Communicate. Collaborate.
Cooperate – Effortlessly.

Manage Your Team Effectively

Operating a tax and accounting business can be a complex and tedious process, ensuring that all team members and clients seamlessly work together. To manage a professional operation, you will need to deploy an easy-to-use Practice Management solution for your team. SeQwens is loaded with tools that will allow you to communicate effectively across your organization, track productivity and deliver the best experience to your clients.

Using SeQwens, you can ensure that all your team members are on the same page. You, your team, and your customers will feel empowered to effortlessly collaborate at every step of the process. You’ll get access to all the tools needed to communicate effectively, keep track of your projects, and deliver an exceptional customer experience.

Tax and accounting professionals face similar challenges especially keeping things organized. Within your SeQwens portal, you will better manage tasks, time, documents, and essential information for your clients. You will be more organized!

Close-up of businessman working in empty office and using smartphone to view graph while discussing sales with colleagues via video conferencing app

Here’s how SeQwens
can help you better organize your team

Workflow & Task Management
Disorganization is a big killer when you and your team are working hard on vital casework. Wouldn’t it be great to have a workflow system that’s so intuitive that your staff gets up and running quickly with the least disturbance?

SeQwens provides easy-to-use workflow automation tools so that you can seamlessly delegate tasks to team members and follow up effortlessly. You can also assign a job to yourself or any of your team members. Plus, you can add notes and reminders to every job. You can streamline your daily business processes to be more productive, efficient, and successful.

Our tax 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.
Document Management
In order to keep your team organized, you need to assign tasks and keep track of important files. Your team members should have access to all the documents they may need when working on an assigned job.

SeQwens features a robust document management solution, secure file sharing, and powerful workflow automation tools to transform how your business deals with paperwork.

The e-Signature functionality simplifies the process of collecting and signing documents from customers. Our secure client portal allows customers to electronically sign documents with authenticated digital signatures, from any device.
Multi-Office Management Portal
Your business is diverse, and we know you need a partner that will be there to ensure your success during tax season and beyond. With comprehensive capabilities, an easy-to-use multi-office management portal, and high-quality support, SeQwens offers our trusted partners the tools you need to take your business to the next level.

As a Service Bureau, SeQwens makes it easy to manage your team. You can have a bird’s eye view of your partners. Plus, you can easily capture and manage leads, create tasks for sub-office during and off-season, and automate your entire franchise/affiliate program.
Customer Relationship Management (CRM)
Every SeQwens user has access to our Customer Management feature that allows you to capture leads and easily maintain one-to-one communication. You can effortlessly 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.

SeQwens also provides a simple, customizable client portal that allows your clients to access all of their forms, emails, and invoices in one place. You can embed a password-protected login page on your website for easy access.

Ready to Streamline
Your Tax & Accounting Business?

Call us today to know more about SeQwens or book a free Trial now!

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