Setting up your organization on EverLeagues is quick and easy.
EverLeagues Client Portal increases collaboration efficiency by keeping all of the information and communications with clients in one place. Instead of using multiple platforms to complete a single task, both employees and clients can complete multiple tasks using EverLeagues. You can also assign and unassign clients to different staff, which makes managing human resources a lot easier.
With Private Group Messaging, practices can interact securely with both co-workers and clients. Whether it’s sharing files directly from the cloud, sending instant secure messages, setting up meetings, and more, EverLeague has it all covered.
Setting up video meetings is a breeze on EverLeagues; no software installation is required. You can set up open or secure private video conferences from any device. This is a great tool for conducting meetings with your staff, clients, and guests.
Staying organized and structuring your practice’s business model is a breeze with our team channel feature. You can create public or private channels to stay on top of all of your ongoing projects with co-workers and clients.
U.S. Tax Tool
With EverLeagues’ U.S. Tax tool, CPAs and their clients can send and sign tax forms electronically, keeping all of their work in one centralized place.
Use our PDF scanner to create digitized documents. Our scanner has edge-detection and color correction options so you can create high quality and easy-to-read PDFs.
Boost sales productivity, and enhance the overall on-boarding experience for your practice with our EL Sign tool. The EverLeagues E-Sign Tool allows CPAs, Co-Workers, and Clients to sign any document electronically from anywhere, anytime.
The Expense Tracker is a tool that helps you and your clients easily keep track of all of your income and expenses throughout the fiscal year. No need to carry a shoebox of receipts anymore – with EverLeagues, you can capture receipts on the go.