Consulting
Online consulting – A new level of possibilities
5 ways… is a system that enables you to transform knowledge into a source of income. Online access provides unlimited reach, allowing you to offer consultations from anywhere in the world, anytime.
5 ways… it’s earning through consulting
Continuous access to clients from all over the USA
Gain access across USA with customizable forms you can easily embed on your website, social media, or any online space, helping you acquire new assignments, regardless of location.
Service pricing and upfront payment collection
With online payment integration, you get paid for your services in advance, before the work even begins. This solution ensures financial stability while protecting you from delayed client payments.
Integration with online accounting
With wFirma system integration, you can automatically generate invoices based on received electronic payments. You can then share them or send them directly to accounting.
Automatically build a personalized knowledge base
Use case history to create response templates and centralize a comprehensive archive in one location. Your team benefits from a well-structured and expansive knowledge resource.
Let’s grow your business together!
Work smarter and save time every day with an intelligent system tailored for accounting firms.
Try for freeFeatures that support your work style
Integrate your email with the system to efficiently enhance communication with accounting firm clients. Automated message filtering assigns correspondence to the appropriate clients, while integration with Gmail and Microsoft Exchange ensures full functionality.
- Bulk message sending and management
- Automated assignment of correspondence to relevant client profiles
Internal chat
Provide your team with fast, convenient communication across your accounting firm. The internal chat enables real-time information exchange, task coordination, and feedback, enhancing collaboration and preventing misunderstandings. All conversations are automatically archived, ensuring easy access to past discussions whenever needed.
- Instant communication between employees
- Automatic conversation archiving for complete control
Customer service form
Enhance client communication and save time with the customer service form. This tool lets you gather inquiries and data all in one place, reducing the need for lengthy phone calls.
- Create and share custom forms with a link
- Seamless integration of the form into your office’s website.
Manage paid services
Deliver services faster and more efficiently. The system enables quick pricing of additional services, seamless case delegation for completion, and automatic payment collection.
- Quick quoting and automated billing for additional services
- Automated invoicing and payment processing
Interactive surveys
Easily gather customer data and insights with interactive surveys. This module lets you create personalized forms, boosting efficiency and speeding up the quoting process for new clients.
- Easily create and send surveys to clients
- Customize surveys to meet your firm's specific needs
Archive
Store all your data in one easily accessible location. The archive keeps a complete history of communication, documentation, and collaboration, giving you a full view of client relationships and ensuring everything you need is always at your fingertips.
- Easy access to all client documents and attachments
- Complete communication history maintained
- Secure data storage fully compliant with GDPR
Faq
Questions and Answers
The case pricing process begins with integration to an online payment system, allowing you to set service prices and collect payments for services directly within the platform. For team-based work, a case must first be assigned or taken over by the appropriate team member. Once assigned, the "QUOTE" option will appear in the case details. Selecting this option opens a window where the service amount can be entered. After the quote is approved, the client receives information about the amount due along with the option to make an online payment. Once the payment is made, you can begin fulfilling the requested service.
Additional helpful features
Use your knowledge to grow your business and get paid for your insights. Take control of payments, streamline task delegation, and transform your expertise into profit.
Try 5 ways… for FREE till the end of 2025. It’s better that way!
Grow and scale your business with a comprehensive platform designed to support accounting firms.
Try for Free