Keep track of all your clients and stay on top of new business opportunities. See client information quickly and easily including: notes, files, to-do's, discussions, and contacts connected to your clients.
Securely store client documents in the cloud and access them from anywhere. Tag documents to client projects so they'll be readily available to you and other team members working on the project.
Effortlessly track your billable time. Get paid faster with beautiful invoices that your clients can pay with one click using a credit or debit card. View reports of Work in Progress (WIP) and outstanding invoices.
Efficiently and securely exchange files with clients. Simple drag-&-drop upload makes sharing quick and easy. Clients always have access to shared files, invoices, and any to-do's you've assigned them.
Organize your workflow into projects to help you prioritize and stay on track. Invite team members to view projects so that everybody’s on the same page. Add notes, tag files, and create to-do's in projects.
Automate your workflow for Offers in Compromise, Payment Plans, and Non-collectible Status with auto-populated IRS forms. Quickly evaluate outcomes using robust tax resolution analytics.
From invoicing, to document exchange and tax resolution. Beanstalk has it all.