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Funcionalidades

TaxDome

Canopy Tax

17Hats

Jetpack Workflow

Karbon

Asana

Office Tools

Senta

GetNetSet

CountingWorksPro

CPA Site Solution

ShareFile

SmartVault

Adobe Sign

DocuSign

Aplicações Nativas
Portal do Cliente

Portal do Cliente

Contas de Clientes com Múltiplos Utilizadores

Etiquetas de Cliente

Registo de Auditoria de Ficheiros

Autorização de Utilizador

Armazenamento Ilimitado de Ficheiros

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Assinaturas Eletrónicas
Comunicação
Cobrança e Faturamento

Faturação

Integração com Quickbooks

Trancar Documentos a Faturas

Apoio em Múltiplas Moedas

Sincronização QBO

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Fluxo de Trabalho

Visão Geral dos Fluxos de Trabalho (Kanban)

Automatização do fluxo de trabalho

Tarefas do Cliente

Múltiplos Responsáveis

Emails Automatizados

Monitorização de Tempo

Tarefas Recorrentes

Prioridade da Tarefa

Modelos de Tarefas

Listas de Controlo de Tarefas

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Branding
CRM
Apoio

Apoio Gratuito por Chat

Apoio Gratuito por Telefone

Partilha de Ecrã Gratuita

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Apoio Exclusivo e Sessões de Formação Incluído

Apoio personalizado e partilha de ecrã em sessões de embarque sem custos adicionais para todos os clientes e utilizadores experimentais.

  • Base de conhecimento
  • Seminários Online
  • Comunidade
  • Partilha de ecrã
  • Apoio Premium*
  • Formação avançada gratuita de equipas*

Disponível no plano Pro.

TaxDome é o melhor sistema de gestão de projetos com apoio e sessões de assistência gratuitas