Tax season is a crazy time. To be able to serve clients efficiently, consider using a practice management software.
Contact us at: gruntworx.com
Tax Automation and Organization ~ Gruntworx takes the organization and data entry process off your plate. We help you convert paper documents to searchable PDFs, directly scan those documents into your e-filing software, and more. As technology evolves, the industry is shifting toward paperless tax workflows that streamline efficiencies and increase productivity. But how do you go from a high-level concept to actual day-to-day implementation? That’s where we come in.
Contact us at: TaxDome.com
TaxDome is an all-in-one software solution for tax and accounting professionals to manage their practice smarter, faster, and more affordably. Top-rated with 500+ reviews on Capterra with a score of 4.8/5, TaxDome features include Project Management, Invoicing, Client Portal, Mobile App, E-Signatures, Website, Document Storage, and more. Join a live daily demo with Q&A & see how easy TaxDome is to navigate for all stakeholders: partners, employees, and most importantly - their clients.
Contact us at: getcanopy.com
Canopy is an award-winning, cloud-based practice management software suite designed to increase efficiency and boost revenue for accounting firms. It offers tools for client management, document management, workflow, and time & billing, as well as specialty compliance solutions that help accountants obtain IRS transcripts and resolve notices quickly. Canopy’s transcripts tool won CPA Practice Advisor’s top technologies 2021 award and its overall software was ranked in Digital.com’s best accounting practice management software in 2021. Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure.
Contact us at: seqwens.com
Experience a simple practice management solution for Tax and Accounting Professionals. SeQwens will modernize your business process and increase customer engagement, whether you are a start-up or you run a multi-office operation. With Online Client Organizers, Secure Document Portals, Scheduling and Appointments, Chat, Text & Communication, Integrated Invoice and Payments, IRS Compliant E-Signature, and Workflow Management, you can automate your process and grow.
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Client Experience / Communication
Contact us at: liscio.me
Stop chasing clients for documents and give them an easy, secure, mobile file sharing app they’ll love to use. With clients sending in documents quickly, staff gets more done. Client-facing task lists, integrated eSignature and KBA capabilities, and complete visibility for the firm (across all clients) ensures that nothing slips through the cracks. Client Experience 2.0™ begins with Liscio. Learn More Here