ClientFol.ioMindful Guidance
|
||||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationMindful Guidance
Founded: 2005
United States
www.ClientFol.io
|
Company InformationTaxaroo
Founded: 2014
United States
taxaroo.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
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
|
|||||
|
|
|