Compare CollectCue vs. Portal 360

Canopy, 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.

Soraban 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.

Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Filejet will submit all required documents and fees for you to create new formations in each of the 50 states. You can add existing entities that you manage to the Filejet platform either individually or in bulk. We will notify you about upcoming due dates and allow you to pay fees to other states from the Filejet platform. Filejet allows you to manage compliance across multiple jurisdictions. You can submit documents and pay fees for each state directly from Filejet. Filejet can send reminders about key due dates and complete compliance tasks. You can add collaborators to any entity you manage, share or send important information. Automate your workflow by combining all your business entities and clients into one platform. Our automated reminders will remind you not to miss a deadline for filing or paying fees in any state.

Save 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.

TurboTenant is an all-in-one property management platform built to help landlords manage rentals more efficiently and effectively. It combines marketing, tenant screening, lease creation, and rent collection into a single, easy-to-use system. Landlords can quickly create listings and syndicate them across multiple rental websites to attract potential tenants. The platform provides detailed screening reports, including financial, criminal, and eviction history, to help landlords make informed decisions. TurboTenant also simplifies lease management with customizable, state-specific agreements and built-in e-signature capabilities. Rent collection is streamlined through automated payments, reminders, and tracking features that improve accountability. The platform includes integrated accounting tools for tracking expenses and generating financial reports. For those who prefer a hands-off approach, TurboTenant offers a full-service management option that handles tenant placement and day-to-day tasks. Communication tools allow landlords to manage conversations with tenants in one centralized place. Overall, TurboTenant helps landlords reduce workload, stay organized, and maximize rental income.

8am 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.

Save hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet. Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks. Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.

Turn the world into your office. 800.com allows you to manage your business from your cell phone. No contract, advanced calling features, forwarding for cell phones, and advanced calling features Increase conversions, brand recall, higher call response, and SMS messaging. Manage extensions, send professional greetings and manage your account online. 800.com offers standard forwarding as well as simultaneous and sequential ringing. Toll free numbers are the best standard for telephone numbers and will be taken seriously by US customers. Local numbers signal that your company isn't focused on doing business in the entire country. Every 800.com member has access to every phone system tool, regardless of the plan they choose. You will not only help your customers avoid long distance fees but also your company.