Audience
Accounting firms
About FinKoper
FinKoper is a CRM for Accounting firms.
Features:
Communication: Conveniently communicate with clients - via Telegram, WhatsApp, or Email. All accountants leading this client can communicate with him in one window inside the service without using personal messengers.
Tax calendar for each client: It's enough to set up a client once and the service will automatically make a schedule of tax reporting for him and build it into the working calendar of the accountant in charge.
Chats and tasks: Employees can set and track tasks for themselves and their colleagues. Recurring tasks, checklists, tags, comments, and attached documents - all settings in one window.
Time Management: Work Time Tracking allows you to control the most labor-intensive areas of work and plan both the number and qualifications of staff and the workload of employees.
Analytics for the manager: Detailed reports and graphs on employee productivity, as well as work efficiency for each client and each task.
Other Popular Alternatives & Related Software
TPS Practice Management
TPS Cloud Axis was designed with small to mid-sized accounting firms in mind. With TPS Cloud Axis, you can manage and optimize your practice from home, the office, or anywhere.
*Easily track your time and generate customizable invoice.
*Keep your tasks from slipping through the crack with our easy-to-use Office and employees calendar workflow calendar
*Track all incoming and outgoing emails with bi-directional sync with Outlook 365 and Gmail.
*Clients Portal
* E-signature & Payments
Learn more
Basil
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.
Learn more
BrightManager
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.
Learn more
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.
Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more
Pricing
Starting Price:
€5/month
Free Trial:
Free Trial available.
Integrations
Company Information
Alfa Solution spol. s.r.o.
Founded: 2022
Czech Republic
www.finkoper.com
Videos and Screen Captures
CRM Preview
You Might Also Like
Easy-to-Use Website Accessibility Widget
All in One Accessibility is an AI based accessibility tool that helps organizations to enhance the accessibility and usability of websites quickly.
Product Details
Platforms Supported
Cloud
Windows
iPhone
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
FinKoper Frequently Asked Questions
FinKoper Product Features
Accounting Practice Management
Billing & Invoicing
Client Management
Document Management
Due Date Tracking
Staff Management
Time Tracking
Approval Workflow
Client Portal
For CPA Firms
Project Management
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Mobile Access
Task Management
Lead Scoring
Marketing Automation Integration
Quotes / Proposals
Segmentation
Social Media Integration
Territory Management
