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

SeQwens – Details

SeQwens

2019 gegründet

SeQwens – Videos und Bilder

SeQwens Software - 1 - Vorschau
SeQwens Software - 2 - Vorschau
SeQwens Software - 3 - Vorschau
SeQwens Software - 4 - Vorschau
SeQwens Software - 5 - Vorschau

Kosten ähnlicher Produkte wie SeQwens vergleichen

Startpreis

69,99 $/Monat
10,00 $/Monat
25,00 $/Monat
24,00 $/Monat

Kostenlose Version

Kostenlose Version Ja
Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Ja

Gratis Testen

Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Ja

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

  • 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

Siehe die vollständige Rechnungswesen Software Liste

  • 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

Siehe die vollständige Steuerberater Software
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Alle 6 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
5
Benutzerfreundlichkeit
4,8
Kundenservice
5
Funktionen
4,8
Preis-Leistungs-Verhältnis
5

Nutzerbewertungen nach Bewertung

5
6

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Paul N.
Paul N.
Manager in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Is a great software, just need few little tweaks.

5 letztes Jahr

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.
owner/sorceress in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Excellent product for the price

5 vor 7 Monaten

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.
Franchise Owner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

SeQwens

5 vor 7 Monaten

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.
Owner in USA
Buchhaltung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great product

5 vor 7 Monaten

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.
Owner in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

SeQwens is awesome!

5 vor 6 Monaten

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.