PreciseFPSpectrum Input
|
||||||
Related Products
|
||||||
About
Canyou is an Australian small business process automation platform designed to streamline and communicate workflows. It enables businesses to collect and coordinate documents, forms, licenses, and certificates for their teams, all stored in one spot and synced with existing applications. Key features include government and custom forms, document collection, e-signature, identity verification, license and certification monitoring, and data synchronization. Canyou integrates with systems like Xero, MYOB, and Deputy, allowing businesses to continue using their existing payroll and time systems. The platform automates the collection and synchronization of business information, digitizes paper processes, and monitors compliance documents, minimizing risks associated with business compliance. It offers smart templates for common processes such as employee onboarding, client and customer onboarding, client identity verification, supplier onboarding, team training, and more.
|
About
Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.
|
|||||
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 automate their employee management and compliance operations
|
Audience
Companies searching for a solution to collect client financial data
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
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
$30 per month
Free Version
Supported
Free Trial
Supported
|
Pricing
$60 per month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationCanyou
Founded: 2020
Australia
canyou.com.au
|
Company InformationSpectrum Input
Poland
precisefp.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
Forms Automation Features
Approval Process Control
Not Supported
Archiving & Retention
Supported
Collaboration
Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Supported
Remote Document Access
Supported
Rules-Based Workflow
Not Supported
Text Editing
Not Supported
Version Control
Supported
|
||||||
Integrations
Chief
Not Supported
CloudPayroll
Supported
Deputy
Supported
FP Alpha
Not Supported
MYOB
Supported
MoneyGuide
Not Supported
Motileo
Not Supported
SmartOffice
Not Supported
Wufoo
Not Supported
Xero
Supported
|
Integrations
Chief
Supported
CloudPayroll
Not Supported
Deputy
Not Supported
FP Alpha
Supported
MYOB
Not Supported
MoneyGuide
Supported
Motileo
Supported
SmartOffice
Supported
Wufoo
Supported
Xero
Not Supported
|
|||||
|
|
|