Blue Square Toolkit

Blue Square Toolkit

Blue Square Apps
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About

A CRM is ideally suited for professionals and teams that want a simple solution that works. Unlimited everything for a per-user monthly price. No contracts. Get started with a free 14-day trial. Attract & keep great clients by implementing Pareto Systems' best practices into your business. An innovative tab navigation system that enables you to work quickly and efficiently. Track important information on your process, and your communication with clients. Important client data is secure with bank-grade encryption and geo-redundant data centers. Our knowledgeable support team is also available from 6am to 4pm Pacific Time Monday to Friday. Open up multiple tabs to view multiple Contacts, Accounts, Tasks, and your Calendar all at the same time. Click between records to find the information you need as quickly as possible. Build stronger client relationships by tracking valuable information on your client's Family, Occupational, Recreational interests, and Money.

About

As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to manage and improve their operations

Audience

Accountants that need a tax return tracking solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 per user month
Free Version Not Supported
Free Trial Supported

Pricing

$20 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Blue Square Apps
Canada
www.bluesquaretoolkit.com

Company Information

TaxFlow
United States
www.taxflowsolutions.com

Alternatives

Mindcat Desk

Mindcat Desk

Mindcat Technology Consultants FZE

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shopVOX

TechVOX
AM-Win Workshop

AM-Win Workshop

AM-Win Software
Fedix

Fedix

Tax7 R&D
Slingshot

Slingshot

dgNetrix Communications
CCH iFirm

CCH iFirm

Wolters Kluwer

Categories

CRM Supported

Categories

Accounting Practice Management Features

Approval Workflow Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
For CPA Firms Supported
Project Management Supported
Staff Management Not Supported
Time Tracking Not Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Integrations

No info available.

Integrations

No info available.
Claim Blue Square Toolkit and update features and information
Claim Blue Square Toolkit and update features and information
Claim TaxFlow and update features and information
Claim TaxFlow and update features and information