordio is a software solution tailored for project management, aimed at assisting teams in organizing their projects and tasks with greater efficiency. This task management platform enables users to layout their team's weekly agenda using an interactive project planning calendar, prioritize activities through a kanban board, and set meeting reminders—all within a single cohesive system. Envision the simplicity of dragging and dropping tasks into your digital calendar, color-coding them for enhanced clarity on current priorities and forthcoming obligations. Need to arrange a meeting? You can easily do so within Bordio’s work board, simplifying your workflow by reducing the reliance on multiple applications. Furthermore, the platform allows for real-time communication within a task, ensuring that all discussions and documents remain organized and within easy reach. Bordio’s integration with Google Calendar further amplifies its capabilities by providing a consolidated view of all your schedules. This project management tool not only presents an economical option for thorough work management but also functions as both a team management software and a project tracker, facilitating the management of workloads, monitoring of progress, and ensuring timely project completion. With features such as the task tracker and team task planner, Bordio empowers users to oversee the advancement of each task effectively. In addition, the collaborative aspects of the platform foster a more engaged and productive team environment.
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GoalscapeTransform Your Aspirations with Goalscape Goalscape changes the game in goal management by providing a distinctive visual method that surpasses conventional To-Do Lists, Spreadsheets, or Kanban Boards. This approach not only streamlines the process of setting goals but also fosters a collective focus and purpose among teams. With Goalscape, large goals can be dissected into achievable subgoals, allowing for effective prioritization and progress tracking via an easy-to-use visual platform. This groundbreaking technique enables companies to flourish, individuals to excel, and teams to deepen their connections. Goalscape transforms work into an inspiring journey filled with significant accomplishments that genuinely impact lives. Developed by Olympic champions, Goalscape has garnered the trust of a diverse range of users globally, from independent professionals to major corporations, illustrating its versatility and effectiveness. Ultimately, it serves as a catalyst for turning aspirations into reality.
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InboxAllyWe collaborate closely with you to ensure that your email providers refrain from delivering spam to your inbox. Within just a few weeks, our clients have reported their open rates skyrocketing to more than double! Recipients who are highly engaged tend to open emails and actively scroll through the content as they read. This engagement should occur for nearly all opened emails, provided that the information is concise enough to fit within a single page. When a recipient retrieves an email from the spam folder, it indicates to the inbox provider that they believe an error has occurred. Furthermore, if someone shifts an email from the promotions tab to the primary inbox, it signals to the provider that their sorting method may not align with user preferences. Such actions suggest that those emails, along with others like them, should be directed straight to the main inbox. This behavior demonstrates genuine interest in the content of the email, leading inbox providers to interpret it as "This message is of utmost importance; please ensure it is not categorized as spam." As a result, building a positive relationship with your email recipients can significantly enhance your overall engagement rates.
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OpenVPNMore than 15,000 companies around the globe rely on OpenVPN's Access Server for a self-hosted VPN solution that securely connects their remote workforce to the company's private network via the internet. This ensures that employees working remotely or in hybrid setups can easily and securely access essential business resources without overwhelming you with extensive setup and maintenance tasks. OpenVPN Access Server provides a comprehensive SSL self-hosted VPN software solution, combining robust OpenVPN server functionalities with enterprise management features, a user-friendly OpenVPN Connect interface, and client software packages that are compatible with Windows, macOS, Linux, and mobile operating systems like Android and iOS. Furthermore, OpenVPN Access Server allows for a variety of configurations, enabling secure and precise remote access to internal networks and private cloud resources, all while offering meticulous access control measures for enhanced security. Additionally, its flexibility and scalability make it an ideal choice for businesses of all sizes looking to maintain high security while managing remote access effectively.
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FAMCare Human ServicesFAMCare streamlines the case management process and enhances client outcomes significantly. By utilizing automated casework through adaptable workflow tools and organized task lists, it ensures that no important details are overlooked. Furthermore, its robust pivot table reporting not only simplifies data analysis but also transforms it into an engaging task, facilitating straightforward quarterly and annual reports. Additionally, FAMCare offers a variety of modules, including those for workflow management, form creation, billing, and client portals, providing a comprehensive solution for all your case management needs. This versatility allows organizations to tailor the system to their unique requirements for maximum efficiency.
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actiTIMEactiTIME is a time management solution designed for organizations aiming to reduce the complexities of time tracking while enabling informed decision-making based on data. This platform allows you to oversee time, projects, teams, and client interactions all in one place, facilitating the monitoring of work hours, employee leave, team efficiency, project expenses, and profitability among other features. You can opt for either cloud-based or on-premises software, and can track time through an online timesheet, a browser extension, or a mobile application. With over 10,000 businesses, including notable names like DHL, Huawei, Philips, Xerox, and the University of Bristol, utilizing this tool, you can experience its benefits firsthand by starting a free 30-day trial that doesn’t require a credit card. Additionally, actiTIME’s user-friendly interface is designed to streamline your operations and enhance productivity across the board.
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HyperproofHyperproof streamlines tedious compliance tasks, allowing your team to focus on more significant challenges. Additionally, it boasts robust collaboration tools that facilitate seamless communication among team members, evidence collection, and direct interaction with auditors, all within a single platform. This eliminates the ambiguity often associated with audit readiness and compliance oversight. With Hyperproof, you gain an all-encompassing perspective of your compliance initiatives, featuring capabilities for tracking progress, monitoring programs, and managing risks effectively. Furthermore, this comprehensive approach enhances overall organizational efficiency and accountability in compliance processes.
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DocuGenerateOur web application and API facilitate the effortless creation of PDF documents, including invoices and letters. To get started, prepare your Word template by inserting tags at the locations where you wish to include dynamic content. You can then submit your data in either JSON format or an Excel file. The system will produce a document for every data entry, substituting the tags in the template with the corresponding real data. With robust customization options, businesses can easily generate PDF documents tailored to various needs. After uploading your template, the merge tags are automatically recognized based on its content. Our REST API is designed to help you craft personalized solutions for your organization. You can efficiently generate large volumes of PDF documents, such as contracts and letters, in a single go. Simply use the Generate Document API with your data, and a PDF will be created from the chosen template in a matter of seconds, streamlining your document generation process significantly. Whether you need one document or thousands, our system is equipped to handle your requirements swiftly and accurately.
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PipedrivePipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
What is Intuit Practice Management?
Manage CPAs effectively by clearly identifying tasks, their corresponding clients, and deadlines. With an intuitive drag-and-drop interface, you can effortlessly adjust priorities and assign responsibilities. Employ filters based on due dates, task progress, or team members to keep all tax preparers informed and ensure workflows operate without hitches. Furthermore, integrate your email inbox seamlessly for quick actions that require just a few clicks. You have the ability to leave comments for colleagues, tag members for necessary follow-ups, archive communications in a digital client folder, add tasks to your to-do list, or respond in the usual manner. Customize existing templates or create your own to optimize standard processes for your team. Upon completion of a task, the next one is automatically allocated to the designated tax preparer, who will find it added to their task list. Every client email, document, task, and more is organized and easily accessible. You will also benefit from a detailed audit history, allowing you to effectively monitor all activities, while important items can be pinned for instant access. This all-encompassing system not only enhances efficiency but also fosters collaboration and productivity within your team, making it a valuable tool for streamlining operations.
What is Drake Tax?
Drake Tax is equipped with a multitude of features that are specifically designed to enhance the efficiency of tax return preparation and processing for your clientele. This enables you to focus on what truly matters—building relationships with clients and growing your business. With Drake Tax, every facet of return preparation can be accelerated, ensuring that both the calculation outcomes and a detailed overview of the return are easily accessible with just a click. You can also designate items within any text field, checkbox, or tax form amount as verified, flagged for review, or marked for additional scrutiny. Should any details regarding a confirmed item change, the DoubleCheck feature will swiftly notify you for further inspection. Additionally, the software includes shortcut keys and macros, which streamline the data entry procedure, thereby minimizing the number of keystrokes needed. It also promotes a seamless transfer of data between federal, state, and city returns, while offering override options when necessary. State and city returns can be generated on demand, automatically considering taxes paid to other jurisdictions as well. Moreover, Drake Tax simplifies the process by auto-filling information based on ZIP Code and EIN entries, resulting in increased accuracy and efficiency during tax preparation. Altogether, these features make Drake Tax an essential resource for tax professionals striving to enhance their productivity and service quality. It not only saves time but also reduces the chances of errors, making it a reliable choice for any tax practice.
Integrations Supported
Amego
Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
Integrations Supported
Amego
Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per user per month
Free Trial Offered?
Free Version
Pricing Information
$330.00
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
Intuit
Date Founded
1983
Company Location
United States
Company Website
proconnect.intuit.com/practice-management/
Company Facts
Organization Name
Drake Software
Date Founded
1977
Company Location
United States
Company Website
www.drakesoftware.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
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
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