Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.
Showing 41–60 of 1,000 ranked alternatives.
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Nextep, inc
Access pay stubs, tax docs, and benefits
View pay stubs, tax documents, and benefits information. Access employment details like withholdings and coverage. Manage HR-related tasks directly from the . Organize and retrieve documents securely.
Serveture, LLC
Connect with industrial job opportunities
Manage job applications and receive notifications for new positions. View paystubs and access tax documents. Track onboarding progress and manage work schedules. Submit applications and stay updated on job opportunities.
Kevin Payne
Track calls and manage leads remotely
Manage leads and contacts from anywhere with real-time message review. Make and track calls using your business line. View account insights and optimize your account on the go.
Morgan Stanley
Manage accounts, access docs, transfer funds, deposit
Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.
LavaTurtle Software Inc.
Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
VADOSWARE LLC
Generate invoices from estimates
Create and send invoices or estimates on the go. Customize templates and add line items. Save client details and recurring settings. Generate receipts using pre-built formats. Sync with contacts to set up clients quickly.
Trip Sheet Central LLC
Track fuel tax and manage trips
Manage trucking business data including reports, income, expenses, shippers, receivers, brokers, and accounting statements. Track IFTA fuel tax, monitor cash flow, and ensure FMCSA compliance. Securely access and update information from the .
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