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What is Process Server's Toolbox?

PST provides a user-friendly solution tailored for small process servers, yet it is powerful enough to cater to the needs of larger firms, boasting features like job trading, in-depth analytics, and automated communication with clients. With our effective Windows desktop application and a contemporary web version accessible on any device, you can manage your process serving operations from virtually any location. Billing and payment procedures are made efficient, enabling you to invoice clients quickly with options for generating client statements, batch invoices, and monitoring receivables and payments, including the convenience of online payment methods. The role of your process servers is crucial to your business, and PST includes one of the most advanced document management systems in the industry, featuring document classification, trading capabilities, visibility controls, and sophisticated barcoding for seamless automation of attachments. Keep your clients updated effortlessly with automated emails that inform them of job statuses and confirm completions, fostering engagement and satisfaction with your services. By utilizing these features, you can significantly streamline your processes and strengthen client relationships like never before, making your operation more efficient and responsive to client needs. Ultimately, PST equips you with the tools necessary to thrive in the competitive landscape of process serving.

What is FinKoper?

FinKoper CRM is specifically tailored for accounting firms, offering a suite of useful features. One of the standout functionalities is communication, which enables interactions with clients through Telegram, WhatsApp, or Email, allowing all accountants handling a client to converse within a single interface, eliminating the need for personal messaging apps. Additionally, the service generates a tax calendar for each client upon setup, seamlessly integrating tax reporting schedules into the accountants' calendars. The platform also includes a system for chats and tasks, where employees can monitor and assign tasks to themselves and their teammates, complete with options for recurring tasks, checklists, tags, comments, and document attachments all organized in a single location. Furthermore, the work time tracking feature provides insights into staff planning, qualifications, and workloads, helping firms optimize their resources effectively. Lastly, managers benefit from comprehensive analytics that deliver detailed reports, graphs, and charts illustrating employee productivity and work efficiency for each client and task, ensuring informed decision-making. This holistic approach streamlines operations and enhances collaboration within accounting teams.

Media

Media

Integrations Supported

ACH Payments
Android
Apple iOS
CaseAware
Cogent
Docusign
HelloWorks
MapQuest
NAPPS
Perfect Practice
Time Matters

Integrations Supported

1C:Enterprise
Gmail
Mail.ru
Telegram
WhatsApp
Yandex Disk
Yandex Mail

API Availability

Has API

API Availability

Pricing Information

$40 per month
Free Trial Offered?

Pricing Information

€5/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

DreamBuilt Software

Date Founded

1988

Company Location

United States

Company Website

www.dbsinfo.com

Company Facts

Organization Name

Alfa Solution spol. s.r.o.

Date Founded

2022

Company Location

Czech Republic

Company Website

www.finkoper.com

Categories and Features

Process Server

Not specified

Categories and Features

Accounting Practice Management

Billing & Invoicing
Client Management
Document Management
Due Date Tracking
Staff Management
Time Tracking

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Mobile Access
Task Management

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