Firm360
Suralink
Financial Cents
XBert
Riskonnect
isoTracker Complaints Management
Safe365
VComply
BigTime.net
Asana
Wrike
Basecamp
Paymo
Smartsheet
Trello
Mavenlink
BigTime is a leading Professional Services Automation (PSA) software that helps you scale your business by giving you the ability to track and act on your operational metrics. Even with remote work, easily manage time, expenses, and billing for multiple projects all at once, and quickly identify areas of opportunity with advanced features like resource allocation and custom reporting. With BigTime Wallet and client portal, you can get paid faster using custom invoicing and payment processing.
Firm360 BigTime.netNo features have been listed yet.
Based on our record, Firm360 seems to be more popular. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I know the question was about portals, but does anyone use Clarity Practice Management? Looks comprehensive and yet I can find very little talk of it. We are thinking of switching this summer to that. From reading this thread, looks like we should check out myfirm360.com also. Source: about 2 years ago
RightSignature is integrated with our firm management software myfirm360.com so I don;t know what the cmonthly cost is if its separate. Source: over 2 years ago
We use Right Signature. It is embedded right in our firm management software (myfirm360.com). Last time we looked at e-Signature from TR is was $5 a pop and the process was like 3 or 4 screens deep and would piss off our clients. Looked like the security on some DocuSigns where you have to mark whether or not you had been associated with a car, address, person, business, etc. Source: over 2 years ago
Suralink - Workflow Software for Accountants
Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.
Financial Cents - Where To Start With Good Financial ents® Depends on where you are, which one best describes you? Latest & Greatest From Good Financial ents® Listen to GF Podcast Watch GF TV Read GF Blog Most Popular Articles A snippet of some of the goods.
Wrike - Wrike is a flexible, scalable, and easy-to-use collaborative work management software that helps high-performance teams organize and accomplish their work. Try it now.
XBert - XBert is the Audit and Workflow management platform that is basically designed for accountants and bookkeepers.
Basecamp - A simple and elegant project management system.
