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What is Pascal Workflow?

Organize your practice and collaborate seamlessly by utilizing all the crucial tools necessary for growth. Maintain a centralized location for tracking conversations, emails, notes, and interactions with clients and colleagues. Access all client-related information conveniently from a single interface. Effortlessly create persuasive proposals for clients and prospects alike. Simplify engagement letters to guarantee clear communication. Your team's productivity will be significantly improved with a workflow that is both intuitive and easy to navigate. Ensure that no client tasks are overlooked with our innovative agenda dashboard, which keeps every team member informed about their daily obligations. Our solution takes a holistic approach to tax return delivery, extending beyond just form 8879. Offer clients straightforward instructions for every form they must complete, including payment vouchers and estimated payment vouchers. Easily secure digital signatures on 8879 and any other personalized documents. This system supports both US and Non-US based firms, providing flexibility in its application. Moreover, it includes KBA for IRS compliance, allowing you to upload nearly any document to efficiently collect signatures. This all-encompassing platform not only increases efficiency but also elevates client satisfaction, making it an essential resource for your practice's success and growth. With these tools at your disposal, you can focus more on building relationships and driving results.

What is 4decision?

4Decision optimizes tasks, workflows, and documentation to promote effective, transparent, and timely communication, all while boosting operational efficiency and minimizing expenses. This platform provides exceptional standards and round-the-clock access to all financial data and documents within an organization. Engineered to be user-friendly and fully secure, this cloud-based solution streamlines everyday office tasks and processes related to client accounting services. By automating numerous functions, 4Decision aids users in their daily operations, enhancing both work quality and overall productivity. It elevates the execution of all professional duties and workflows, while also supporting business oversight and management at every level. Furthermore, 4Decision is a free online tool that allows for the creation and oversight of sales invoices. Through the automation of data entry and document management, it simplifies everyday tasks and enhances workflows, resulting in a well-organized financial department and accounting firm activities. Ultimately, 4Decision not only drives productivity forward but also fosters a more fluid workflow across diverse business areas, making it an indispensable asset for any organization. Additionally, the integration of user feedback into the platform ensures that it continuously evolves to meet the needs of its users.

Media

Media

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per month
Free Trial Offered?
Free Version

Pricing Information

$14.04/month/user
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

Pascal Workflow

Company Location

United States

Company Website

www.pascalworkflow.com

Company Facts

Organization Name

Microfinance

Company Location

Poland

Company Website

4decision.com/en/

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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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