Related Products
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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.
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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.
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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
Retail Management solution for businesses
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Audience
Accountants that need a tax return tracking solution
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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
$29.50 per user per month
Free Version
Free Trial
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Pricing
$20 per user per month
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 InformationSupportSync
Founded: 2015
United States
www.supportsync.com
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Company InformationTaxFlow
United States
www.taxflowsolutions.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Customer Service Features
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
Inventory Management Features
Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management
Retail Management Features
Commission Management
CRM
eCommerce
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
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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
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
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
Zendesk
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