notis logo

notis

by Audet · Since 2021
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ActiveAvailable globally
Quick facts
VendorAudet
Year launched2021
StatusActive
LocationBel Air, Maryland, USA
Countries servedGlobal
Languages1
Integrations2+
Free tier
Free trial
Contact salesYES

About notis

Notis is a communication software from Audet designed for efficient information sharing. It provides messaging, notification, and collaboration tools so teams can coordinate effectively. Users can send real-time updates, manage tasks, and share files securely within the platform. Notis also supports integration with other tools, allowing for a connected workflow. Key capabilities: messaging notifications task management file sharing integrations Best for: teams that need to communicate and collaborate on projects efficiently.

Notis is a robust accounting practice management software developed by Audet, designed to streamline the various tasks involved in managing an accounting firm. This software is tailored specifically for accountants, offering a centralized platform that brings together team management, client communication, document handling, and analytics into a single, cohesive system. Its goal is to alleviate the complexities of managing multiple client engagements simultaneously, thereby allowing accountants to focus more on their core responsibilities. One of the standout features of Notis is its engagement management capability. This feature enables firms to handle all their client engagements in one place, ensuring that tasks, communications, and documents are easily accessible and well-organized. The software’s task management system is particularly innovative, replacing the need for traditional file rooms with a more modern and efficient document management approach. Tasks can be assigned to specific team members, with all relevant communications and updates being tracked within the same system. This setup not only saves time but also reduces the risk of miscommunication or overlooked tasks.

Pros & Cons

What users like
  • +Centralized management of all engagements
  • +Robust analytics for performance tracking
  • +Secure data management with AWS
What users flag
  • Limited integrations compared to other platforms
  • No clear information on pricing plans

Features

Key features

Engagement Management
Centralized platform to manage all engagements, including tasks, teams, and client communications.
Real-Time Analytics
Offers next-gen business analytics to track employee workload, project status, and firm growth metrics.
Task Management
Innovative document management without traditional file rooms, including task assignments, status updates, and communication history.
Activity Center
A unified inbox for tracking all workspace activities, ensuring that no critical message or task is missed.
Snapshot View
Provides a quick overview of upcoming assignments and priorities

Additional features

Engagement Tracking
Manage all engagements, including documents and client communication, from a single platform.
Task Assignment & Collaboration
Assign tasks to team members, collaborate with them, and monitor progress.
Dynamic Feedback
Real-time feedback on tasks and projects to ensure timely completion.
Document Management
Innovative methods to organize and manage documents without traditional file rooms.
Integrated Communication
Centralized communication history within task management.
Status & Priority Updates
Keep track of status and priority changes in real-time.
Analytics Tools
Monitor firm-wide metrics like employee workload and project progress with powerful analytics.
Security
Data is secured with 256-bit encryption and stored using Amazon Web Services (AWS).
Integrations
Integrates with essential tools like Adobe for document signing and Amazon Chime for virtual meetings

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
1
Interface languages
10
Billing currencies

Interface languages

English

Billing currencies

🇨🇦CAD🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇲🇽MXN

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