Cloud-Based Practice Management Software for Accountants
Unlock the full potential of your firm with TPS Cloud Axis, the tried-and-true solution in accounting practice management software.
Cloud-Based Practice Management System that Transforms Your Practice
Designed specifically for accountants, TPS Cloud Axis provides robust features to automate your practice’s workflow, streamline operations, and keep projects on track. TPS Cloud Axis adapts to the unique challenges faced by accounting professionals, ensuring seamless management of your practice from anywhere, at any time.
User-friendly
Enhance your firm’s workflow with simple yet powerful features. Our dashboard, time tracking, and billing tools make managing tasks easier. Handle clients, automate processes, and keep your team in sync. Enjoy integrations and mobile access for productivity anywhere.
Comprehensive Dashboard
Gain immediate insight into your projects' statuses with our intuitive dashboard. Quickly access tasks that need attention, track progress, and monitor deadlines, all in one place.
Intuitive Time Tracking
Flexible and user-friendly time tracking options designed to ensure accurate, efficient, and comprehensive time tracking that streamlines invoicing and reports.
Billing and Invoicing
Streamline invoicing with customizable templates that make billing simple for accountants and payment convenient for clients.
Client Management
Efficiently manage all client information and transfer accurate data between teams for easier collaboration and better customer service.
Workflow Automation
Streamline operations by tracking projects, assigning tasks, and collaborating seamlessly with your team, ensuring organization and keeping projects on schedule.
Team Management
Optimize coordination with integrated employee calendars, scheduling, and comprehensive to-do lists to enhance productivity and team synergy.
Intelligent Integrations
Seamlessly integrate with essential tools for accountants like Microsoft Outlook, Quickbooks Online, and popular payment platforms to streamline workflows and enhance efficiency.
Remote Access and Mobile Compatibility
Manage your tasks and client communications from anywhere with our secure, cloud-based, and mobile-friendly interface, ensuring seamless operation on-the-go.
Time tracking
Get paid for every moment whether you’re in the office, at home, or on-the-go with your tablet or smartphone. Never miss a billable hour or important detail with smart time tracking features that pair your time entries with relevant data and client information. The result? Less brain drain, more accurate reporting, and greater revenue potential.
Multiple Time Input Methods
Whether you prefer manual entry or real-time tracking, TPS Cloud Axis has got you covered.
Chargeable vs. Non-Chargeable Time
Easily differentiate between billable and non-billable hours for accurate client billing.
Customizable Work Code Structure
Tailor your tracking with a work code system that fits your firm’s unique needs.
Enhanced Reporting
Get real-time, accurate reports for a clear picture of time spent, improving decision-making and client transparency.
Integrations You’ll Love
Discover game-changing integrations that save you time, reduce stress, and minimize errors. From managing emails to handling payments, TPS Cloud Axis integrates with all the tools accountants know and trust, with new integrations added every year to keep up with the latest technological advancements.
Microsoft 365 Outlook
Manage your email and calendar from inside the platform, simplifying workflow and ensuring details don’t get missed.
QuickBooks Online
Manage your email and calendar from inside the platform, simplifying workflow and ensuring details don’t get missed.
Effortless Payment Processing
Integrate with popular payment gateways such as Stripe, PayPal, PayClix, Clover Connect, and CPA Charge for easy, secure transactions.
Streamlined Document Management
Effortlessly handle digital signatures and document processes with DocuSign and Adobe e-sign enhancing your firm’s efficiency and security.
Advanced-Data Analysis
Utilize Microsoft Power BI for powerful insights through sophisticated data visualization, aiding clear, actionable reporting.
*All integrations require a subscription or license for each compatible product.
Designed for accountants
Accounting Practice Management Software that Transforms Your Practice
Designed specifically for accountants, TPS Cloud Axis provides robust features to automate your practice’s workflow, streamline operations, and keep projects on track. TPS Cloud Axis adapts to the unique challenges faced by accounting professionals, ensuring seamless management of your practice from anywhere, at any time.
TPS Cloud Axis Pricing
Connect seamlessly with the tools you already use for a unified and efficient workflow.
Entrepreneur
Simple Time and billing
$15/mo USD x user
Reliable and User-Friendly: Perfect for small teams and freelancers. This tier offers all the time and billing features you need. Our intuitive interface ensures you can manage your practice effortlessly.
Key Features:
Full Time & Billing: Manage time tracking, billing, and financial records comprehensively.
Time, WIP, AR, & History: Centralize tracking of time, work in progress, accounts receivable, and historical data.
Mark Up/Down: Adjust billing rates flexibly for specific projects or clients.
Billing Options: Offer quick billing, detailed invoice breakdowns, and progress tracking for ongoing projects.
Client Inquiry Access: Provide clients access to their time records, work in progress, accounts receivable, and historical billing data.
Detailed Reports: Produce reports on time, work progress, receivables, and productivity.
Payments and Adjustments: Manage payments, financial adjustments, and finance charges efficiently.
Batch Invoicing: Handle multiple client invoices and statements simultaneously.
Multi-channel Support: Offer support through email, forums, and phone, ensuring comprehensive assistance is always available.
Comprehensive Guides and Tutorials: Use all available resources to maximize the potential of TPS Software Cloud Axis.
Pro
Most Popular
$21/mo USD x user
Designed for growing firms, this tier includes all the "Entrepreneur" tier\’s time and billing features plus extra tools for complete practice management. Ideal for businesses looking to improve efficiency and teamwork.
Key Features:
Everything in Entrepreneur
Full Practice Management: Utilize advanced tools to effectively manage all aspects of your practice.
Full Time & Billing: Manage time tracking, billing, and financial records comprehensively.
Firm Calendar & Scheduling: Coordinate and manage firm-wide schedules and appointments seamlessly.
Employee Calendar & Scheduling: Keep individual employee schedules organized for optimal day-to-day management.
Client Workflow Management: Customize workflows to accommodate both one-time and repetitive client needs.
Mass Client Communication: Efficiently handle bulk client communications via mass mailing and emailing.
Client Historical Log: Maintain detailed logs of all client interactions, including notes, invoices, emails, and workflow activities.
Workflow Alerts: Stay informed with alerts that monitor deadlines and key task milestones.
Workflow Reporting: Generate reports to track and improve workflow efficiency and status.
Bi-directional Email: Ensure seamless email communications with synchronization in both directions.
Multi-channel Support: Offer support through email, forums, and phone, ensuring comprehensive assistance is always available.
Employee Task Management: Manage daily tasks with customizable employee to-do lists, enhancing productivity and organization.
Ultimate
Advanced Practice Management
$28/mo USD x user
This tier is designed for dynamic, fast-growing firms that want the latest and greatest tools, technology, and integrations. It offers sophisticated features to manage complex business environments and enhance efficiency at a larger scale.
Key Features:
Everything in Entrepreneur and Pro
Full Time & Billing: Manage time tracking, billing, and financial records comprehensively.
Full Practice Management: Utilize advanced tools to effectively manage all aspects of your practice.
Multiple Office & Consolidation: Optimize management across multiple office locations with consolidated data and operations.
Bi-directional Email: Email Duplicated in both MS Offixe 365 Outlook and TPS Email
Outbound Gmail
QBO bi-directional synchronization: Synchronize data between TPS Cloud Axis and QuickBooks Online to ensure consistency and accuracy in your financial records.*
Secure Client Messaging: Communicate securely with clients through both inbound and outbound portals, ensuring privacy and efficiency in exchanges.
Secure Client Portal: Provide clients with a secure portal to access their financial data and communicate with your firm, ensuring privacy and efficiency in client interactions.
Comprehensive Integrations: Streamline your workflow with integrations including QuickBooks Online, Adobe E-Sign (for Adobe Enterprise Accounts), DocuSign, CPA Charge, PayPal, Stripe, PayClix, and Clover Connect, enhancing functionality and connectivity across your financial ecosystem.*
Secure TPS E-Signature
* TPS has no onboarding fee. However, QBO integration costs $150/hour.
* All integrations require a subscription or license for each compatible product.
Not Sure Which Plan is Right for You?
Try TPS Cloud Axis Today
With our affordable pricing plans and easy sign-up process, there’s no reason not to try TPS Cloud Axis and see what it can do for your firm.
Schedule a free demo below or get started right away by choosing the tier that’s right for you.