Average Ratings 0 Ratings
Average Ratings 0 Ratings
Similar Products
-
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.
-
SummSumm (formerly Crypto Tax Calculator) is a crypto & equities tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures, and 20VC, Summ helps investors stay compliant with confidence. With support for thousands of integrations, Summ imports your complete transaction history and automatically generates audit-ready tax reports aligned with the tax requirements of over 180 countries. Users can review trades, uncover tax-saving opportunities, and download accountant-ready tax forms, including Form 8949, Form 1040, capital gains summaries, and more. Summ's portfolio tracker delivers real-time profit and loss insights, estimated tax liabilities, and accurate pricing for more than 300,000 cryptocurrencies and shares. Rated 4.6/5 on Trustpilot and featuring seamless TurboTax integration, Summ makes crypto & equities tax reporting simple for both casual investors and active traders. Built for speed, accuracy, and compliance, Summ gives users complete confidence at tax time.
-
SharesightSharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
-
SovosSovos is a global provider of tax, compliance, and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. More than 100,000 customers in 100+ countries - including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates.
-
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.
-
CTMCTM is a cloud-based conversation analytics and lead management platform designed to connect marketing attribution with customer communications and sales outcomes. Formerly known as CallTrackingMetrics, the software provides call tracking, conversation intelligence, lead routing, and contact center functionality. Its call tracking technology uses dynamic number insertion to attribute incoming calls to specific advertising campaigns, keywords, websites, and marketing channels. The platform also tracks SMS conversations, website form submissions, and online chats to provide a consolidated view of customer engagement. AI-powered analytics automatically transcribe, summarize, score, and analyze conversations to identify customer sentiment, purchasing intent, and potential sales opportunities. CTM includes AI voice agents that can answer inbound calls, qualify prospects, schedule appointments, and route inquiries to appropriate team members. Workflow automation tools support lead distribution, customer follow-ups, notifications, and CRM updates based on configurable business rules. Its reporting capabilities include real-time dashboards, advertising ROI analysis, agent performance monitoring, and campaign attribution reports. CTM integrates with marketing, analytics, and CRM platforms through native integrations, APIs, webhooks, and customizable automation tools.
-
AcadiaAcadia meets your team at the frontline, providing on-the-job guidance where and when it’s needed. Acadia is the Connected Worker Platform designed for Employee Productivity. Our web-based platform makes it easy for you to standardize policies and procedures and put them in the hands of your frontline employees, no matter where they work. Incorporate videos, images, and other job aids to support precision execution. Ensure your team can execute critical tasks accurately, every time. Quantify individual and team performance with dynamic reporting. Acadia makes it easy to track compliance and see where you have gaps on the team. You can ditch the spreadsheet and see your entire team’s capabilities in an instant with our skills tracking matrix. Empower employees with all the tools they need to do their work – whether they’re on the factory floor, in the back office, or out in the field. Acadia clients use our digital work instructions to improve employee productivity, hit work efficiency goals, and create consistency in the workplace. See returns across a spectrum of operational outcomes when you build your employees’ capabilities.
-
GoAnywhere MFTGoAnywhere 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.
-
DropTrackDropTrack is a music promotion and release management platform for independent artists, labels, managers, DJs, playlist curators, bloggers, radio contacts, and industry influencers. The platform helps users prepare tracks for promotion, pitch the right contacts, and measure how people respond to each release. DropTrack’s Music Analyzer gives artists a readiness score, mood, genre, similar artist references, and practical next steps before they spend money on promotion. Users can also generate release assets such as album art, press releases, artist bios, track versions, and professional campaign materials. The platform supports targeted submissions to labels, DJs, playlist curators, blogs, radio stations, and other contacts that fit a song’s genre and audience. Email campaign tools let users send music to their own lists or use DropTrack’s genre-based contact lists, then track opens, plays, downloads, comments, and follow-up signals. Spotify playlist placement options help artists pursue real playlist exposure while avoiding fake or bot-driven lists. DropTrack also connects with AI assistants such as Claude, ChatGPT, Cursor, and Copilot so users can create weekly label briefs, campaign drafts, contact ideas, and release checklists from account data. By combining track analysis, release preparation, contact lists, submissions, playlist placement, email campaigns, and analytics, DropTrack helps music teams promote smarter and build stronger fan and industry relationships.
-
CompUpCompUp is an all-in-one compensation management platform designed to help rewards teams benchmark, plan, and communicate compensation to support fair pay. By bringing all compensation data and benchmarks together, it provides valuable insights for running appraisal simulations and managing executive appraisals with ease. Core Product Modules: Survey Management: Centralizes the handling of all compensation surveys. Bands: Build and securely share pay bands across functions, job families, and levels. Simulation: Conduct budget simulations to recommend employee-specific increments. Appraisal Cycles: Streamlined multi-level budget approvals for business units. People Analytics: Customizable dashboards offer deep insights for data-driven decisions. Total Rewards Portal: Show employees the total value of their compensation. Pay Equity Management: Identify and correct pay disparities to ensure compliance.
Description
Sprintax is a comprehensive tax software solution designed specifically for nonresidents in the United States, providing an array of services that include tax determination, withholding, filing, and reclaiming dividend withholding tax. The platform's Sprintax Returns feature is instrumental for individuals, assisting them in completing nonresident tax returns such as Forms 1040-NR, 1040X, and 8843, in addition to helping them reclaim FICA tax refunds. It also supports the preparation of essential pre-employment tax forms, including W-4, 8233, W-8BEN, W-7, W-9, and SS-5, ensuring users are well-prepared for their tax obligations. Moreover, Sprintax Dividends allows users to recover excess DWT paid on foreign investments, maximizing their financial returns. For businesses, Sprintax Calculus provides a reliable tax compliance and withholding solution tailored for payroll departments that manage international staff, ensuring accurate tax calculations and adherence to regulations. Additionally, Sprintax Returns Partners assists U.S. organizations in the preparation of nonresident tax returns, while Dividends Partners focuses on reclaiming cross-border DWT for both employees and investors, thus streamlining tax processes for all parties involved. This comprehensive approach makes Sprintax an invaluable resource for nonresidents navigating the complexities of U.S. tax regulations.
Description
Taxcalibur serves as a desktop application on Windows designed specifically for small tax practices, facilitating both tax preparation and practice management. It efficiently organizes a variety of client-related data, including records, returns, documents, checklists, reminders, contact notes, invoices, and receipts, ensuring that client information is securely encrypted and stored directly on the user's device. In the preparation of tax returns, the app prioritizes privacy by removing personal information prior to utilizing AI for document reading, while also calculating federal Form 1040 and Colorado DR 0104 returns, completing official forms, and providing preparers with detailed calculations for their review. Users have the capability to import documents such as PDFs, Word files, and images from their phones, monitor the progress of returns, recognize any missing documentation, send follow-up emails, and produce both forms and client summaries for their records. Once the preparation is finalized, the completed packages are transferred to Drake Tax for submission, as Taxcalibur itself does not handle the filing of returns. The application utilizes the preparer’s own Claude account or a connected assistant for AI reading, keeping its AI functionality distinct from that of Drake Tax. Additionally, Taxcalibur accommodates users by supporting 14 different interface languages, although all official IRS forms are provided exclusively in English, ensuring both accessibility and compliance. This blend of features makes Taxcalibur a comprehensive tool for tax professionals looking to streamline their processes.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Drake Tax
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99.99 one-time
Taxcalibur is a $99.99 one-time purchase; a free trial is available. AI-provider account or usage costs and Drake Tax are separate.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Sprintax
Country
United States
Website
www.sprintax.com
Vendor Details
Company Name
ASL LLC
Founded
2017
Country
United States
Website
autosecurelogin.com/products/taxcalibur.html
