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.

SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system.
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Canopy
Canopy
(2 Ratings)
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.
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Intuit Practice Management
Intuit Practice Management
Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.
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TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).
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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

Videos and Screen Captures

Pascal Workflow Screenshot 1
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Product Details

Platforms Supported
SaaS
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 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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