Compare SafeSend vs. Truss

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.

Summ (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.

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

pCloud Business is a cloud storage and file synchronization platform designed for teams that need controlled access, cross-platform compatibility, and predictable storage allocation. It provides centralized file management with granular permissions and optional client-side encryption. Founded in 2013 in Switzerland, pCloud operates under EU-aligned privacy standards and offers data residency in Luxembourg (EU) and Dallas, Texas (US). The platform supports over 23 million users globally. Core Functionality : - Per-User Storage Allocation : 1 TB or 2 TB per user, suitable for small to mid-sized teams and distributed environments. - Virtual File System (pCloud Drive) : Mounts as a local drive on Windows, macOS, and Linux. Files are streamed on demand, reducing local disk usage. - File Sync & Sharing : Folder-level sync, link-based sharing, and permission control (view/edit/manage). Supports password-protected and time-limited links. - Admin & Access Control : Centralized user management, role assignment, and storage distribution via admin console. - Versioning & File History : File versioning with up to 180 days retention, enabling rollback and recovery. - Cross-Platform Support : Native clients for Windows, macOS, Linux, iOS, Android, plus web interface. - Client-Side Encryption (Optional) : Zero-knowledge encryption via pCloud Encryption for sensitive data; encryption keys are not stored server-side. Technical Positioning: - Swiss jurisdiction; GDPR-aligned processing - No file size limits - Works without mandatory ecosystem lock-in (no bundled office suite required) - Compatible with heterogeneous environments (Linux included) Trial : 30-day free trial available for up to 10 users.

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.

Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.

QuickFee (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.

GoAnywhere MFT offers secure file transfer for businesses. GoAnywhere MFT software can be deployed on-premise, in cloud or hybrid environments. It allows organizations to securely exchange data between employees, customers, trading partners, and systems. GoAnywhere MFT won the Cybersecurity Excellence Award in Secure File Transfer.

kama.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