Audience
For people needing an app that can allows independent tax preparers to comprehensively maximize productivity
About SeQwens
Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more
Pricing
Starting Price:
$69.99 per month
Pricing Details:
$699.99 per year
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
SeQwens
Founded: 2019
United States
seqwens.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
24/7 Live Support
Online
SeQwens Frequently Asked Questions
SeQwens Product Features
Tax Practice Management
Approval Process Control
Supported
Billing & Invoicing
Supported
Client Management
Supported
Client Portal
Supported
Document Management
Supported
Due Date Tracking
Supported
Workflow Management
Supported
Scenario Planning
Not Supported
Tax Filing
Not Supported
Tax Forms
Not Supported
