WikiPro Features

WikiPro

Customer communication platform for small business owners

4.73/5 (22 reviews)

WikiPro Feature Summary

  • Alerts/Notifications
  • Audio Calls
  • CPA Firms
  • Collaboration
  • Debit/Credit Card Processing
  • Discussion Threads
  • Electronic Signature
  • Encryption
  • File Sharing
  • Mobile Payments
  • Mobile Signature
  • Multi-Channel Campaigns
  • Multi-Party Signing
  • Negative Feedback Management
  • Offline Form
  • PCI Compliance
  • Payment Fraud Prevention
  • Payment Processing
  • Proactive Chat
  • Real Time Synchronization
  • Real-time Chat
  • Real-time Consumer-facing Chat
  • Reporting/Analytics
  • Response Management
  • Review Badge Management
  • Review Monitoring
  • Review Request
  • Search
  • Social Sharing
  • Tax Management
  • Team Collaboration
  • Website Visitor Tracking

Competitor Feature Comparison

API
Activity Dashboard
Audit Trail
Auto-Responders
Billing & Invoicing
Campaign Management
Chat
Commenting
Communication Management
Credit Card Processing
Customizable Branding
Customizable Templates
Deadline Management
Digital Signature
Document Storage
Electronic Payments
Electronic Signature Capture
Feedback Collection
File Transfer
Instant Messaging
Mobile Signature Capture
Multi-Channel Communication
Payroll Management
Ratings & Reviews
Scheduling
Search Functionality
Single Sign On
Social Media Integration
Task Management
Task Tracking
Template Management
Third Party Integration
Two-Factor Authentication
User Management
Video Conferencing
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Audit Trail
Auto-Responders
Billing & Invoicing
Campaign Management
Chat
Commenting
Communication Management
Credit Card Processing
Customizable Branding
Customizable Templates
Deadline Management
Digital Signature
Document Storage
Electronic Payments
Electronic Signature Capture
Feedback Collection
File Transfer
Instant Messaging
Mobile Signature Capture
Multi-Channel Communication
Payroll Management
Ratings & Reviews
Scheduling
Search Functionality
Single Sign On
Social Media Integration
Task Management
Task Tracking
Template Management
Third Party Integration
Two-Factor Authentication
User Management
Video Conferencing
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Audit Trail
Auto-Responders
Billing & Invoicing
Campaign Management
Chat
Commenting
Communication Management
Credit Card Processing
Customizable Branding
Customizable Templates
Deadline Management
Digital Signature
Document Storage
Electronic Payments
Electronic Signature Capture
Feedback Collection
File Transfer
Instant Messaging
Mobile Signature Capture
Multi-Channel Communication
Payroll Management
Ratings & Reviews
Scheduling
Search Functionality
Single Sign On
Social Media Integration
Task Management
Task Tracking
Template Management
Third Party Integration
Two-Factor Authentication
User Management
Video Conferencing
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


11 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


16 reviews

WikiPro Feature Reviews

19 reviewers had the following to say about WikiPro's features:

Alex Chen

It will be a big deal in the future

2020-08-25

It is very different compared to other CPAs when utilizing Wikipro, it is very professional, organized, and efficient. Every CPA should consider using a powerful tool with so many great functions like wikipro.

Pros

The software integrates esign & document management function to make the signing process much easier.

Cons

In my opinion as software, there are always things can be improved and small bugs needs to be fixed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joe Lu

Good app

2020-08-25

Pros

East to communicate with my accountant .

Cons

It is real simple and easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
zishun chen

WikiPro Review

2020-08-26

Great solutions for business to customer communication

Pros

easy to use, love their text to landline feature, no app installation needed

Cons

hope it can build in more texting features for future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicole Su

useful good app

2020-08-26

The app is easy to use, has all the functions we need.

Pros

the app is user friendly and has all the functions that I need.

Cons

i missed the notification sometimes, there are notifications in the app but its not showing on the icon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Grace Chen

Handy app for tax and accounting tasks

2020-08-21

Pros

It saves us time to collect client data and information It is convenient and provides instant messaging.

Cons

It got stuck during e-sign if the document size is too large. For example, if the file has more than 10 pages.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from WikiPro


Sometimes the signature got stuck because the PDF document is corrupt. There is no 10 page limit. Please contact wikipro support if you have issue signing a PDF document.

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Aiqin Jie

Great software

2020-08-26

I like it a lot. Easy to use

Pros

What I like the most about it is Easy to use, friendly interface.

Cons

The least I like this software? Not much to complain

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
hsueh chen

time saving app!

2020-08-26

Pros

excellent customer service

Cons

photo & doc upload takes some time and unable to upload multiple at once

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from WikiPro


Thanks for your feedback. Actually we allow multiple files upload, you just need to click the buttons to upload more files.

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jiangmin li

Ranch Estate Inc

2020-08-26

Pros

It is very convenient to contact when I have questions

Cons

Should to post more informations on discovery

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
jack sun

Remotely getting things done.

2020-08-26

Pros

The fact that i don't have to drive to the see my cpa to get my tax done.

Cons

the interface can use a better face. other than that. its pretty good.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Feng

Great app

2020-08-25

Recommended

Pros

The instant communication app that make things a lot easier to work

Cons

Take a little bit time to learn and figure out all the functions but it’s worth it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Suresh Mopidevi

Best and Unique application for Professionals.

2019-09-25

Pros

User friendly interface

Cons

Every module from sign in seems good to me.No issues

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Carey Jiang

User

2020-08-26

Easy to find app and easy to communicate

Pros

Easy to find the app👍Easy to communicate

Cons

Little conflicted to use , Can not find the conversation history .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
QIQI YI

This App is user friendly

2020-01-17

It helps me get my tax done

Pros

Easy to communicate; easy to reach professionals; efficient

Cons

It updates a little frequently. But 99% of the APP I liked it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Cecilia Chong

Excellent

2020-08-26

Pros

Easy, user friendly and get response quickly

Cons

Font is small, wish it can be enlarge as we are the elder group to use the app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ruilu Zhang

WiKiPro #1

2020-08-26

Pros

Easy and convenient to communication with it

Cons

Everything seems like useful. Nothing least liked

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
xi Wu

Good

2020-08-26

Pros

This software Convenient, fast and easy to use,

Cons

l There is nothing wrong with this software, I think it works well

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan Wang

Great software

2020-08-26

Pros

Easy to use, helped with my accounting needs

Cons

Nothing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
qiuyang fu

Very good software

2020-08-26

its a great app to use for my business!.

Pros

This software is very easy to use.its full-features.

Cons

i can signed documents anytime anywhere.and I can send photo.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Hong Yang

Great tool

2020-08-26

I can easily use this useful app. It is very efficient to work with.

Pros

I like to use this app because it is simple and easy to handle.

Cons

I didn’t find some thing I like least so far.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more