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TOTALFLOW FEATURES

Practice management

Practice Management

TotalFlow’s practice management module helps accounting firms grow by managing more clients efficiently. It centralizes client information, tasks, and communications, streamlining workflows and reducing admin work. Accountants can track progress and meet deadlines, allowing firms to serve more clients without losing quality. The module logs interactions, improving responsiveness. With reporting features providing performance insights, firms can optimize operations and confidently scale their business.

Streamline Client Management for Growth

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Chatrooms

In-House Chatrooms & Video Conferencing

TotalFlow’s integrated chat and video conferencing tools allow teams to collaborate seamlessly during work hours. By offering a platform for professional communication, it draws a clear boundary between work and personal messaging, ensuring a focused work environment. This feature helps businesses maintain productivity while promoting clear and effective communication among team members.

Enhancing Professional Communication

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Receiptflow

Receiptflow Receipt Capture Tool

Receiptflow simplifies expense tracking by automatically capturing and organizing receipts. All receipts are directly uploaded into the Account Think module, creating a ready-made file for easy access and accounting. This feature reduces manual data entry, making expense tracking effortless and accurate.

Coming soon

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CRM

CRM TOOL

TotalFlow’s CRM module is a powerful tool for managing customer relationships, helping businesses track client interactions, sales pipelines, and lead generation. It offers an organized, efficient system for managing clients, improving customer service, and driving business growth. With detailed customer data at your fingertips, the CRM tool helps businesses nurture client relationships.

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WAREHOUSING

Warehousing / Stock Module

For businesses with inventory, TotalFlow’s warehousing and stock module is a scalable solution that supports growth. It enables businesses to manage inventory, track stock levels, and oversee the flow of goods in real time. This feature is ideal for organizations looking to streamline their inventory management and ensure smooth operations as they expand.

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LOGISTICS

Logistics Module

The logistics module helps businesses optimize their supply chain by managing production flows and deliveries efficiently. It offers end-to-end visibility over the entire supply chain, from procurement to distribution. By streamlining logistics, businesses can reduce delays, improve customer satisfaction, and enhance overall operational efficiency.

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PROJECT MANAGEMENT

Project Management Module

TotalFlow’s project management tool provides transparency into all project tasks, making it easier to manage teams and deadlines. It allows businesses to assign tasks, monitor progress, and ensure that projects stay on track. This feature promotes accountability and collaboration, helping teams work together effectively and meet project goals.

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Account Think

Account Think Accounting Module

The Account Think module is a comprehensive accounting tool designed to simplify financial management for businesses, especially in handling taxes. It provides real-time data on income, expenses, and tax obligations, ensuring that businesses remain compliant with tax regulations. This feature is essential for businesses looking to streamline their accounting processes and reduce the complexity of tax management.

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