Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
-
SuperOpsSuperOps is an innovative all-in-one PSA-RMM platform tailored for driven MSPs aiming for effective growth. Enhanced by AI capabilities and intelligent automation, SuperOps provides an extensive array of features, ranging from IT documentation to project management, guaranteeing that MSPs can find all necessary tools under one roof. Eliminate the hassle of using various disjointed applications—SuperOps enables MSPs to transition away from obsolete, scattered systems with a cloud-native solution designed for ease of use and efficiency. Discover a cohesive, contemporary platform that simplifies operations and transforms the management of IT services into a hassle-free experience, paving the way for enhanced productivity.
-
ActiveBatch Workload AutomationActiveBatch, developed by Redwood, serves as a comprehensive workload automation platform that effectively integrates and automates operations across essential systems such as Informatica, SAP, Oracle, and Microsoft. With features like a low-code Super REST API adapter, an intuitive drag-and-drop workflow designer, and over 100 pre-built job steps and connectors, it is suitable for on-premises, cloud, or hybrid environments. Users can easily oversee their processes and gain insights through real-time monitoring and tailored alerts sent via email or SMS, ensuring that service level agreements (SLAs) are consistently met. The platform offers exceptional scalability through Managed Smart Queues, which optimize resource allocation for high-volume workloads while minimizing overall process completion times. ActiveBatch is certified with ISO 27001 and SOC 2, Type II, employs encrypted connections, and is subject to regular evaluations by third-party testers. Additionally, users enjoy the advantages of continuous updates alongside dedicated support from our Customer Success team, who provide 24/7 assistance and on-demand training, thereby facilitating their journey to success and operational excellence. With such robust features and support, ActiveBatch significantly empowers organizations to enhance their automation capabilities.
-
Time Tracker by eBillityStreamline your time tracking processes to enhance both efficiency and cost-effectiveness. The employee time tracking software is designed to monitor payroll, billing, productivity, and much more. With a focus on productivity and profitability, eBillity's Time Tracker was developed to make employee timekeeping straightforward for billing and payroll purposes. The platform offers flexible add-ons and customizable features, enabling you to adjust your account as your business expands. By doing so, you can minimize administrative burdens, boost accountability, and prevent time theft. This not only leads to increased profitability but also fosters stronger client relationships and simplifies tax preparation. You can analyze the effectiveness of your projects, employees, and clients with ease. Crafted with care, the software is user-friendly and provides precise billing and payroll for clients. Additionally, eBillity's time-tracking solution allows employees to log their time effortlessly from any device they have at their disposal, ensuring convenience and accuracy in tracking work hours. In a world where time is money, investing in such software can transform the way your business operates and thrives.
-
FamlyFamly helps early childhood education centers save time, reduce costs, and increase staff satisfaction by automating the most time-consuming administrative tasks. From enrollment and invoicing to parent communication and staff management, Famly provides a complete, cloud-based solution to run your center more efficiently — no training headaches, no hidden costs. Used by 7,000+ centers worldwide, Famly delivers measurable ROI: hundreds of hours saved per year, happier teams, and more time for what truly matters — the children. Switch to Famly and spend more time where it counts.
-
MentornityEmbrace the future of mentoring with Mentornity, the go-to solution for top organizations dedicated to fostering talent through cutting-edge mentoring initiatives. This all-encompassing platform effectively oversees all facets of mentoring, promoting engagement and ensuring a lasting positive influence. Key Features Crafted for Excellence: - Comprehensive Analytics: Track and evaluate success as it happens. - Personalized Matching Algorithms: Achieve ideal mentor-mentee pairings. - Customized Onboarding Experiences: Adapt the journey for each individual participant. - Calendar Synchronization: Easily manage schedules across various platforms. - Integrated Video Calling: Enable face-to-face conversations directly within the application. - Efficient Scheduling: Optimize time management and productivity. - Automated Workflows: Enhance every stage for maximum efficiency. - Defined Mentoring Frameworks: Direct relationships with a structured approach. - Flexible Customization Options: Adjust the platform to meet the specific needs of your program. - Engaging Communication Features: Maintain participant involvement through interactive messaging, comprehensive notes, and timely updates using surveys and announcements, ensuring a vibrant mentoring experience. Furthermore, Mentornity’s user-friendly interface makes it accessible for all, empowering both mentors and mentees to thrive in their developmental journeys.
-
QuickFeeQuickFee (ASX: QFE) stands out as a leading provider of payment, financing, and accounts receivable automation solutions specifically designed for firms in the professional services sector. Our platform streamlines the Accounts Receivable process and accelerates revenue growth by seamlessly integrating various online payment options and comprehensive invoicing tools into your practice management system. With QuickFee, businesses can look forward to reduced aging receivables, improved cash flow, and increased client spending. Clients enjoy the convenience of paying through credit or debit cards, ACH/EFT transfers, or QuickFee's innovative financing solution, which enables them to manage their invoice payments over a period of 3 to 12 months, allowing firms to receive the full payment upfront without incurring additional costs. Operating in both the United States and Australia, QuickFee is committed to delivering scalable, economical solutions backed by outstanding customer service, ensuring that professional firms can thrive in today’s competitive environment. Additionally, our focus on technology and user experience continues to drive innovation in the payment processing industry.
-
D&B HooversD&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.
-
Atera IT AutopilotAtera IT Autopilot is an advanced AI-driven autonomous IT support agent designed to help IT teams overcome challenges caused by increasing ticket volumes, shrinking staff, and growing demands for immediate resolution. By automating routine IT support and complex troubleshooting tasks, it enables employees to self-resolve issues, significantly cutting down on helpdesk backlogs and freeing IT staff to focus on strategic projects. The platform delivers instant, human-like assistance through a variety of channels including user portals, email, Slack, and Microsoft Teams, guaranteeing 24/7 support coverage with a remarkable first response time of 0.1 seconds. IT Autopilot also offers smart assistance features, device and cloud support, whitelisted software management, and escalates more difficult problems to technicians as needed. Comprehensive reporting and analytics empower IT teams with insights to monitor performance and optimize workflows. With integrations available for essential IT functions like backup, security, and network monitoring, the solution fits seamlessly into existing IT environments. IT Autopilot helps reduce IT workloads by up to 40%, saving technicians hours daily and mitigating burnout. Its autonomous operations ensure business continuity even outside traditional working hours, boosting overall productivity. The platform complies with governance frameworks and ethical standards to safeguard data and maintain responsible AI use. Ultimately, Atera IT Autopilot transforms IT support by combining AI efficiency with human oversight to deliver reliable, scalable, and continuous service.
-
DialedInDialedIn is a powerful cloud-based call center software designed to help organizations maximize efficiency, boost agent productivity, and deliver exceptional customer experiences. Built for modern sales, service, and support teams, it combines intelligent automation with flexible tools to streamline operations, improve contact rates, and drive measurable ROI. Unlike outdated legacy systems, DialedIn provides a modern, intuitive solution that scales with your business and adapts to evolving customer needs. The platform offers a complete suite of advanced dialing modes tailored to different campaign goals. Its predictive dialer leverages algorithms to anticipate agent availability and connect them directly to live answers, maximizing talk time. The progressive dialer automatically places calls one by one as agents become available, balancing speed with control. When personalized outreach is needed, the preview dialer equips agents with customer details before each call. Alongside these modes, skill-based call routing ensures every interaction reaches the most qualified agent, whether by expertise, language, or specialization, improving customer satisfaction and evenly distributing workloads. Real-time reporting and analytics further empower managers to track KPIs, coach agents effectively, and refine campaigns for long-term success. DialedIn also distinguishes itself with CleanCallerIDâ„¢, a proactive solution that monitors and replaces flagged numbers to protect caller reputation and sustain high answer rates. This helps prevent spam labeling, reduce carrier blocks, and safeguard campaign performance. For added value, DialedIn integrates seamlessly with leading CRMs and third-party tools, unifying data across platforms for a more connected sales and support ecosystem. Backed by reliable, 100% U.S.-based support, clients gain dependable technical and account assistance that keeps their operations running smoothly.
What is SuperMate?
Discover the remarkable efficiency of SuperMate, an advanced SMSF accounting software that simplifies daily tasks through its automation capabilities. Available with cost-effective monthly subscriptions, this software empowers you to leverage its cutting-edge features to elevate your practices significantly. Accountants, financial advisers, and administrators can all benefit from the wide array of advantages that SuperMate provides. This cloud-based solution utilizes intelligent technology to greatly reduce the time spent on compliance, investment management, and reporting, allowing you to effortlessly grow your client base. By removing the burden of manual data entry and decreasing labor expenses, SuperMate integrates with over 200 data sources while offering automation and smart functionalities. With trigger-based notifications tailored to your clients’ needs, you can ensure that you provide exceptional service right when it matters most. Collaboratively developed with a team of SMSF experts, SuperMate is built for user-friendliness, significantly minimizing the chances of data entry duplication and boosting overall productivity. Not only does SuperMate simplify the management of SMSFs, but it also enhances scalability, thereby unlocking greater growth opportunities for your business. As you navigate the complexities of SMSF management with ease, you'll find that SuperMate positions you for long-term success and efficiency.
What is CA Office Automation?
Boost the effectiveness of your operations, resources, clientele, communication, and financial management by harnessing state-of-the-art technology to enhance both productivity and investment returns. Streamline your workflows by implementing automation for oversight systems, procedural checkpoints, and alerts. Ensure that automated functions are activated at every level for optimal efficiency. With top-notch Bank-Grade SSL, advanced security features, and a dedicated server from Microsoft Azure, CA Office Automation provides exceptional protection for the sensitive information of your clients. Designed as a progressive work platform specifically for CPAs, CAs, and accounting service providers, the CA Office Automation software operates as a Software as a Service (SaaS) solution, integrating the latest advancements in both web and mobile technology to offer substantial benefits to its users. More than 8,000 accounting professionals around the globe have entrusted the CAOA platform, which demonstrates its reliability and effectiveness in the field. This impressive user base underscores the software's increasing prominence and trust within the accounting industry, further solidifying its position as a leading solution for modern accounting practices.
Integrations Supported
Microsoft Azure
API Availability
Has API
API Availability
Has API
Pricing Information
$5 per fund per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
SuperConcepts
Date Founded
1985
Company Location
Australia
Company Website
www.superconcepts.com.au/SMSF-software
Company Facts
Organization Name
CA Office Automation
Date Founded
2010
Company Website
www.caofficeautomation.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
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management