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About

Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.

About

Install our accounting software adapted to SMEs now. With everything you need to make accounting work agile, comfortable and reliable. Millions of seats processed ensure proven reliability. Try the software that encompasses all the SME Management needs. Quick installation and easy handling through a very intuitive and graphical interface. Its benefits are innumerable. Enjoy a comfortable Point of Sale Terminal software. Evolution towards the tactile environment, totally configurable and adapted to the different sectors of the trade such as hospitality, shops, workshops, etc . The Document management module allows you to associate each entry to a scanned document, image, pdf, spreadsheet, etc. Forget about endless searches for documents in filing cabinets. Visionwin Accounting stores them all and allows you to obtain copies at any time. Send records of purchase and sale invoices to the SII system of the Tax Agency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting and tax firms looking for a modern practice management solution to optimize their processes

Audience

For small and medium scale businesses in Spain looking for an app to automate all accounting activities.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$45 per month
Free Version
Free Trial

Pricing

€119 per year
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 2.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pascal Workflow
United States
www.pascalworkflow.com

Company Information

Visionwin
Founded: 2012
Spain
www.visionwin.com/index.html

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow

Alternatives

Onvio

Onvio

Thomson Reuters
4decision

4decision

Microfinance

Categories

Categories

Accounting Practice Management Features

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 Features

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

Accounting Practice Management Features

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

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud

Integrations

Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
iCloud
Claim Pascal Workflow and update features and information
Claim Pascal Workflow and update features and information
Claim Visionwin and update features and information
Claim Visionwin and update features and information