Upflow
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Workflow Automation
- Document Management System
- Client Relations Management
- Time and Billing
- Native Windows Interface
- Cloud-based or On-premise Hosting
Pricing Info
Pricing Info
TaxWorkFlow offers a single enterprise pricing plan for all users. Here are the details:
TaxWorkFlow – $1,500/year
- Unlimited storage space
- Unlimited users
- Unlimited company offices
- Free client portal
- Free email hosting
- Free web hosting
Integrations
Integrations
TaxWorkFlows integrates with the following business systems and applications:
- GoDaddy
- Gmail
- Office 365
- CalDav
- Google Calendar
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TaxWorkFlow is an affordable, comprehensive tax and accounting practice management solution that enables firms to use one application to increase the profitability of their tax operations.
Company Email
info@thetaxworkflow.com
Contact No.
Company's Address
517 Grand street, Floor 1
New York, NY 10002
USA
TaxWorkFlow Comparisons
Popular TaxWorkFlow Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Live financial dashboards
- DSO tracking and forecasting
- Automated email workflows
- Personalized payment reminders
- Customer self-service portal
- Autopay and payment processing
- Automatic cash application
- AI-suggested “Promise to Pay”
- Customizable dispute reasons
- API data export
Pricing Info
Upflow segments its pricing plans based on the company’s Annual Recurring Revenue (ARR).
Discover – Free
- For finance teams assessing AR health
- Includes deep analytics tools
- Data discovery capabilities
- Peer benchmarking
Grow – By quote
- Targeted at startups (0−10M ARR)
- Best practices implementation
- Cash flow insights
- Workflow automation
Scale – By quote
- Targeted at scale-ups (10M−50M ARR)
- Operational streamlining tools
- Scalable financial foundations
- Best-in-class financial practices
Strategic – By quote
- Targeted at enterprises ($50M+ ARR)
- Advanced customer behavior insights
- Strategic cash flow management
Relationship engagement tools
Integrations
Upflow emphasizes seamless connectivity with existing financial stacks to ensure data synchronization between collection activities and core ledgers.
- Accounting & ERP: QuickBooks, Xero, NetSuite, Sage Intacct.
- Billing & Subscriptions: Zuora, Chargebee, Stripe Billing.
- Payment Gateways: Stripe, GoCardless.
- CRM & Communication: HubSpot, Slack (for internal collaboration).
- Automation & API: Zapier (for custom workflows) and a REST API for programmatic access to action data.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lattify, Botify, ActivTrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Upflow is a specialized Accounts Receivable (AR) solution that enables finance teams to automate collection workflows and gain real-time visibility into cash flow performance. It replaces manual spreadsheet tracking with systematic, personalized reminders and offers a dedicated customer portal for streamlined payments.
Company Email
sales@upflow.io
Company's Address
Upflow Comparisons
Popular Upflow Alternatives
Every time you compare various Accounting Software apps you shouldn’t only look at their features list and offered pricing plans. Consider that the solution must be adjusted to your standards and team so the more flexible their offer the better. Explore what platforms are supported by TaxWorkFlow and Upflow and ensure you will get mobile support for whatever devices you work on in your company. It may also be a good idea to examine which languages and countries are supported, as this may be a deal breaker for many firms.
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