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What is Workfolio Directory?

Effortlessly create a comprehensive directory that aligns perfectly with the specific requirements of your organization. This solution is favored by both Fortune 500 firms and innovative startups for managing internal, public, and private client-facing directories with utmost efficiency. It provides all the essential elements within a single, all-encompassing directory solution, showcasing features like custom fields, dropdown selections, various profile formats, adaptable templates, optional content approval processes, private client microsites, API integrations, and much more! Tailored profiles act as a strategic advantage for organizations seeking to attract new clientele. With Workfolio Directory, you can harness the power of specialized profiles on private client microsites, complete with distinctive branding, to boost client interaction and stimulate business growth. Organizations often utilize various member profiles to accommodate different requirements, which can include a public profile showcased on the organization’s website, internal CVs, and other iterations crafted specifically for client proposals. This adaptability guarantees that every engagement is customized to fulfill the expectations of a wide array of stakeholders effectively, ensuring that no potential opportunities are overlooked. By leveraging this versatile approach, organizations can enhance their overall communication strategy and client relationships.

What is TaxWorkFlow?

TaxWorkFlow is a cost-effective and comprehensive management solution specifically designed for tax and accounting firms, aimed at improving both the efficiency and profitability of your operations while streamlining internal communications and client interactions. This cutting-edge software enables team members to work together remotely without losing productivity, keeping everyone connected and informed. With TaxWorkFlow, managing client contacts, documents, emails, notes, tasks, projects, and billing details becomes a seamless process, providing you with a quick snapshot of each client’s situation, pending tasks, issues, and historical information that can be accessed from anywhere. The client portal enhances the ease of document sharing, allowing you to conduct business smoothly from any location and reducing the need for face-to-face meetings with clients or team members. TaxWorkFlow ultimately equips your firm to operate more intelligently and efficiently, ensuring you remain competitive in the ever-evolving market. With its user-friendly interface and robust features, it serves as a vital tool for modern tax and accounting practices looking to thrive.

Media

Media

Integrations Supported

Microsoft Azure

Integrations Supported

Microsoft Azure

API Availability

Has API

API Availability

Has API

Pricing Information

$99 as a flat rate 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

Workfolio

Date Founded

2009

Company Location

United States

Company Website

www.workfolio.com

Company Facts

Organization Name

TaxWorkFlow

Company Location

United States

Company Website

thetaxworkflow.com

Categories and Features

Directory

Advertising Management
Customer Portal
Design / Layout
Listing Management
Payment Processing
Review Management
SEO Tools
Search / Filter

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

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