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What is firmTRAK?

We are a specialized bookkeeping service and legal consultancy focused on providing actionable financial insights, co-founded by attorneys and accountants to deliver unparalleled accounting solutions tailored for law firms, enhanced by our innovative firmTRAK Visualize application. With a rich decade of experience in offering thorough accounting services and advanced reporting designed specifically for legal practitioners, our founding partner, who actively practices law, possesses an in-depth understanding of the critical needs that enable law firms to prosper. Our expert team is skilled at instilling organizational discipline, ensuring that your online operations function smoothly and effectively. Through the firmTRAK platform, we produce accurate and timely reports that integrate seamlessly with your chosen merchants and technological solutions. Being a small business ourselves, we recognize the dedication required for growth, which fuels our commitment to empowering smaller enterprises. Our unwavering focus on exemplary customer service and transparent communication is central to our philosophy, enabling trades and professional services to thrive. Ultimately, we view our achievements as closely linked to those of our clients, placing their development at the forefront of our objectives, as we strive to be a reliable partner in their journey towards success. By fostering strong relationships and understanding their unique challenges, we aim to provide tailored solutions that drive sustainable growth.

What is Actus Comply?

Initially, you may have thought that your organization was too small to need SMCR Software, but now that the one-year grace period is nearly over, you're likely not alone in feeling the pressure with thoughts like, “The task of managing annual certification and conduct has turned out to be more complex than we expected” or “Even though we've organized everything in Excel, ensuring that our reports remain accurate will probably be a major hurdle.” Fortunately, there’s still a window of opportunity to tackle these challenges, at least for the moment! We find ourselves in a pivotal transition phase regarding SMCR, as numerous firms have completed their mapping and designated roles; however, the significant undertaking of managing annual certification and conduct, alongside the necessity for precise and continuously updated data, is becoming increasingly clear to many of our clients. Given the shift in responsibility from the organization to individual members, it's no surprise that the increased levels of personal liability are raising alarms and prompting a reassessment of existing methodologies. As these difficulties arise, it will be crucial to seek out effective strategies to successfully maneuver through this changing environment. Embracing proactive solutions now will not only ease the transition but also strengthen your company's compliance framework for the future.

Media

Media

Integrations Supported

Clio
Gusto
PracticePanther Law Practice Software
Xero

Integrations Supported

BVNK
Binderr
Formalize

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$5,000 per year
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

firmTRAK

Company Location

United States

Company Website

www.firmtrak.com

Company Facts

Organization Name

Advance Change

Date Founded

2009

Company Location

United Kingdom

Company Website

actus.co.uk/performance-talent-management-software/actus-comply/

Categories and Features

Business Intelligence

Budgeting & Forecasting
Dashboard
Key Performance Indicators
Predictive Analytics
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Budgeting & Forecasting
Dashboard
Key Performance Indicators
Predictive Analytics

Data Analysis

Predictive Analytics
Text Analytics

Data Visualization

Dashboard Creation
Visual Discovery

Categories and Features

Compliance

Archiving & Retention
Audit Management
Controls Testing
ISO Compliance
Risk Management
Version Control

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