ClientFol.io

ClientFol.io

Mindful Guidance
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About

Revolutionize your coaching experience with ClientFol.io, the ultimate feature-rich, benefit-oriented coaching software: 1. Efficiency Maximization: Consolidate all tasks in one browser tab to reduce admin time drastically. 2. Boost Your Reputation: Harness the power of better testimonials to elevate your authority in the coaching field. 3. Precision Goal Management: With advanced goal tracking, reporting, and accountability measures for each client, make your coaching process more effective and impactful. 4. Streamline Team Management: This software makes life a breeze if you're juggling multiple coaches. 5. Grow your practice with unrestricted client and session additions. 6. Comprehensive Session Documentation: Maintain unlimited session notes and assign homework without worrying about hitting a limit. 7. Send your invoices directly from ClientFol.io with recurring or single payments. Plus, ClientFol.io offers a Client Portal for easy direct access.

About

Taxaroo is the ultimate cloud-based practice management software designed specifically for tax businesses and CPA firms. Our platform revolutionizes the way you manage your practice by offering a suite of advanced features including "Roo, The AI Tax Advisor," which automates client interactions, and a secure client portal for seamless document exchange. With workflow automation, you can streamline your processes, from client onboarding to tax filing. Taxaroo is incredibly user-friendly, requiring no upfront investment in high-priced consultants or long onboarding processes. It's also the most affordable solution in the market, making it ideal for small to medium-sized practices. Our software is continuously updated to meet industry standards and client needs. With Taxaroo, you get an all-in-one solution that elevates your tax practice to new heights of efficiency and client satisfaction.

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

Coaches

Audience

Practice Management Solution for Tax Businesses and CPA firms

Support

Phone Support Not 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

$29.97 per month
$29.97/month per coach
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version 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 Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Mindful Guidance
Founded: 2005
United States
www.ClientFol.io

Company Information

Taxaroo
Founded: 2014
United States
taxaroo.com

Alternatives

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer
Practice CS

Practice CS

Thomson Reuters

Categories

Coaching Supported
Sales Coaching Supported
Tutoring Supported

Categories

Coaching Features

Appointment Scheduling Supported
Billing & Invoicing Supported
Business Coaching Supported
Client Management Supported
Goal Setting / Tracking Supported
Life Coaching Supported
Mentor/Coach Matching Supported
Program Management Supported
Progress Tracking Supported
Sport Coaching Not Supported

Sales Coaching Features

Assessments Not Supported
Audio / Video Conferencing Not Supported
Built-In Course Authoring Not Supported
Call Recording Supported
Gamification Not Supported
Goal Setting / Tracking Supported
Learning Plans Supported
Onboarding Supported
Performance Metrics Supported

Tutoring Features

Appointment Scheduling Supported
Attendance Tracking Not Supported
Automatic Grading Not Supported
Billing & Invoicing Supported
Client Management Supported
Electronic Assignments & Tests Supported
Employee Management Not Supported
Learning Plans Not Supported
Lesson Notes Supported
Online Classes Not Supported
Online Payments Supported
Parent / Student Portal Not Supported
Progress Reports Supported

Business Management Features

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

Integrations

Authorize.Net Supported
Google Calendar Not Supported
Microsoft 365 Not Supported
PayPal Supported
Stripe Not Supported
Stripe Billing Supported

Integrations

Authorize.Net Not Supported
Google Calendar Supported
Microsoft 365 Supported
PayPal Not Supported
Stripe Supported
Stripe Billing Not Supported
Claim ClientFol.io and update features and information
Claim ClientFol.io and update features and information
Claim Taxaroo and update features and information
Claim Taxaroo and update features and information