Everleagues

Everleagues is a collaboration tool that brings communication, files, data and firm management all into one location. Anywhere and anytime. With Everleagues you can assign channels for different departments or levels of organization, message clients and team members, share files, setup video conferencing and collaborate all from one location.

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10.0/10 (Expert Score) ★★★★★
Product is rated as #3 in category Client Portal Software
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Everleagues is a collaboration tool that brings communication, files, data and firm management all into one location. Anywhere and anytime. With Everleagues you can assign channels for different departments or levels of organization, message clients and team members, share files, setup video conferencing and collaborate all from one location.

Everleagues
Everleagues

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Customer Reviews

Everleagues Reviews

Susan L.

Advanced user of Everleagues
★★★★★
Great productivity platform accounting practice

What do you like best?

Bring collaboration not only for teams but also for clients. With Everleagues, our staff can work remotely with clients, share screen and posing important tax updates to clients. Everleagues also equip our clients with a mobile PDF scanner and expense tracking tool, so clients are providing us more clean source documents such as tax and audit source documents in more responsive way. It enable us to finish tax returns and audit work faster.

What do you dislike?

Not dislike but wish Everleagues could develop more tools for our industry.

Recommendations to others considering the product:

We are a CPA firm located in Manhattan. Although all of our staff have to work remotely from home due to Covid-19, our firm's productivity has been increased more than 20% with Everleagues platform. We feel like we are working in the same virtual office as we can communicated with each other instantly. Without install any program, our clients can meet with us easily with the secured video conference. We can review the financials or tax returns with our clients using the video screen sharing functions. Both our clients and staff are so happy with Everleagues, it creates more binding among us!

What problems are you solving with the product? What benefits have you realized?

Everleagues helps us build a company wide connection platform with affordable cost. With this connection platform, it enables team and clients collaborate seamlessly in the areas such as information collection and communication to complete tasks such as tax return preparation, auditing and consulting. We benefits greatly from the time saved and improved quality of our services.

Review source: G2.com

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