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Submitted URL: http://accountantws.com/
Effective URL: https://www.accountantws.com/
Submission: On January 26 via api from US — Scanned from DE
Effective URL: https://www.accountantws.com/
Submission: On January 26 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
<form id="contactUsForm" novalidate="">
<div id="textFields" class="needs-validation">
<div class="form-group">
<input type="text" class="form-control" placeholder="First Name" id="contactUsFirstName" title="" required="" aria-required="true">
<div class="invalid-feedback"> Please provide your first name </div>
</div>
<div class="form-group">
<input type="text" class="form-control" placeholder="Last Name" id="contactUsLastName" title="" required="" aria-required="true">
<div class="invalid-feedback"> Please provide your last name </div>
</div>
<div class="form-group">
<input type="text" class="form-control" placeholder="Business Name" id="contactUsBusinessName" title="" required="" aria-required="true">
<div class="invalid-feedback"> Please provide your business name </div>
</div>
<div class="form-group">
<input type="email" class="form-control" placeholder="Business Email ID" id="contactUsEmail" title="" required="" aria-required="true">
<div class="invalid-feedback"> Please provide your email </div>
</div>
<div class="form-group">
<input type="text" class="form-control" placeholder="Phone Number" id="contactUsPhoneNumber" title="" required="" aria-required="true">
<div class="invalid-feedback"> Please provide your phone number </div>
</div>
</div>
<div class="form-group custom_select">
<select name="" id="employeeSizeChange" class="form-control placeholder" title="" required="" aria-required="true">
<option value="placeholder">Select firm's employee size</option>
<option value="1">1 - 2</option>
<option value="2">3 - 5</option>
<option value="3">6 - 8</option>
<option value="4">9 - 10</option>
<option value="5">10+</option>
</select>
<div class="invalid-feedback"> Please provide your firm employee size </div>
</div>
<div class="form-group custom_select" id="clientSizeShow">
<select name="" id="clientSize" class="form-control placeholder" title="" required="" aria-required="true">
<option value="placeholder">Select firm's client size</option>
<option value="1">1 - 10</option>
<option value="2">11 - 25</option>
<option value="3">26 - 50</option>
<option value="4">51 - 100</option>
<option value="5">100+</option>
</select>
<div class="invalid-feedback"> Please provide your firm client size </div>
</div>
<button class="btn btn-secondary">Schedule Demo</button>
</form>Text Content
× * Home * Features * Pricing * Blogs * Contact Us * About Us * Sign In * Get Demo TRANSFORM TO NEXT-GEN ACCOUNTING FIRM Cloud-based Practice Management platform designed by CPA for Tax Professionals DELEGATE SMARTLY & EFFICIENTLY * Interactive Dashboard * Automated Taxflow * Projects & Tasks * Practice Overview SIMPLIFIED DASHBOARD - EFFICIENT MANAGEMENT Interactive dashboard to track tasks, to-do, et al periodically Drill-down to get specifics of each tracked item Effortlessly navigate to client dashboard High-level overview of invoices raised / paid Summary of new clients acquired Get Started AUTO-GENERATED TAX WORKFLOW WITH EQUITABLE DISTRIBUTION Automated tax-workflow with built-in review process Intelligently detect client action to autogenerate tasks Tasks segregated as per tax-filing year and status Track overdue / pending tasks alongwith overall Engagement status Track and manage individual / business tax filing Get Started PROJECT-BASED TASK TRACKING TO MEET DEADLINES EVERYTIME Create, assign and track projects and tasks to manage ad-hoc work Project Templates to manage recurring projects / tasks Automated business related projects / tasks to meet client commitments on time Track task percent completion that rolls upto project level Project specific document portal for easy reference Get Started COMPREHENSIVE YEAR-WISE CLIENT TAX FILES TRACKING Analytical summary, to help reach out instead of being reached out! Track and prioritize tax filing status of clients by tax year Manage equitable workload distribution across employees Drill down to get client details and navigate to client dashboard Actively follow-up with Employees / Client on pending items Get Started EXCEPTIONAL CLIENT EXPERIENCE * Comprehensive End-Client Portal * Unified Client Dashboard * 'Value-Added' Business Services SELF-SERVICE PORTAL TO ENHANCE CUSTOMER EXPERIENCE Quick Action Links to help in easy navigation Dashboard summarizing Active Engagements, To-do items and alerts Centralized communication between clients and the tax office Year-wise repository of all tax filing documents and returns Many additional features including organizer, invoices and projects Get Started UNIFIED CLIENT VIEW ELIMINATING DISCREPANCIES Single-point of entry to all client details for all stakeholders Integrated communication between clients and team member(s) Year-wise repository of all tax filing documents and returns Personalized notes per stakeholder for a client To-do items to keep everyone 'honest' Get Started ONE-STOP SHOP FOR ALL CLIENT FINANCIAL NEEDS Manage client businesses and their tax filings Track and managed 'value-added' business services Configurable frequency to manage services via automated recurring projects Get Started STREAMLINE WITH INTELLIGENT AUTOMATION * Autogenerated Tax Workflow * Autoassign Project Tasks * Seamless Third Party Integrations AUTOGENERATE TAX WORKFLOW USING SYSTEM INTELLIGENCE Automated creation of task upon action (file upload) by client Task creation for each tax year for personal / business tax filing Built-in review process to prevent any act of omission Auto-assignment of task status based on stakeholder action Get Started LEVERAGE EMPLOYEE SPECIALIZATION THROUGH AUTOMATED TASK ASSIGMENT Ability to create project templates with pre-defined tasks and owners Auto-trigger of projects and their tasks based on recurrence frequency Auto-creation of projects and tasks related to periodic business services Creation of tasks in advance to help planning and execution Get Started BEST-IN-CLASS THIRD PARTY APPS TO AUGMENT CAPABILITIES Complete paperless workflow with esignature integration Safe and secure payment gateway for ease of Account Receivables Appointments for effective time management powered by Google Calendar Get Started BUSINESS-DRIVEN ANALYTICS * Financial Growth * Client Retention * Business Services * Notifications & Alerts TRACK EVERY DOLLAR TO IMPROVE ACCOUNT RECEIVABLES Track year-wise invoices raised, paid and outstanding AR Drilldown to et detailed invoice \ payment information Get Started DRIVE GROWTH AND CUSTOMER SATISFACTION Clients acquisition / retention analytics bifurcated year-wise Perform root-cause analysis for lost clients Get Started CROSS-SELL SERVICES TO IMPROVE 'QUALITY OF REVENUE' Breakup of Business services and types to serve clients appropriately Navigate to client-dashboard with a single click Get Started TIMELY RESPONSE TO CLIENTS AND TEAM MEMBERS Notification and Alerts for client messages, team messages and to-do items Count of un-responded messages / items for each client Get Started CUSTOMER SPECIFIC & BRANDING * Seamless Website Integration * Customized Website * Personailized Organizer * Proactive Lead Management INTEGRATE WITH EXISTING WEBSITE TO TRANSITION EFFECTIVELY Integrate existing portal for best-in-class client experience Retain your existing SEO ratings / rankings for existing client base Use personal web-links on social media platform for marketing Whitelabel the product with your firm's logo Get Started BRAND-NEW CUSTOMIZED WEBSITE TO GO DIGITAL OVERNIGHT! Customize and create your own practice website Go digital on a platform with a modern technology backbone Get Started TAILOR-MADE DOCUMENT ORGANIZER FOR STANDARDIZATION Manage templates to standardize information exchage from client Provide personalized-toolkit facilitating easy tax-filing Get Started MANAGE PROSPECTS WITH ONE-CLICK TO CLIENT CONVERSION Integrated lead capture and tracking to closure One-click to convert a lead to a customer Schedule reminders for follow-up Capture and track communication preferences and referral channels Get Started --> OUR BLOGS Previous 21 Apr Accounting and Technology: What's the Future > 18 Apr How Remote Work has Improved Productivity and Collaboration for CPAs > 28 Apr How Accounting Firms Can Turn Leads into Clients with AccountantWS > 25 Apr Here's How AccountantWS can Help You Automate Tax Preparation > 21 Apr Accounting and Technology: What's the Future > 18 Apr How Remote Work has Improved Productivity and Collaboration for CPAs > 28 Apr How Accounting Firms Can Turn Leads into Clients with AccountantWS > 25 Apr Here's How AccountantWS can Help You Automate Tax Preparation > 21 Apr Accounting and Technology: What's the Future > 18 Apr How Remote Work has Improved Productivity and Collaboration for CPAs > Next Get More Blogs OUR VALUES F Focus A Agility (Nimbleness) C Customer Delight E Efficiency with excellence I Integrity T Transparency CONTACT FORM Submit this form and we will get in touch with you Thank You! Your query has been submitted. We will contact you as soon as possible. × We are really sorry but something seems to have gone wrong. We are very sorry if we have caused any troubles :( Please try again. × Please provide your first name Please provide your last name Please provide your business name Please provide your email Please provide your phone number Select firm's employee size 1 - 2 3 - 5 6 - 8 9 - 10 10+ Please provide your firm employee size Select firm's client size 1 - 10 11 - 25 26 - 50 51 - 100 100+ Please provide your firm client size Schedule Demo QUICK LINKS Home Features Pricing Blogs About Us Contact Us Sign In View All Features © Copyright Intelligent Workspace. All Rights Reserved Terms and Conditions | Sitemap | Privacy Policy