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Showing 1 - 20 of 27 Products

Top 10 My CPA Dashboard Alternatives

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

OfficeTools logo
WorkSpaceâ„¢ - Time and Billing Software for Accountants | OfficeTools 3.9 Based on 74 Ratings
Schedule a demo Start Free Trial

What is OfficeTools and how does it work?

Our all-in-one time and billing software for accountants helps firms eliminate redundant databases and keep track of everything. Get a free demo today!

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 100%
  • Reviews 73%
  • Momentum 60%
  • Popularity 60%

OfficeTools Pricing

  • Free Trial Not Available
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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CPACharge logo
CPA Credit Card Processing 4.8 Based on 80 Ratings
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What is CPACharge and how does it work?

CPACharge is an online payment solution developed specifically for CPA firms, giving you a professional way to accept credit, debit, and ACH payments in your office or online, with no equipment or swipe required. Give clients the modern options they want, while you get 100 percent of your payments deposited into your bank account, for easy, accurate reconciliation.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 90%
  • Reviews 73%
  • Momentum 60%
  • Popularity 78%

CPACharge Pricing

  • Free Trial Not Available
  • Starts at $10.0. Offers Custom plan.
Schedule a demo Start Free Trial

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Shine logo
Finding an accountant Write a Review
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What is Shine and how does it work?

Business owners and individuals alike trust us to find them the best help. Accountants, bookkeepers, tax professionals, and more. Our network is ready to serve, nationwide. Free & non-binding, using Ageras is risk free and won't cost you a thing.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 87%
  • Reviews 60%
  • Momentum 67%
  • Popularity 67%

Shine Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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Simplify Practice logo
An Innovative and Robust Software Write a Review
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What is Simplify Practice and how does it work?

Simplify Practice is an innovative solution for Practice Management in CA Firms. Perfectly suited for the needs of professional Chartered Accountants in a globalized economy, it provides a robust platform for optimizing their practice. As a team of young enthusiasts, it prioritize customer satisfaction and appreciate the challenges CA Firms face, especially in the current pandemic situation. This is why created this innovative CA Client Management Software – Simplify Practice. Simplify Practice offers a wide range of features, including: 1.Client Management: Keep track of all clients and their information in one place. 2.Project Management: Manage projects and track progress. 3.Time Tracking: Track time and expenses. Invoicing: Generate and send invoices to clients. 4.Reporting: Get detailed reports on business performance. And much more!

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Simplify Practice Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Financial Cents logo
Accounting Workflow Software 4.8 Based on 351 Ratings
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What is Financial Cents and how does it work?

Financial Cents is a platform used to track the status of work in one view. The software offers tools to organize essential emails on relevant client work, and have an audit trail of all communication between staff and clients. Automate client data collection process with client tasks and auto-reminders. View the projects and reassign the work with team members to get the work done on time.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 96%
  • Reviews 77%
  • Momentum 64%
  • Popularity 81%

Financial Cents Pricing

  • Free Trial Available
  • Starts at $49.0. Offers Custom plan.
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Products Similar to My CPA Dashboard

Karbon logo
Deliver projects on time without compromising on the specified budget and requirements Write a Review
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What is Karbon and how does it work?

Karbon is an advanced work management software for accounting firms helping them with workflow automation, email insights, team collaboration, client management, project management, performance analytics, along with time and budget. It can be used as a common platform by the entire team to collaborate with each other whether they are sitting in the same office or working remotely. The software provides 360-degree visibility of the stored data, enabling accurate planning, easy resource allocation and seamless understanding of relations with individual clients. Further, Karbon increases efficiency levels by automating tasks, standardising common processes, scheduling recurring tasks and onboarding. The software helps admins unite their team, enabling them to work together by sharing email, conducting discussions, besides streamlining tasks and powerful workflows. The digital workspace provided by Karbon enhances productivity levels by 21% and streamlines knowledge transfer in a seamless manner.

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Karbon Pricing

  • Free Trial Not Available
  • Starts at $59.0. Offers Custom plan.
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SafeSend One logo
Streamline tax workflows with SafeSend One Write a Review
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What is SafeSend One and how does it work?

SafeSend One streamlines the tax workflow from start to finish, offering an all-in-one solution to elevate the client experience. This secure, user-friendly platform automates everything from engagement letters and file transfers to organizers, eSignatures, tax return assembly, and delivery. With its innovative AI-driven gathering capability, SafeSend One simplifies the first mile of the tax return process, saving time and effort for firms. Seamlessly integrating with leading tax vendors and API connections, it ensures a smooth workflow for preparing, reviewing, and delivering client documents. Automate your tax process and enhance efficiency with SafeSend One.

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SafeSend One Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Empire SUITE logo
Cloud Financial Management Software | Empire SUITE 4 Based on 1 Ratings
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What is Empire SUITE and how does it work?

One powerful suite for all your business needs. Empire SUITE powers the inner workings of successful businesses, from managing employee expenses, hours, and time off to ensuring project managers have the resources needed to achieve their goals. Start a free trial or schedule a demo today.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 62%
  • Momentum 60%
  • Popularity 60%

Empire SUITE Pricing

  • Free Trial Not Available
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AccountancyManager logo
Automate your admin with award-winning, time-saving practice management software Write a Review
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What is AccountancyManager and how does it work?

AccountancyManager is a practice management software developed exclusively for accountants by accountants. Our system Automates everyday tasks, using email and SMS, from requesting client records to online filing codes. Built from real world experience (from over 20 years working in accountancy firms), it’s a system built to manage your clients, staff and workload, reducing administration time to practically zero.

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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Xero Practice Manager logo
Xero Practice Manager | Xero 4.6 Based on 45 Ratings
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What is Xero Practice Manager and how does it work?

Xero Practice Manager is for accountants and bookkeepers. It provides the tools to manage Xero client jobs and workflow efficiently from start to finish.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 88%
  • Reviews 71%
  • Momentum 60%
  • Popularity 60%

Xero Practice Manager Pricing

  • Free Trial Not Available
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TaxAdda PMS logo
A Simple Practice Management Software Write a Review
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What is TaxAdda PMS and how does it work?

TaxAdda PMS software is a platform used to manage your tax practice. Collaborate with your team to create tasks for GST & Income Tax returns for all clients. The software offers a secure platform to manage client’s details by adding comments, tasks and more. Increase communication with SMS and whatsapp with a click of a button. Measure team's performance with reports to automate business workflows. Chartered Accountants, Tax Practitioners make use of the software.

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TaxAdda PMS Pricing

  • Free Trial Available
  • Offers Free-forever plan.
Schedule a demo Start Free Trial

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Huskey Practice Manager logo
Make Your Accounting Firm More Profitable 4.5 Based on 2 Ratings
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What is Huskey Practice Manager and how does it work?

Never miss a deadline again. Track recurring jobs like payroll, sales tax, monthly write-ups, etc. Add task lists to jobs for workflow management and easier employee onboarding. Our time sheets make entering time easy and painless. Just start typing a client name and you will get a list of matches. Each member of your team will have access to their own time sheet.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 91%
  • Reviews 63%
  • Momentum 73%
  • Popularity 70%

Huskey Practice Manager Pricing

  • Free Trial Available
  • Starts at $10.0.
Schedule a demo Start Free Trial

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MYOB AE Practice Manager logo
Accounting Practice Management | Accountants Enterprise | MYOB Write a Review
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What is MYOB AE Practice Manager and how does it work?

Accountants Enterprise Practice Manager is a comprehensive practice management system for automating and improving productivity. Find out more here.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

MYOB AE Practice Manager Pricing

  • Free Trial Not Available
Schedule a demo Start Free Trial

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho Practice logo
The Ultimate Practice Management Software Write a Review
Schedule a demo Start Free Trial

What is Zoho Practice and how does it work?

Introducing Zoho Practice the complete practice management software that takes the hassle out of accounting. Designed to help accountants create a well-oiled workflow, Zoho Practice allows professionals to maximize efficiency, foster collaboration, and promote growth. All of this equates to the highest level of client service possible. Using Zoho Practice’s features, they can track invoices and payments, keep a secure record of client information, accelerate document collection and delivery, and more. Plus, powerful automation features save time on all accounting tasks, from filing to project management, to invoice tracking. They can also effortlessly create custom client reports and build brand loyalty with branded email templates, thank-you notes, and other custom correspondence. Overall, Zoho Practice is the premier practice management software for accountants who are looking to take their success to the next level. Join Zoho Practice today and discover the increased level of efficiency and client service that comes with being well-oiled.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 100%
  • Reviews 60%
  • Momentum 64%
  • Popularity 72%

Zoho Practice Pricing

  • Free Trial Not Available
Schedule a demo Start Free Trial

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Jetpack Workflow logo
How It Works | Jetpack Workflow 4.5 Based on 13 Ratings
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What is Jetpack Workflow and how does it work?

Keep your firm on track Whether you’re a one-person army or a growing team, we have you covered. We keep you focused on the tasks ahead, ensuring no deadlines fall through the cracks so you can scale your firm with ease. Free 14-day trial Is the stress of deadlines keeping you up at night? We […]

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 93%
  • Reviews 68%
  • Momentum 60%
  • Popularity 60%

Jetpack Workflow Pricing

  • Free Trial Not Available
  • Starts at $40.0.
Schedule a demo Start Free Trial

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

ImagineTime logo
Time and Billing Practice Management Software for Accountants & CPA's Write a Review
Schedule a demo Start Free Trial

What is ImagineTime and how does it work?

ImagineTime is a fully integrated Practice Management software suite for Accounting Professionals and other professional service providers.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 60%
  • Reviews 60%
  • Momentum 72%
  • Popularity 69%

ImagineTime Pricing

  • Free Trial Not Available
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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Thomson Reuters Onvio logo
Manage your tax and accounting with Thomson Reuters Onvio 3.9 Based on 11 Ratings
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What is Thomson Reuters Onvio and how does it work?

Thomson Reuters Onvio is an online cloud-native tax and accounting software created to simplify your financial complexities. It enables you to prepare and file returns, manage firms, and provide advice to your clients- all from one single platform. Onvio aims at redefining the tax and accounting workflow for you by making it easier and simpler. It additionally provides valuable insights and extraordinary tools to save your time and efforts. Users can work from anywhere and at any time with Onvio to ensure easy and fast collaboration. With Onvio’s intuitive processes and tools, you can simplify and streamline your tax workflow, track billing and deadlines, collect documents and collaborate with clients easily and effortlessly. Users can provide advisory services too to build up trust and increase revenue using Onvio’s tools and features. Onvio further facilitates easy and secure firm management, and tax compliance for starting out businesses as well as for settled ones. Onvio offers various price variations with heavy discount offers to suit every budget type.

Read more

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 100%
  • Reviews 67%
  • Momentum 63%
  • Popularity 64%

Thomson Reuters Onvio Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

89% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

IRIS Practice Management logo
All Products | IRIS Software & Solutions 4.1 Based on 16 Ratings
Schedule a demo Start Free Trial

What is IRIS Practice Management and how does it work?

Our broad portfolio of specialist software ranges from accountancy, financial and human resources to education, payroll and bookkeeping solutions.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 100%
  • Reviews 68%
  • Momentum 60%
  • Popularity 60%

IRIS Practice Management Pricing

  • Free Trial Not Available
Schedule a demo Start Free Trial

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

CCH iFirm logo
CCH iFirm | Wolters Kluwer 3.4 Based on 5 Ratings
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What is CCH iFirm and how does it work?

Monitor and streamline every aspect of the tax and accounting process with CCH iFirm.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 100%
  • Reviews 65%
  • Momentum 60%
  • Popularity 60%

CCH iFirm Pricing

  • Free Trial Not Available
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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Panalitix logo
ACCOUNTANTS BUILD ADVISORY BUSINESSES Write a Review
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What is Panalitix and how does it work?

The accounting profession has never been under more pressure to change. In an environment where the accountant’s traditional heartland of compliance work is being disrupted by technology, accountants need to develop skills to become better business advisors. Panalitix provides a solution comprising software, content and services to help accounting firms build advisory businesses.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 90%
  • Reviews 60%
  • Momentum 62%
  • Popularity 88%

Panalitix Pricing

  • Free Trial Not Available
  • Offers Custom plan.
Schedule a demo Start Free Trial

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