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Ominaisuudet

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Luotu vero- ja kirjanpitoammattilaisille

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Hinnoittelumalli

Rajoittamaton määrä asiakkaita, Varastointi, Projektit

Yksi hinta - kaikki ominaisuudet

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Ominaisuusjoukko

Rajoittamaton Määrä Sähköisiä Allekirjoituksia

Työnkulun Automatisointi

Kuitit & Laskutus

Mobiilisovellus

Virtuaalinen Levyasema

CRM

Rajoittamaton määrä tallennustilaa asiakirjoille

Täysin muokattavissa olevat kyselyt

Kustomoi brändisi & URL-osoite

Verkkosivustojen rakentaja

QuickBooks Online Sync

Sähköpostin synkronointi

Joukkotoiminnot (sähköposti)

Ilmainen ja rajoittamaton tuki (chat ja puhelin)

Jaettu postilaatikko

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Natiivisovellukset

Mobiilisovellus

Virtuaalinen Levyasema

Win10, macOS-sovellukset

Tulosta mistä tahansa ohjelmasta

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Asiakasportaali

Asiakasportaali

Useita asiakastilejä

Asiakkaan tunnisteet

Tiedoston historia

Käyttäjien käyttöoikeuksien hallinnoiminen

Rajoittamaton määrä tallennustilaa tiedostoille

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Sähköiset allekirjoitukset

Rajoittamaton määrä Sähköisiä allekirjoituksia

KBA-allekirjoitukset

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Viestintä

Sähköpostin synkronointi

Täysin muokattavissa olevat kyselyt

Kyselypohjat

Joukkotoiminnot (sähköposti)

Suojattu viestintä

Kolmansille osapuolille jaettavat vanhentuvat linkit

Luo tehtävä suoraan sähköpostista

Ilmoituskeskus (Inbox+)

Ilmoitukset

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Kuitit & Laskutus

Laskutus

Quickbooks-integraatio

Lukitse asiakirjoja laskuihin

Tukee useita eri valuuttoja

QuickBooks Online Sync

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Työnkulku

Työnkulun yleisnäkymä (Kanban)

Työnkulun Automatisointi

Asiakkaan tehtävät

Useita vastuuhenkilöitä

Automatisoidut sähköpostit

Ajan seuranta

Toistuvat tehtävät

Tehtävän prioriteetti

Tehtävämallit

Tehtävän tarkistuslistat

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Brändäys

Verkkosivustojen ylläpito

Kustomoi Brändisi

Mukautettu URL-osoite

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CRM

Mukautetut CRM-kentät

Yhteystietoluettelo

Sähköpostin allekirjoitus

Sähköpostimallit

Asiakkaan muistiinpanot

Tuonnin työkalut

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Tuki

Ilmainen chat-tuki

Ilmainen puhelintuki

Ilmainen perehdytys näytönjaolla

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