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Average Ratings 6 Ratings

Description

ServiceBuilder is an innovative tool designed to streamline the management of volunteers, organize church services, and facilitate future planning, among other capabilities. You can easily schedule individuals for various services and send out both automated and personalized reminders. The platform allows for automated notifications via SMS text messages, direct Twitter messages, and emails, all of which allow recipients to confirm their participation effortlessly. Administrators can quickly view who has received reminders, track responses, and identify those from whom they are still awaiting feedback. The system accommodates an unlimited number of users across various teams, granting admin access to as many individuals as needed to make essential changes. Additionally, team members can access a list of upcoming songs, listen to associated mp3s or YouTube videos, and download charts and lyrics, which are automatically sourced and displayed on each song's dedicated page. Furthermore, the platform is compatible with numerous computer-based calendars on mobile devices, ensuring that everyone stays informed and organized. Overall, ServiceBuilder simplifies the planning process, making it more efficient for church communities.

Description

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier

Integrations

Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier

Pricing Details

$79 one-time payment
Free Trial
Free Version

Pricing Details

No price information available.
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

CrookedBush.com

Founded

1995

Country

Canada

Website

www.servicebuilder.net

Vendor Details

Company Name

Soraban

Founded

2021

Country

United States

Website

www.soraban.com

Product Features

Church Management

Accounting Integration
Attendance Tracking
Child Check-In
Email / SMS
Event Management
Member Directory
Member Portal
Multi-Site Management
Online Giving
Pledge Management
Small Group Management
Volunteer Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

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

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