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About

Each staff member has their own schedule with customized availability which everyone can book in real-time without ever making a phone call. See the booking details at a glance and drill in for detailed payment information, invoices, session notes and full client history. Search for your clients via phone numbers or partial names. All client information can be easily accessed including booking history, notes, referral letters, alerts, custom fields and more. Create & sell gift voucher packages for major holidays directly on your website. Forget answering the phone, gift vouchers can be bought and redeemed online.

About

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

All-in-one business platform for companies

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version
Free Trial

Pricing

$45 per month
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BookingTimes
Australia
bookingtimes.com

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

Alternatives

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
Paired Plus

Paired Plus

Prosolutions Software

Categories

Categories

Massage Therapy Features

Appointment Management
Billing & Invoicing
Client Management
Email Marketing
Employee Management
Gift Card Management
Multi-Location
Point of Sale (POS)
Practice Management
SOAP Notes

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud
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