Second CRMSoft Solvers Solutions
|
||||||
Related Products
|
||||||
About
Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale.
Along with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.
|
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
Companies of all sizes
|
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
$10/month/user
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 InformationSoft Solvers Solutions
Founded: 2010
Singapore
www.secondcrm.com
|
Company InformationTaxaroo
Founded: 2014
United States
taxaroo.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
|
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
Google Calendar
Microsoft 365
Stripe
QuickBooks Online
Shopify
Xero
|
Integrations
Google Calendar
Microsoft 365
Stripe
QuickBooks Online
Shopify
Xero
|
|||||
|
|
|