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.

Other Popular Alternatives & Related Software
Fedix
Fedix
Fedix is a cloud platform for Australian accounting and tax practices, combining practice management, accounting preparation and a Windows desktop AI assistant. Practice Manager manages client records, jobs, time, billing, engagement letters, document collection, e-signatures and communications. MyLedger imports bank statements and accounting data, uses AI to suggest transaction coding and reconciliation, supports GST and BAS preparation, and produces working papers and draft financial reports for accountant review. It syncs with Xero and supports MYOB data imports. FediPilot works within supported tax and accounting applications to organize client files, prepare workpapers and draft returns for review. Fedix does not lodge returns; practitioners review the work and file through lodgement software. Practice Manager and MyLedger plans are sold separately or together; FediPilot beta access is available to subscribers.
Learn more about Fedix
Jetpack Workflow
Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.
Learn more about Jetpack Workflow
TaxDome
TaxDome
Your clients shouldn’t need a phone call to work with you, and switching platforms shouldn’t gamble your busy season. TaxDome is the end-to-end, AI-powered single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, sign, and pay without a phone call, and the work routes to the right person on its own. Behind it sits CRM, workflow automation, documents, e-signatures, proposals, billing, payments, and time tracking. AI builds intake checklists from last year’s return and packages tax returns for review, and MCP connects TaxDome to Claude and ChatGPT. Trusted by 15,000+ firms and 6M+ of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers’ Choice Awards, including Practice Management Systems.
Learn more about TaxDome
Corvee Tax Planning
Corvee Tax Planning
5.0 out of 5 stars (2 Ratings)
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America.
Learn more about Corvee Tax Planning

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 for Pascal Workflow Write a Review

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

Videos and Screen Captures

Pascal Workflow Screenshot 1
Pascal Workflow Screenshot 1 Pascal Workflow Screenshot 2 Pascal Workflow Screenshot 3
Other Useful Business Software
Veeam Data Platform v13.1 - Get Your Free Trial Icon
Veeam Data Platform v13.1 - Get Your Free Trial

Secure by design, portable by default. Recover clean, fast, anywhere. Start a free trial.

Try Veeam Data Platform today. Experience the unified platform that's secure by design, portable by default, and proven to recover clean, fast, and anywhere.
Try it Free

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?
Pascal Workflow works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Pascal Workflow support in their product?
Pascal Workflow supports these languages: English.
Q: What kind of support options does Pascal Workflow offer?
Pascal Workflow offers support via phone support and online.
Q: What other applications or services does Pascal Workflow integrate with?
Pascal Workflow integrates with: Google Drive, Gmail, iCloud, Microsoft Exchange, and Microsoft Outlook.
Q: What type of training does Pascal Workflow provide?
Pascal Workflow provides training in the form of documentation, webinars, and in person.
Q: How much does Pascal Workflow cost?
Pricing for Pascal Workflow starts at $45 per month.

Pascal Workflow Product Features

Accounting Practice Management

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

Tax Practice Management

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

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 2 out of 5 stars
    Ease 3 out of 5 stars
    Features 3 out of 5 stars
    Pricing 5 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 7 out of 10

    "Great Free Client Portal, Buggy at Times"

    4 out of 5 stars 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...
  • Previous
  • You're on page 1
  • Next