ClientFol.ioMindful Guidance
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Related Products
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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.
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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.
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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
Coaches
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Audience
Practice Management Solution for Tax Businesses and CPA firms
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Support
Phone Support
Not 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
$29.97 per month
$29.97/month per coach
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
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
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationMindful Guidance
Founded: 2005
United States
www.ClientFol.io
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Company InformationTaxaroo
Founded: 2014
United States
taxaroo.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
Authorize.Net
Supported
Google Calendar
Not Supported
Microsoft 365
Not Supported
PayPal
Supported
Stripe
Not Supported
Stripe Billing
Supported
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Integrations
Authorize.Net
Not Supported
Google Calendar
Supported
Microsoft 365
Supported
PayPal
Not Supported
Stripe
Supported
Stripe Billing
Not Supported
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