QX PracticeProQX Global
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Related Products
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About
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.
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About
QX PracticePro liberates accountants from the burden of juggling multiple software by integrating them into a collaborative cloud-based platform. This one-stop solution empowers accountants to quickly onboard clients, meet regulatory compliance, seamlessly transition data between software, and effortlessly handle compliance functions. QX PracticePro is designed specifically with the needs of CPAs and accounting professionals in mind. With QX PracticePro, you’ll be able to streamline your work processes, increase your efficiency, and provide even better service to your clients. We research and recommend the best applications stack to meet your practice goals. QX PracticePro is packed with features that will make your job easier than ever before.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accounting and tax firms looking for a modern practice management solution to optimize their processes
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Audience
Accountants searching for a powerful Accounting Practice Management platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$45 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPascal Workflow
United States
www.pascalworkflow.com
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Company InformationQX Global
United Kingdom
qxglobalgroup.com/product/qx-practicepro/
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Alternatives |
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Categories |
Categories |
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Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
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Integrations
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud
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