Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    7,350 Ratings
    Company Website
  • Melio Reviews & Ratings
    1,994 Ratings
    Company Website
  • ProcureDesk Reviews & Ratings
    51 Ratings
    Company Website
  • Portfolio Manager Reviews & Ratings
    3 Ratings
    Company Website
  • QuickFee Reviews & Ratings
    Company Website
  • SalesNOW Reviews & Ratings
    89 Ratings
    Company Website
  • 3 Ratings
    Company Website
  • Fullbay Reviews & Ratings
    156 Ratings
    Company Website
  • Zahara Reviews & Ratings
    30 Ratings
    Company Website
  • Katana Cloud Inventory Reviews & Ratings
    226 Ratings
    Company Website

What is Pennylane?

A thorough solution aimed at improving the oversight of your clients' accounts is now available. This system automatically produces journal entries for both sales and purchases, along with all associated documentation. Utilize a sophisticated accounting review tool to monitor the progress of your financial statements with ease. It guarantees adherence to all tax obligations, including VAT returns, tax packages, and brochure management. Pennylane functions as both a cohesive accounting software and a comprehensive financial management system tailored for your clients. With Pennylane, clients can manage their purchases, process invoicing, link their sales platforms, and monitor their cash flow seamlessly. Every transaction executed on the platform assists in building your data repository. Enhance your communication with clients and colleagues by interacting directly within Pennylane, where you can chat and comment on invoices and transactions, while also keeping track of activities and deadlines related to each task. This interconnected strategy not only streamlines workflows but also significantly boosts collaboration among all parties involved, leading to improved efficiency and productivity.

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.

Media

Media

Integrations Supported

Zapier
Amego
Google Drive
Ivee
L'Addition
LINK To Any
Lacerte
Microsoft 365
Najar
Nango
Palette
ProConnect Tax
QuickBooks Online
Quickwork
Shopify
Stripe
Text Control
elba
erplain

Integrations Supported

Zapier
Amego
Google Drive
Ivee
L'Addition
LINK To Any
Lacerte
Microsoft 365
Najar
Nango
Palette
ProConnect Tax
QuickBooks Online
Quickwork
Shopify
Stripe
Text Control
elba
erplain

API Availability

Has API

API Availability

Has API

Pricing Information

€19 per month
Free Trial Offered?
Free Version

Pricing Information

$60 per user 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

Pennylane

Company Location

France

Company Website

www.pennylane.com/expert-comptable

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/practice-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

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

Popular Alternatives

4decision Reviews & Ratings

4decision

Microfinance

Popular Alternatives