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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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FilejetFilejet simplifies the formation of new entities by handling all necessary documentation and fees for each of the 50 states on your behalf. Additionally, you can easily incorporate existing entities into the Filejet system, whether one at a time or in larger groups. The platform keeps you informed of important upcoming deadlines and enables you to settle fees for various states directly through its interface. With Filejet, you can efficiently oversee compliance requirements across different jurisdictions, submitting necessary documents and processing payments seamlessly. The platform also offers timely reminders for critical compliance tasks and milestones. Furthermore, you have the ability to add collaborators to any entity you oversee, allowing for the sharing of essential information. This integration allows you to automate your operations by consolidating all your business entities and clients within a single platform. Our system ensures you receive automated notifications, helping you stay on top of filing and payment deadlines across all states, thereby enhancing your operational efficiency. Ultimately, Filejet provides a comprehensive solution for managing your business compliance effectively.
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R3 Contract Management for GovConR3 Contract Management for GovCon offers a practical, adaptable, and cost-effective software solution tailored for small to mid-sized contractors working with the Federal Government. This platform enables organizations to efficiently oversee their contracts, subcontracts, modifications, CDRLs, CLINs, and DFAR clauses. By consolidating all contract-related information into a single system, users can swiftly access relevant data, effortlessly generate contract briefs, and effectively handle their CUI/ITAR in a system that complies with CMMC standards. Additionally, the user-friendly interface enhances productivity and streamlines the overall contract management process.
What is Officio?
Officio offers immigration professionals a comprehensive range of tools and resources designed to facilitate the establishment, operation, and expansion of their practice effortlessly. With its user-friendly, cloud-based solution, Officio enables you to optimize client file management, ensure effective communication with both prospects and clients, automate routine tasks, adhere to regulatory requirements, and keep abreast of developments in the immigration sector. You can engage with prospective clients through questionnaires available in various languages and utilize our automated scoring system to evaluate and classify your leads for different immigration programs. Enhance your outreach by automating messaging and follow-ups with customizable email templates, making it easier to convert leads into clients through straightforward setup tools like a client portal and payment scheduling options. Additionally, you can collaborate seamlessly with both clients and staff by uploading essential documents, filling out necessary forms, and managing tasks effectively. Keep your client files up-to-date with notes and time tracking for each case, while also establishing and monitoring payment schedules with timely notifications for key dates and milestones. Customize and enhance your branding with our extensive library of over 50 email and letter templates, all while managing your email and calendar from a single platform. Moreover, take full advantage of Officio’s unlimited educational resources to further enrich your practice and stay informed. Ultimately, Officio equips you with the necessary tools to cultivate a successful immigration practice in a competitive landscape.
What is CaseWare Cloud?
Access real-time, intelligent analytics and insights regarding your clients and practice from any device by utilizing Canada’s leading cloud solutions for auditing and accounting. Elevate client collaboration with our all-encompassing client portal, which provides smooth file sharing, tailored dashboards, and status reports securely maintained in a single location. Achieve a fully integrated document management system featuring centralized data storage, archiving, retention, and backup capabilities to keep all files organized for staff and teams. Effortlessly oversee your time and billing procedures from any internet-connected device, as the cloud service generates draft timesheets automatically based on your calendar and the time dedicated to client engagement files. Collaborating in the cloud enables team members to work simultaneously on the same client file, thereby simplifying the review and approval process regardless of their geographical location. This cutting-edge strategy not only boosts productivity but also ensures that all team members stay connected and well-informed, ultimately resulting in enhanced service quality for clients. In this way, the use of cloud technology transforms the operational landscape, making it easier for firms to adapt and thrive in a fast-paced environment.
Integrations Supported
AdminPulse
Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Octopus Accountancy
ProfitCents
Integrations Supported
AdminPulse
Calendly
Dropbox
Gmail
Google Drive
Microsoft Office 2021
Microsoft Outlook
Octopus Accountancy
ProfitCents
API Availability
Has API
API Availability
Has API
Pricing Information
$69 per month
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
Officio
Date Founded
1996
Company Location
Canada
Company Website
officio.ca/immigration-software.html
Company Facts
Organization Name
CaseWare
Date Founded
1988
Company Location
Canada
Company Website
www.caseware.com/products/cloud
Categories and Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Legal Case Management
Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting
Categories and Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking