Average Ratings 0 Ratings
Average Ratings 6 Ratings
Similar Products
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
8am8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
-
XeroSave 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
-
SorabanSoraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
-
QuickFeeQuickFee (ASX: QFE) is a premier provider of payment, financing, and accounts receivable automation solutions tailored specifically for professional services firms. Our platform simplifies the Accounts Receivable process and boosts revenue growth by integrating various online payment methods and robust invoicing tools seamlessly within your practice management system. With QuickFee, you can expect fewer aging receivables, enhanced cash flow, and higher client spending. Your clients get the flexibility to pay via credit or debit cards, ACH/EFT transfers, or QuickFee's unique financing option that allows them to pay their invoice over 3 to 12 months—while firms receive the total payment upfront, incurring no extra costs. Operating across the United States and Australia, QuickFee is dedicated to providing scalable, cost-effective solutions supported by exceptional customer service.
-
SummSumm (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
-
DOP SoftwareStreamline Waste Operations with DOP Software DOP Software is a user-friendly, dynamic solution designed for the waste industry. Boost efficiency, speed up accounts receivables, optimize routes, and grow your customer base. Built to evolve with your business, offering all-inclusive features, ongoing updates, and cloud services. Suitable for businesses of any size or stage, DOP Software simplifies waste management. Make your operations smoother and more productive with DOP Software.
-
Time Tracker by eBillityAutomate your time tracking to save time and money. Software for employee time tracking software to track payroll, billing, productivity, and more. Time tracking software for productivity and profitability. eBillity's Time Tracker was created for teams to simplify employee timekeeping for billing and payroll. Flexible add-ons and customizable settings allow you to scale up your account as your company grows. You can reduce administration, increase accountability, and eliminate time theft. Increase profitability, strengthen client relationships, and simplify tax time. You can measure the efficiency of your clients, employees, and projects. Made with love, the software is easy to use and can deliver accurate client billing and payroll. eBillity's time-tracking software makes it easy for employees to keep track of their time using any device that they have access to.
-
kama.aikama.ai's Designed Emotional Intelligence, kama DEI, truly understands the meaning and human impact behind your client or user's situation or inquiry the way we as people understand each other. Our Natural Language Understanding (NLU) technology, combined with our proprietary knowledge base, and our human value guidance algorithm supports true human-like understanding and inference behind the interactions with users. Our knowledge base content is easily 'programmed' in natural language, rated by human values, that we all understand, creating an ever expanding Virtual Agent that can answer questions for your clients, employees or other stakeholders. Conversation journeys deliver prioritized product and service information, directly the way your product or service experts or client practitioners want to communicate it. No data scientists or programmers are required. kama DEI Agents can 'speak' over our website chat interface, Facebook Messenger, smart speakers, or from within mobile applications. Ultimately, we help you get the right information, to the right people, at the right time, providing any-time client engagement, increasing your marketing ROI and building your brand's loyalty
-
InterProse ACEInterProse ACE is a modern, cloud-based debt collection software platform built for collection agencies who specialize in consumer or commercial debt, including healthcare, property management, education, and government accounts. ACE also serves collection attorneys, property managers, original creditors, financial institutions and government entities. Heavily configurable and flexible with no one business use case in mind, our debt collection application facilitates account management, secured/unsecured payment plans, client invoicing and reports, legal judgment tracking, data reporting/analytics, and process automation while doing it all in a highly efficient and cost-effective way. Key features include account bundling, account-level documents attachments, heavy process automation, client access, trust accounting, credit reporting, consumer self-service tools, and numerous tech integrations. ACE customers enjoy monthly updates/upgrades to the platform, real-time data & document backups, inherited third-party security audit attestations (SOC2Type2, PCI, PENTEST, HIPAA, StarAlliance, etc.), real-time consumer and client portals, open-API connections, among other modern conveniences that let them focus on business.
Description
Our software encompasses Tax, Accounts Production, and Practice Management, along with a variety of additional functionalities. It seamlessly integrates with the tools you rely on most, providing accountancy practice software designed to enhance the efficiency and profitability of your operations by streamlining client work. With an emphasis on simplicity and affordability, our solution enables businesses to manage tax and accounts production effortlessly. The user-friendly interface allows both accountancy and legal firms to serve their clients with greater efficiency and profitability, delivering exceptional value for investment. Additionally, accounting and finance professionals in various industries utilize our software to ensure smooth tax compliance and accounts management. Our comprehensive suite includes Practice Management, Accounts Production, Self-Assessment, and Corporation Tax modules, specifically tailored for accounting experts in both practice and corporate environments. Thanks to powerful integrations, our customers experience enhanced convenience, while features such as automatic iXBRL tagging and direct submission to HMRC simplify the entire process. Ultimately, our software not only streamlines workflows but also empowers professionals to focus on what truly matters—their clients.
Description
Gen XBRL Software for Validation and Preparation Sheets offers a powerful, easy-to-use solution for Company Secretaries, Chartered Accountants, and finance professionals tasked with preparing and filing financial statements in the latest XBRL format. The software supports the preparation of XML data aligned with Indian accounting standards (IND AS) and other accounting frameworks, covering both standalone and consolidated financial statements. With features for importing and exporting XML data for current and previous years, it streamlines the management of financial information and reduces manual effort. Regular updates keep the software compliant with MCA Business Rules and the latest Taxonomy changes, ensuring accuracy and regulatory adherence.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$425 per year
Free Trial
Free Version
Pricing Details
₹10000
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Bright
Founded
2021
Country
Ireland
Website
www.btcsoftware.co.uk
Vendor Details
Company Name
SAG Infotech
Founded
1999
Country
India
Website
saginfotech.com/GenCompanye-filerXBRL.aspx
Product Features
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Company Secretarial
Annual Filings
Archiving & Retention
Company Formation
Company Register
Dividend Administration
Document Templates
Important Dates Reminders
Multi-Company
Officer Management
Shareholder Management
