Firm360
Suralink
Financial Cents
XBert
Riskonnect
isoTracker Complaints Management
Safe365
VComply
QuickBooks Online Accountant
Dext
Jetpack Workflow
CCH iFirm
Financial Cents
Star Practice Management
Xero Practice Manager
BrightManager
Firm360Based on our record, Firm360 should be more popular than QuickBooks Online Accountant. 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
For quickbooks specifically you can get a free license to Quickbooks Online Accountant which is near full version of the online software: https://quickbooks.intuit.com/accountants/. Source: about 1 year ago
Suralink - Workflow Software for Accountants
Dext - Receipt Bank converts key information from your bills, receipts and invoices into data you and your company can use! No obligation Free Trial available.
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.
Jetpack Workflow - Practice & workflow management solution
XBert - XBert is the Audit and Workflow management platform that is basically designed for accountants and bookkeepers.
CCH iFirm - Learn about practice management software from Wolter’s Kluwer like award-winning iFirm that helps firms boost efficiency and provide faster client service.
