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About

Our RMA software helps small to medium-size businesses handle product returns in an efficient, customer-friendly way. Track returns, quickly view customers' service history, and get real insight on why your products are coming back and how your team is performing. Returns tracking, Parts requests, testing, reports, customer information and more in one system. Everything you need to know about the status of your returns operation, right at your fingertips. As your team members perform tasks, returns automatically move to the next step of the process so your customers are always informed of the current status. It's always clear where any return is in the process, to you and your customer. Run reports on testing, cases, returns, parts requests, shipping, user activity and much more. Drill down by specific criteria such as date ranges and products to get the exact data you need.

About

As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.

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

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

Audience

Retail Management solution for businesses

Audience

Accountants that need a tax return tracking solution

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29.50 per user per month
Free Version Not Supported
Free Trial Supported

Pricing

$20 per user per month
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

SupportSync
Founded: 2015
United States
www.supportsync.com

Company Information

TaxFlow
United States
www.taxflowsolutions.com

Alternatives

RenewityRMA

RenewityRMA

Renewity Systems

Alternatives

CCH iFirm

CCH iFirm

Wolters Kluwer

Categories

Categories

Customer Service Features

Alerts / Escalation Supported
Appointment Management Not Supported
Call Center Management Not Supported
Email Management Not Supported
Knowledge Base Supported
Live Chat Not Supported
Performance Metrics Supported
Queue Management Not Supported
Self Service Portal Supported
Social Media Integration Not Supported
Surveys & Feedback Not Supported
Virtual Assistant Not Supported
Workflow Management Not Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Not Supported
Inventory Optimization Not Supported
Kitting Not Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Not Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Not Supported
Warehouse Management Supported

Retail Management Features

Commission Management Supported
CRM Supported
eCommerce Not Supported
Email Marketing Supported
Employee Management Supported
Loyalty Program Supported
Mail Order Supported
Merchandise Management Supported
Multi-Location Supported
Order Management Supported
Purchase Order Management Supported
Reporting/Analytics Supported
Returns Management Supported

Accounting Practice Management Features

Approval Workflow Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
For CPA Firms Supported
Project Management Supported
Staff Management Not Supported
Time Tracking Not Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Supported
Scenario Planning Not Supported
Tax Filing Not Supported
Tax Forms Not Supported
Workflow Management Supported

Integrations

Zendesk Supported

Integrations

Zendesk Not Supported
Claim SupportSync and update features and information
Claim SupportSync and update features and information
Claim TaxFlow and update features and information
Claim TaxFlow and update features and information