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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Coaches

Audience

Practice Management Solution for Tax Businesses and CPA firms

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

$29.97 per month
Free Version
Free Trial

Pricing

No information available.
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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

Coaching Features

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

Sales Coaching Features

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Tutoring Features

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

Authorize.Net
Google Calendar
Microsoft 365
PayPal
Stripe
Stripe Billing

Integrations

Authorize.Net
Google Calendar
Microsoft 365
PayPal
Stripe
Stripe Billing
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