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
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
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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
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29.50 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$20 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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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
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
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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
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Integrations
Zendesk
Not Supported
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