/office (NOT per User)
Document Storage Included.
A single low, predictable expense.
Adding users? $0
Adding clients? $0
Adding documents? $0
Using e-signatures? $0
Those days are over! At Pacesetter, we understand you want to spend your time managing your firm, not managing your firm software. Our simple, up front, all inclusive pricing model let's you get back to what is important. It also creates a single, predictable, reliable expense.
How much will you save?
MAKE IT EASY FOR YOUR TEAM
Schedule appointments, assign them to a specific employee and location and configure them to recur annually
Receive in-app or email notifications when a client uploads their tax documents
Communicate directly with clients via chat or messaging to ask or answer questions or request info
Send push notifications if info is missing, a client’s return is complete, or payment is due
Collect payment more quickly and without sending paper invoices–clients can’t download their return until they’ve paid
Add notes on client records to share pertinent info with colleagues
Deliver exceptional digital-first customer experience that puts you ahead of the pack
Simple PricingA single all inclusive plan
Secure Document Storage
Every feature enabled
In a consumer’s mind, you’re only as good as their last interaction with you. Our secure, white-labeled app puts your practice at your clients’ fingertips and makes working with your firm clear and frustration-free.
Your clients can:
Run a more productive and profitable practice
while cutting down on manual admin
No more bottlenecks or to-dos that don’t get done. Take your manual workflow processes digital and get your team working smarter vs. harder.