TPS Cloud Axis Ultimate Subscription Plan: Unlock Efficiency and Growth

The TPS Cloud Axis Ultimate plan is the ideal choice for fast-growing, multi-office firms looking to optimize their complex business environment. Here's a quick summary of what this plan offers:

• Full Time & Billing and Practice Management: You get access to Full Time & Billing and Practice Management tools ensuring comprehensive and efficient management of your firm's operations. Includes everything that the Pro subscription plan offers and much more.
• Multiple Office & Consolidation: This plan supports multiple office locations and provides tools for consolidation, making it easy to manage a distributed business structure.
• Reporting Capabilities: You have the flexibility of generating individual office reports as well as consolidated reports, allowing you to analyze and track performance at different levels within your organization.
• Email Duplication in MS Outlook 365: Integration with MS 365 Outlook and TPS Email ensures seamless email management, minimizing the risk of important messages being missed. It will keep a copy of the email on both software.
• MS Office 365 Outlook Calendar: Avoid double-booking your schedule and view the Outlook Calendar within the Workflow Employee calendar.
  
  
  
• QuickBooks Online Integration: Integration with QuickBooks Online streamlines your A/R and keeps your accounting data up to date.
  
  
  
• MS Power BI: The plan includes MS Power BI reporting, providing interactive and valuable insights by partner, office, and employee, helping you make informed decisions.
  
  
  
• Adobe E-Sign: The inclusion of Adobe E-Sign simplifies the process of obtaining electronic signatures, enhancing document management and client interactions. It requires an Adobe Enterprise subscription account.
  
  
• DocuSign: Integrating DocuSign with TPS Cloud Axis facilitates the process of requesting eSignatures for your firm and ensures that all relevant information is stored in the TPS Client Portal, thereby improving overall management capabilities.
  
  
• Secure Client Portal: A secure client portal ensures that sensitive communication remains confidential and protected. Send and Receive documentation to and from the clients.
  
  
  
• Payment Processing Options: The plan offers multiple payment processing options, allowing for flexibility in accepting client payments from:
  • Clover
  • PayPal
  • Stripe
  • CPACharge
  • PayClix

It's important to note that integration products may require separate software licenses from the respective companies, and there may be additional fees for QuickBooks Online onboarding. The TPS Cloud Axis Ultimate plan provides features designed to meet the needs of fast-growing, multi-office firms, making it the best choice for optimizing complex business environments.

0 Votes