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TeamCollaborationforAccountingFirms

Supercharge your firm's collaboration with TPS Cloud Axis, designed to enhance productivity and simplify coordination across your team, no matter where they're located.

Client Visibility
Deadline Control
Workflow Automation

Team Collaboration for Accounting Firms

Team work makes the dream work, but coordinating a dispersed team of accountants across various tasks and projects can feel like herding cats. The scattered schedules, misaligned communications, and overlapping responsibilities can not only slow down your operations but also risk the quality of service for clients and morale of your team.

TPS Cloud Axis simplifies these challenges by providing a comprehensive suite of team management tools tailored for accounting firms. It enables effective team management by allowing members to connect and coordinate seamlessly, no matter where they're located, thus maximizing efficiency and productivity.

Foster Seamless Team Collaboration

Foster Seamless Team Collaboration

Effective team management is crucial for maximizing efficiency and driving productivity within accounting firms. TPS Cloud Axis facilitates advanced team collaboration by allowing team members to connect and coordinate seamlessly, regardless of their physical locations.

Remote Accessibility

Remote Accessibility

With the ability to access TPS Cloud Axis remotely, including from mobile devices, your team can collaborate effectively from anywhere. This flexibility is increasingly important as remote work becomes more prevalent across industries.

Shared Task Lists

Shared Task Lists

TPS Cloud Axis enhances organizational efficiency with shared task lists. Team members can view ongoing projects, understand their specific responsibilities, and track due dates. This visibility helps prevent task overlap and ensures that everyone is on the same page, enhancing overall efficiency.

Collaborative Task Management

Collaborative Task Management

The platform supports task collaboration by providing a unified space where multiple team members can work together on tasks. This integration helps in reducing miscommunications and streamlining the completion of complex tasks.

Integrated Scheduling

Integrated Scheduling

By integrating employee calendars and scheduling within TPS Cloud Axis, the platform simplifies the coordination of team activities. This feature is essential for aligning multiple team members on projects and meetings without the hassle of external scheduling tools.

Centralized Communication Hub

Centralized Communication Hub

TPS Cloud Axis serves as a centralized communication hub, connecting partners, managers, and employees in one comprehensive platform. This centralization of information streamlines interactions and ensures that all relevant client and employee information is readily accessible.

What improves with better teamwork

Benefits of Enhanced Team Collaboration

1

Streamlined Communication

Ensure that all team members have immediate access to necessary information, reducing delays and increasing responsiveness.

2

Time Tracking Integration

Shared views on tasks and schedules eliminate redundancies and enhance the productivity of team interactions.

3

Enhanced Flexibility

Remote access capabilities allow team members to stay connected and productive regardless of their physical location.

4

Centralized Data

Having a single source of truth for client and project information minimizes errors and speeds up decision-making.

Before You Choose a Plan

Most firms start with a walkthrough to ask questions and confirm fit
— then choose a plan with confidence.

Entrepreneur

Simple Time and Billing

$18 USD/Month x user

Essential Time and Billing Tools to Keep You Moving.

Reliable and User-Friendly: Perfect for small teams and freelancers. This tier offers all the time and billing features you need.

What You’ll Get

  • Full Time & Billing
  • Time, WIP, AR, & History
  • Mark Up/Down
  • Billing Options
  • Client Inquiry Access
  • Detailed Reports
  • Payments and Adjustments
  • Batch Invoicing
  • Multi-channel Support
  • Comprehensive Guides and Tutorials

TPS does not charge an onboarding fee. Data conversion is billed separately, if required.

Pro

For Growing Firms

$25 USD/Month x user

All-in-One Workflow and Client Management for Growing Firms

Everything in Entrepreneur—plus workflow automation, mass client communication, task management, and a built-in CRM.

What You’ll Get

Everything in Entrepreneur

  • Full Practice Management
  • Firm Calendar & Scheduling
  • Employee Calendar & Scheduling
  • Client Workflow Management
  • Mass Client Communication
  • Client Historical Log
  • Workflow Alerts
  • Workflow Reporting
  • Bi-directional Email
  • Multi-channel Support
  • Employee Task Management

TPS does not charge an onboarding fee. Data conversion is billed separately, if required.

Ultimate

Most Popular

$34 USD/Month x user

Seamless Integrations and Advanced Features to Work Smarter

Advanced tools like email sync, e-signatures, QBO integration, and multi-office support.

What You’ll Get

Everything in Entrepreneur and Pro

  • Multiple Office & Consolidation
  • Bi-directional Outlook Email
  • Outbound Gmail
  • QBO bi-directional synchronization
  • Secure Client Messaging
  • Secure Client Portal
  • Comprehensive Integrations
  • Secure TPS E-Signature

Integrations require a valid license for each connected product.

QuickBooks Online (QBO) implementation is $350 USD and includes the first 2 hours. Additional time is billed at $150 USD per hour.

Compare Full TPS Cloud Axis Pricing Plans