D Donelson
“After the & hesitating
of introducing a practice management software in my business, I’m glad I did. My entire process has become a lot more streamlined my clients appreciate their portal that give the access to their files year-round.”
A Simple Practice Management Solution
for Tax and Accounting Professionals
for Tax and Accounting Professionals
A Simple Practice Management
Solution for Tax and Accounting
Professionals
Solution for Tax and Accounting
Professionals
Created By Tax Pros
For Tax Pros
Simplifying
Your Tax & Accounting Business
Experience a simple practice management solution for your team and your clients. With Online Client Organizers, Secure Document Portal, Scheduling and Appointments, Chat, Text & Communication, Integrated Invoice and Payments, IRS Compliant E-Signature, Workflow Management, you can automate your process and grow.
AUTOMATION
Streamline your daily business process to be more productive, efficient and successful.
OFFICE PORTAL
Our office portal allows you to build relationships year-round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish.
CLIENT PORTAL
Easily onboard your clients in a secured portal. Your clients will have access to checklists, files, and effortless exchange of communication and documents.
COMMUNICATION
Correspond with your clients and or partners through messages, SMS, email campaigns, forms, and invoices—all in real-time.
MULTI OFFICE OPERATION
Managing your team has become more comfortable. Have complete oversight, capture and drive leads, create a sub-office task during and off-season, and automate your entire franchise/affiliate program.
Simplifying
Your Tax Business
Experience a fully integrated solution for your office and your clients. With Online Client Organizers, Secure Document Portal, Scheduling and Appointments, Chat, Text & Communication, Integrated Invoice and Payments, IRS Compliant E-Signature, Workflow Management, you can automate your process and grow.
AUTOMATION
Streamline your daily business process to be more productive, efficient and successful.
OFFICE PORTAL
Our office portal allows you to build relationships year-round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish.
CLIENT PORTAL
Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents.
COMMUNICATION
Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time.
MULTI OFFICE OPERATION
Managing your team has become more comfortable. Have complete oversight, capture and drive leads, create a sub-office task during and off season, and automate your entire service bureau program.
Client
Relations Management
Every SeQwens User Interface comes with a Customer Management feature that allows you to capture leads and easily maintain one-on-one communication. You have the ability to organize your projects with tags and statuses, and stay on track with task boards for you and your team. It allows you to keep everything in one place.
Designed with the Tax Professional in Mind
- Improve office efficiency.
- Collaborate with team members across your organization.
- Engage customers and build better relationships.
- Capture and manage potential clients.
- Send invoices and receive payments.
- Securely send and request client’s and team member’s signatures.
- Securely store files to be accessible on demand.
- Automate your business process.
Designed with the Tax Professional in Mind
- Improve Tax Office Efficiency.
- Collaborate with team members across your organization.
- Engage Customers and build better Relationships.
- Capture and manage leads to close more sales.
- Send Invoices and Collect Payments from Clients.
- Securely send and request Client’s and Team Member’s Signatures.
- Securely store client’s files to be accessible on demand.
- Automate your business process.
Technology Partners
Loved By Our Customers
Our customers love the way we help them to grow and organize their business.
Software Features
Conversation Mode
Initiate conversations with your clients using our messaging interface. Client communications are automatically tracked within their project to be easily accessible.
Task Management
Create collaborative tasks for you, your clients and members of your organization to stay on track, or share public and reach goals together.
Scheduling Calendar
Our calendar allows you to create and organize events with clients and teams members.
SMS
Initiate SMS conversations to single or multiple clients. SMS conversations are automatically tracked within their project to be easily accessible.
Project Management
Create projects for your clients and stay on top of upcoming tasks, completed forms, and deadlines.
Document Manager
Our document management solution combines advanced OCR technology, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork.
Email Marketing
Our email marketing provides all the latest email marketing features designed to help you grow leads and build stronger relationships with your clients.
Client Portals
Simple, customizable portals allow your clients to access all of their forms, emails, and invoices in one place. Embed a password-protected login page on your website for easy access.
E-Signature
Simplify the process of collecting and signing documents from clients. Our secure client portal lets customers e-sign documents with authenticated digital signatures, from any device.
Media Partners
Get in touch
SeQwens allows you to manage and grow a successful tax business with office automation and operational tools.
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