Modern practice management software for accounting and tax firms. Free-Forever.
Get organized and working together with all the tools you need to scale your practice.
Get Started - Free Forever
Core Features
Client Relationship Management
Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen.
Proposals
Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity.
Projects and Workflow
Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new Agenda Dashboard informs each team member of their daily work.
E-Signature and 8879s
A complete tax return delivery solution, not just form 8879. Give clients a detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non US based firms. KBA is available making this an IRS compliant solution. This module allows you to upload virtually any document to obtain signatures as well.
Document Management
All your client documents and work papers in one central location clearly organized by tax year and subject. Relate documents to projects so team members know exactly what to do and where to get the information.
Client Portal
An easy to use client portal delivers completed work including tax returns. The available Payment Lock feature allows you to collect fees before clients can view or download documents. Clients see a detailed Task list for all items they have not viewed or taken action on.
Automated Follow-Up
Schedule one time or recurring tasks to request missing client information. Stop wasting time chasing clients and let Pascal do the work for you. Use requests to create a compliant audit trail.
Client Recurring Billing
Automated recurring billing via accepted proposals. Collect fees via credit card or ACH (coming soon). Connect your Stripe account or work with your existing merchant account via Authorize.net.
Document Filing Automation
Stop looking at multiple locations for client documents. Link your email account so every incoming email attachment from clients are automatically fetched and uploaded to Pascal. We will even do a 365 Day look back so past documents and emails are included in Pascal. Every client document from all team member's inbox are centrally stored. No more CC or forwarding emails.
Payment Lock Tax Returns
Our patented Pay Lock feature allows you to protect your hard work by requiring clients to pay before they can view. Once paid, your client can view, download, or share their documents securely. This feature works for both Documents and E-Sign. It is a perfect way to send Tax Returns.
Pascal Marketing Platform
Transform 8879 Compliance into the most powerful marketing and customer service tool the industry has ever seen. At your discretion, you can give your clients the option to share their experience with your firm via google reviews or social media directly after completing form 8879. In addition, you can schedule automated hand written thank you cards to be delivered to your clients to increase customer loyalty and satisfaction (Available on our Paid Plan with integrations)
Engage your clients with one easy-to-use platform
GET STARTED
