Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

About Pascal Workflow

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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Pricing

Starting Price:
$45 per month
Free Version:
Free Version available.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5
More Reviews Write a Review

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
In Person
Support
Phone Support
Online

Pascal Workflow Frequently Asked Questions

Q: What kinds of users and organization types does Pascal Workflow work with?
Q: What languages does Pascal Workflow support in their product?
Q: What kind of support options does Pascal Workflow offer?
Q: What other applications or services does Pascal Workflow integrate with?
Q: What type of training does Pascal Workflow provide?
Q: How much does Pascal Workflow cost?

Pascal Workflow Product Features

Accounting Practice Management

Billing & Invoicing
Client Management
Client Portal
Document Management
For CPA Firms
Project Management
Approval Workflow
Due Date Tracking
Staff Management
Time Tracking

Tax Practice Management

Client Management
Client Portal
Document Management
Workflow Management
Approval Process Control
Billing & Invoicing
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms

Pascal Workflow Verified User Reviews

Write a Review
  • A Pascal Workflow User
    Principal Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Free Client Portal, Buggy at Times"

    Posted 2022-02-28

    Pros: The best part about this software is that it can be a free way to securely transmit files between clients and myself.

    Cons: This software can glitch at time and the interface leaves something to be desired.

    Overall: Overall this software fits my needs for a client portal, and since I haven’t received any complaints from clients regarding it being buggy, I hope the glitches only occur on my end.

    Read More...
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