Was ist SeQwens?
A cloud-based simple practice management solution to streamline your tax office. Every SeQwens User Interface comes with a Customer Management feature that allows you to capture leads and easily maintain one-on-one communication. You can organize your projects with tags and statuses, and stay on track with task boards for you and your team.
Wer verwendet SeQwens?
Accountants, Bookkeepers, Registered Tax Preparers, Financial Service Providers
SeQwens – Details
SeQwens
2019 gegründet
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SeQwens – Details
SeQwens
2019 gegründet
SeQwens – Videos und Bilder
Kosten ähnlicher Produkte wie SeQwens vergleichen
Startpreis
Kostenlose Version
Gratis Testen
SeQwens – Bereitstellung und Support
Kundenbetreuung
- E-Mail/Helpdesk
- FAQ/Forum
- Wissensdatenbank
- Telefon-Support
- 24/7 Live-Support
- Chat
Einsatz
- Cloud, SaaS, webbasiert
Training
- Persönlich
- Live Online
- Webinare
- Dokumentation
- Videos
Funktionen von SeQwens
Rechnungswesen Software
- API
- Abrechnung & Rechnungsstellung
- Aktivitäts-Dashboard
- Alarmfunktion / Benachrichtigungen
- Anpassbare Berichte
- Anpassbare Vorlagen
- Audit Trail
- Aufgabenmanagement
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Buchhaltung
- Daten-Import / -Export
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail-Management
- Elektronische Zahlungen
- Erinnerungen
- Finanzanalyse
- Finanzmanagement
- Fortschrittsverfolgung
- Fälligkeits-Tracking
- Für Buchhalter
- Für CPA-Firmen
- Genehmigungs-Workflow
- Integration in die Buchhaltung
- Konfigurierbarer Workflow
- Kontrolle des Genehmigungsprozesses
- Kostenverfolgung
- Kreditkartenbearbeitung
- Kundenmanagement
- Kundenportal
- Kundenspezifisches Branding
- Mehrere Währungen
- Mitarbeiter-Management
- Online-Zahlungen
- Projektmanagement
- Projektzeiterfassung
- Rechnungsmanagement
- Rechnungsverarbeitung
- Sichere Datenspeicherung
- Statusverfolgung
- Suchen / filtern
- Terminverwaltung
- Textnachrichtenversand
- Timer
- Workflow-Management
- Zeit & Kosten Verfolgung
- Zeitverfolgung
Steuerberater Software
- ACH Zahlungsabwicklung
- Abrechnung & Rechnungsstellung
- Ad-hoc-Berichterstattung
- Aktivitäts-Dashboard
- Alarmfunktion / Benachrichtigungen
- Anpassbare Vorlagen
- Aufgabenmanagement
- Automatische Sicherung
- Belegmanagement
- Berichterstattung und Statistik
- Buchhaltung
- Cash Management
- Cash-Flow-Management
- Compliance Management
- Daten-Import / -Export
- Dokumentenmanagement
- Dokumentenspeicher
- Dokumentvorlagen
- Drittanbieter-Integration
- E-Mail Erinnerungen
- Echtzeit-Aktualisierungen
- Einkauf & Empfang
- Erinnerungen
- Fälligkeits-Tracking
- Integration in QuickBooks
- Konfigurierbarer Workflow
- Kontenabgleich
- Kontrolle des Genehmigungsprozesses
- Kreditkartenbearbeitung
- Kundenmanagement
- Kundenportal
- Kundenspezifisches Branding
- Lohn- und Gehaltslisten-Management
- Mitarbeitermanagement
- Mobiler Zugriff
- Projektmanagement
- Rechnungsmanagement
- SSL-Sicherheit
- Spesenabrechnungen
- Statusverfolgung
- Steuererklärungen
- Steuererklärungs-Formular
- Szenarioplanung
- Timesheet Management
- Transaktionshistorie
- Umsatzsteuer-Management
- Wirtschaftsprüfung-Management
- Workflow-Management
- Zeitplanmanagement
- Zugriffskontrollen / Berechtigungen
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Alle 6 Nutzerbewertungen lesenDurchschnittliche Bewertung
Nutzerbewertungen nach Unternehmensgröße (Angestellte)
- <50
- 51-200
- 201-1.000
- >1.001
Paul N.
Is a great software, just need few little tweaks.
Vorteile:
The Email Campaign feature. Uploading and transfering documents.
Nachteile:
It will be nice to make it a little user friendly, but nothing major. Overall is a great software.
Antwort von SeQwens
vor 7 Monaten
Thanks, Paul for your review, and thanks for being a loyal customer. We have received many great feedbacks and reviews over the years which has led us to the most recent version of SeQwens. Delivering on our promise to provide Simple Practice Management Solutions to Tax and Accounting Professionals.
Victoria W.
Excellent product for the price
Kommentare: I wish I had found SeQwens sooner. My client document management is 1000% better since starting SeQwens. Unlike my tax software, ATX, SeQwens pricing is clear, concise, and transparent. My clients love it bc they can get as many E copies of their work as they want without having to wait for my staff to email them what they've asked for.
Vorteile:
I love how easy SeQwens is to use. Setting up all of my long time clients is extremely easy. I wish all software was this easy to jump in and start using. The lay out is simple, clean, and clear. If I can't find something, the problem is likely me as whoever developed this obviously spent some time testing it and making it easy to use, even if you aren't tech savy.
Nachteile:
My home city won't pop up at the top. It will list smaller surrounding towns and the 'burbs, but it will NOT display Memphis as my current location. This is a really minor tiny problem. And I figure the program has read our local news and knows it's dangerous inside the city!! lol
Antwort von SeQwens
vor 7 Monaten
Thanks, Victoria for your review, and thanks for being a loyal customer. We have received many great feedbacks and reviews over the years which has led us to the most recent version of SeQwens. Delivering on our promise to provide Simple Practice Management Solutions to Tax and Accounting Professionals.
Maurita H.
SeQwens
Kommentare: Great experience
Vorteile:
What I like most about the product is that it is user-friendly. I can work from anywhere to obtain my client's information in a confidential way. All my clients love that they have access to a portal where they can go back to check and upload documents when they like.
Nachteile:
I would like for the product to include a video conference where our clients can go in and see us ( Like Zoom)
Antwort von SeQwens
vor 7 Monaten
Thanks, Maurita for your review, and thanks for being a loyal customer. We have received many great feedbacks and reviews over the years which has led us to the most recent version of SeQwens. Delivering on our promise to provide Simple Practice Management Solutions to Tax and Accounting Professionals.
Nicole H.
Great product
Kommentare: Definitely helped make business and collecting documents super easy this year.
Vorteile:
I loved how easy it was to navigate through the website. It was very welled organized and easy for clients to use.
Nachteile:
Needs more tabs for documents for clients. Most clients have multiple w2's and or 1099's.
Antwort von SeQwens
vor 6 Monaten
Thanks, Nicole for your review, and thanks for being a loyal customer. We have received many great feedbacks and reviews over the years which has led us to the most recent version of SeQwens. Delivering on our promise to provide Simple Practice Management Solutions to Tax and Accounting Professionals.
Xiondra W.
SeQwens is awesome!
Vorteile:
It was very easy to use. Liked it better than previous software that I have used.
Nachteile:
I liked everything about the software. However, I believe some automations should be in place. That will help your customers tax offices run smoother and you’ll be able to Set yourself apart from other software companies and capitalize more.
