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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

Description

Adjust the fields to align with your organization's actual operations. Authorize permissions and establish your timelines. Take command of your documents. Assess your suppliers thoroughly. Develop a SWOT analysis. Create status reports for corrective actions, alongside fulfilling all requirements set by ISO standards. Receive timely reminders and notifications regarding approaching deadlines and newly assigned tasks, both via email and on the dashboard. Log comments and version histories to enhance tracking. It keeps a detailed record of creation, edits, and variations in collaboration processes. Oversee the planning, registration, and monitoring of processes, audits, and procedures. Attach relevant evidence and documentation as needed. This approach optimizes time, reduces costs, improves process visualization, and enhances interaction, providing methodologies for effective follow-up and prompt problem resolution. Embracing digital transformation in your management system through inblue QMS offers a range of advantages that can significantly enhance operational efficiency and compliance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced

Integrations

QuickBooks Online
QuickBooks Online Advanced

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Financial Cents

Founded

2018

Country

United States

Website

financial-cents.com

Vendor Details

Company Name

inblue

Website

inbluesolutions.com/qms/

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Quality Management

Audit Management
Complaint Management
Compliance Management
Corrective and Preventive Actions (CAPA)
Defect Tracking
Document Control
Equipment Management
ISO Standards Management
Maintenance Management
Risk Management
Supplier Quality Control
Training Management

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