DOKKA is a platform streamlining bookkeeping for businesses and accounting companies. We don’t do the accounting software. We integrate with the different packages, such as Xero, QBO & SAGE, and streamline all the areas around it such as document collection, document management, messaging collaboration, AI powered bookkeeping entry creation, bookkeeping entry & document push into the Accounting Software.
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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
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