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82% 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 
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82% 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 
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| Description | Upflow helps to finish up with your unpaid invoices and maintain a seamless transaction and paying experience. It helps you to manage the follow-ups of the invoices starting from the process of recovery until the payment. It enhances the management of the business using a real-time view at the receivables. It has optimised billing tracking with an all-inclusive dashboard, financial indicators and average payment time alerts. It has a systematic client recovery system that defines stimulus action so that there will not be any unpaid invoice. It contains custom recovery plans that are capable of adapting stimulus channels with the involvement of good interlocuters. By using the services provided by Upflow, the customers can adopt new methods of payment to make sure the payment is done quickly and conveniently. It enables simplified payment method for customer convenience by providing diversified payment modes and automatic banking reconciliation. It is very easy to integrate the software with the environment. It keeps your existing billing and accounting tools connected with each other and successfully revolutionises the management of receivables in minutes. Read more | TaxDome is accounting software that helps you to automate operations, see your work in real-time, and make sure nothing falls through the gaps. It's a simple but effective workspace for managing clients, jobs, papers, and your team. You can use TaxDome's ready-made templates or create your own for bookkeeping, tax returns, payroll resolution, and other tasks. It's a white-labelled, secure, easy-to-use consumer portal for accountants of all ages and technological expertise. It's accessible as a desktop application or a mobile app. The platform supports six languages, allowing you to provide a client portal to clients who do not speak English. TaxDome accepts a variety of currencies and offers free help and training in your native language. It allows you to manage your clients and firm all in one location, including internal practise management tools such as workflow, CRM, and reporting, as well as client-facing capabilities like papers, signatures, invoices, and messaging. Additionally, it provides free screen-sharing onboarding sessions to its clients and trial users. You will have the opportunity to participate in their training courses and webinars. Read more |
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| SW Score & Breakdown |
82% 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
|
82% 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
|
| Total Features |
10 Features
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9 Features
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| Common Features for All |
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
General Ledger
Multi-Currency
Payroll
Project Accounting
Revenue Recognition
Tax Management
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Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing and Invoicing
CPA Firms
Cash Management
Collections
General Ledger
Multi-Currency
Payroll
Project Accounting
Revenue Recognition
Tax Management
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Ease of Use, Excellent Customer Support, Seamless Integrations, Automated Reminders Limited Customization Options, Occasional Syncing Issues, Lack of In-app Calling Feature, Limited Invoice Editing capabilities |
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| Review Summary |
Upflow is a popular SaaS solution for streamlining accounts receivable (A/R) management and improving cash flow. Users consistently praise its ease of use, time-saving automation, and intuitive interface. The platform integrates seamlessly with popular accounting systems like QuickBooks and NetSuite, enabling users to automate dunning processes, track customer payments, and generate detailed reports. While some users suggest the need for more payment platform integrations and more robust analytics features, Upflow consistently receives positive feedback for its user-friendly approach, responsive support, and ability to accelerate collection processes. |
TaxDome is largely praised for its comprehensive all-in-one solution, streamlining client communication, document management, and task automation. Users appreciate the intuitive interface and robust features, especially the secure client portal and e-signature capabilities. However, some find the initial setup process overwhelming and may prefer a monthly subscription option. While the software's potential for increased efficiency is clear, the learning curve and high upfront cost can be a barrier for smaller firms. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Discover Free Grow $440.00 $489.00 per month Scale $880.00 $978.00 per month Enterprise Custom |
One Year Subscription $800.00 $800.00 per user / year |
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View Detailed Pricing
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View Detailed Pricing
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+ 2 More
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| Company Details | Located in: New York, New York Founded in: 2018 |
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