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
Better Proposals - A simple tool to help you send better proposals to your clients.
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.
Ignition App - Reclaim time, profitability and cash flow with Ignition by automating proposals, billing, payment collection and workflows in a single platform.
XBert - XBert is the Audit and Workflow management platform that is basically designed for accountants and bookkeepers.
Mimiran - Fun, "anti-CRM" for independent consultants who hate "selling".