Communicate, request, and learn securely
Access client resources, send messages, and view blog posts and social media content. Request information and stay updated on services. Communicate with the accounting firm directly through the .
Showing 41–60 of 1,000 ranked alternatives.
Canopy Tax, Inc.
Stay in touch with clients and manage
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
GET RESQ LTD.
Manage repairs, track vendors, approve quotes
Manage facility repairs and maintenance with a centralized platform. Create and approve quotes, schedule service appointments, and process invoice approvals and payments. Track current and past jobs, including recurring maintenance visits.
Eleos Technologies LLC
View loads, send messages, scan docs, track
View load and stop details, send and receive messages, scan and share documents, access news, and report safety issues. Track job status and communicate with team members in real time.
Clientbook, Inc.
Track clients, send messages, log notes, set
Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
HomeLight Inc.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
STEVE ORR AND ASSOCIATES, INC.
Access policy, create certificates, add vehicles, update
Access policy information 24/7. Generate Certificates of . Add or remove Certificate Holders. Update vehicle and driver details. Modify policy locations. Request changes and schedule appointments.
TSAPlay, LLC
Study ratios with video and audio lessons
Learn ratios with interactive linked to video, audio, and text lessons. Study liquidity, profitability, debt, solvency, and performance ratios. Track progress with quizzes and detailed explanations. Sync lessons across devices.
Indeavor Corporation
Schedule tasks, share updates, and communicate clearly
View schedules of yourself and others in real time. Request vacation and other leaves. Receive notifications for schedule changes. Communicate with peers and supervisors through the .
Emaar Technologies LLC
Manage properties, track events, stay updated
Manage properties with voice service requests and track request status. Complete digital handover and make online payments. View construction updates and sales launches. Access offers from Group and stay informed about events.
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