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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 FirmTamer?

All of your clients, contacts, and projects can be managed in a centralized location. This ensures that every team member can easily monitor all their clients, contacts, projects, and tasks from one platform. You have the option to utilize the kanban board or the client interface to make notes and track time as you manage your tasks. Task management works hand-in-hand with the tracking of billable, non-billable, and administrative hours. Billing by the hour is straightforward, as you can assign time directly to invoices. Invoices can be sent directly from the application via email to clients. Additionally, clients have the convenience of making payments online through our payment portal or through our cost-effective merchant services account. You can analyze profitability for each client, project, and task through graphs, summary reports, and detailed reports. This system provides real-time insights into the profitability and productivity levels of each team member, ensuring that you are always informed about your team's performance. Overall, it streamlines workflow and enhances efficiency across the board.

Media

Media

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
QuickBooks Desktop Pro
QuickBooks Online
iCloud

Integrations Supported

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
QuickBooks Desktop Pro
QuickBooks Online
iCloud

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per month
Free Trial Offered?
Free Version

Pricing Information

$29 per month
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

FirmTamer

Date Founded

2020

Company Location

United States

Company Website

www.firmtamer.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

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