Blue Square ToolkitBlue Square Apps
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Related Products
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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.
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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.
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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
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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
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Audience
Companies searching for a solution to manage and improve their operations
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Audience
Accountants that need a tax return tracking solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29 per user month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$20 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBlue Square Apps
Canada
www.bluesquaretoolkit.com
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Company InformationTaxFlow
United States
www.taxflowsolutions.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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