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Description
Palm offers a data wallet specifically designed for small businesses, allowing them to securely store, manage, and update essential identity information and documents. Additionally, Palm's AI agent streamlines the process of filing important government documents automatically and sends reminders to business owners when submissions are approaching their deadlines.
**Key Features**
- Automated government filing for small businesses.
- Monitoring of identity profiles with timely alerts.
- Centralized data wallet for small business information.
**Benefits**
- Ensures that small business data remains accurate and current wherever needed.
- Provides ongoing monitoring and protection of small business identities.
- Sends alerts for upcoming filings and handles them automatically.
**Use Cases**
- Assists small business owners in managing their digital identities effectively.
- Supports timely completion of crucial filings for small business owners.
- Aids small business owners in keeping track of their identity data.
- Allows small business owners to conveniently store and oversee their identity-related information and documents in one accessible location. Furthermore, this solution empowers small businesses to maintain compliance while minimizing administrative burdens.
Description
Terrapin serves as an innovative platform for tracking receipts and managing expenses by seamlessly gathering information from various sources such as Email, SMS, Gallery, and Camera, aligning it with bank transactions, and generating reports ready for filing.
Designed specifically for small business owners, freelancers, and trade professionals, Terrapin offers numerous features, including:
>> The ability to capture receipts in any format from multiple channels
>> Linking receipts directly to bank transactions
>> Archiving older receipts stored in your phone gallery (up to two years)
>> Connecting effortlessly to any bank feed in the US, Canada, and the UK through Pleid
>> Distinguishing between business and personal expenditures
>> Providing the option to export expense data in a file-ready format
>> Managing and tracking expenses conveniently through both Mobile and Web platforms
With a strong emphasis on privacy and security, Terrapin is committed to safeguarding user data, backed by SOC II Type II certification, ensuring that clients can trust the safety of their financial information.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$49/year for full edition
Free Trial
Free Version
Pricing Details
$9.75
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
Palm
Founded
2024
Country
United States
Website
www.getpalm.com
Vendor Details
Company Name
Terrapin
Founded
2025
Country
United States
Website
tryterrapin.com
Product Features
Business Filing
Annual Reports
Business Licenses
Copyright
Corporate Dissolution
Corporation (C Corp)
Doing Business As (DBA)
Limited liability company (LLC)
Nonprofit
Operating Agreements
Patents
Registered Agent Services
S Corp
Sole Proprietorship
Trademark Registration