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What is SeQwens?

Experience a comprehensive solution that seamlessly connects your office and clients. Our platform offers a range of tools designed to help you manage client relationships throughout the year, automate various processes, and expand your business reach. Managing your Service Bureau team becomes more straightforward, as you gain a comprehensive overview of your partners, effectively capture and organize leads, and assign tasks to sub-offices, even during the off-season, all while automating your entire service agency program. With our tax office portal, you can cultivate strong relationships with clients year-round, organize appointments, and establish workflows that enhance your project efficiency. Clients can be onboarded effortlessly through a secure portal, granting them access to checklists, essential files, and facilitating smooth document exchanges and communication. You can communicate with your clients or partners through various channels such as email campaigns, forms, invoices, and direct messages. By streamlining your operations, you can achieve greater productivity, efficiency, and overall success in your business endeavors, ensuring that you are always a step ahead in today's competitive landscape.

What is Karbon?

Manage tasks, clients, strategy, and communication all in one centralized platform. Regardless of whether your team operates from an office or remotely, you’ll maintain seamless collaboration with Karbon. Karbon serves as an integrated practice management solution tailored for accounting firms, uniting your team, clients, systems, and data into a single location, which greatly enhances clarity, productivity, and connectivity for your workforce, no matter their physical whereabouts. This unified approach fosters a more cohesive working environment, ensuring that everyone stays aligned and informed.

Media

Media

Integrations Supported

Anchor
Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier

Integrations Supported

Anchor
Easyflow
Element Finance
Float
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
SalesMachines.ai
Soraban
Stackreaction
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$69.99 per month
Free Trial Offered?
Free Version

Pricing Information

$59/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

SeQwens

Date Founded

2019

Company Location

United States

Company Website

seqwens.com

Company Facts

Organization Name

Karbon

Date Founded

2014

Company Location

United States

Company Website

karbonhq.com

Categories and Features

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

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

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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