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 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.
-
CanopyCanopy, 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.
-
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.
-
TelemetryTVTelemetryTV is a powerful platform for digital signage that allows organizations to connect with audiences, generate awareness and give voice to their communities and teams. TelemetryTV lets you broadcast dynamic content by streaming video, images and social feeds to all your displays, wherever they may be. TelemetryTV powers internal communications and marketing at Starbucks, Amazon and Stanford University. Our success is based on being flexible, open to communication, collaborative, and open to collaboration. We believe in continuous learning, challenging the status-quo, and listening to customers. We are moving towards a world in which our walls will eventually talk. This begs the question: What do you want them saying?
-
MobiPDF (formerly PDF Extra)MobiPDF (formerly PDF Extra) is an intuitive reader and editor that allows you to read, edit, create, OCR, organize, annotate, fill and sign, convert, and share any PDF. This makes MobiPDF an excellent choice for users seeking a budget-friendly alternative to Adobe Acrobat Pro. HERE’S WHAT YOU GET WITH MOBIPDF: Multiple Page View Modes: Enjoy a distraction-free "Read Mode". Advanced Editing Tools: Experience a Word-like PDF editing environment. Two-Way Conversions: Convert PDFs to and from Word, Excel, PowerPoint, or image formats. OCR Support: Make scanned documents searchable. Markup Tools: Highlight, comment, strikethrough, stamp, and more to enhance your documents. Effortless PDF Organizer: Reorder, compress, split, and combine PDFs with ease. Sign & Secure: Add signatures, create and fill forms, and protect your PDFs with passwords, encryption, and digital certificates. Offline Mode: Work freely on your projects, even offline. Seamless translation: One-click translate any PDF into 50+ languages.
-
Fax.CloudFax.Cloud is a secure cloud fax solution built for organizations that must meet strict compliance standards. It offers encrypted, point-to-point online faxing with confirmed delivery and detailed audit trails for just 2¢ CAD per page. Fax.Cloud supports PIPEDA, HIPAA, and SOC2 requirements while avoiding common email risks like spam filtering, wrong recipients, and lost messages. Users can send and receive faxes from a web portal, email, desktop, or mobile device with no phone lines or hardware required. Teams can be set up in minutes with user permissions, notifications, and centralized document management. Local and toll-free numbers make it easy to scale as your business grows. Upgrade to secure cloud faxing today.
-
Proton DriveProton Drive is the secure workspace for storing sensitive data and collaborating with confidence across teams, clients, and external partners. With full end-to-end encryption, you can share files, contracts, and business documents securely — and stay in control at all times. Set passwords, expiration dates, or revoke access instantly. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t see your data. Each user gets 1 TB of storage, and you can scale as your organization grows. Proton Drive is developed in Switzerland by the makers of Proton Mail. We’re independent, built on privacy-first principles, and free from Big Tech surveillance, lock-in, or monetization of user data. We offer more than secure storage: - Real-time collaboration with Proton Docs - Granular sharing controls for external and internal access - File recovery for peace of mind - Cross-device access, including Windows, macOS, iOS, and Android We also help you meet compliance requirements out of the box. Proton Drive supports: - GDPR, HIPAA, DORA, NIS2, and ISO 27001 - Independently audited SOC 2 Type II compliance - No complex setup or third-party integrations required. By choosing Proton Drive, you show your clients, partners, and regulators that privacy and security are built into your workflows — not an afterthought.
-
Proton MailSecure your company’s communications with Proton Mail — the business email solution trusted by over 50,000 organizations. With end-to-end encryption built in, your internal and external communications stay confidential by default. Proton Mail helps your business meet GDPR, HIPAA, and other compliance standards, while giving you full control over your data under strong Swiss privacy laws. Empower your team with encrypted email and calendar, support for your custom email domains, professional branding, and simple migration from providers like Google Workspace or Microsoft 365 — no IT team required.
-
Hotspot ShieldSafeguard your personal information with top-tier encryption designed for military use, while enjoying unrestricted access to global websites and streaming services. Hotspot Shield ensures your connection is encrypted and maintains a strict no-logs policy, effectively protecting your identity and sensitive data from potential hackers and cyber threats. Boasting servers in over 80 countries and more than 35 cities, our unique Hydra protocol enhances your VPN experience, delivering swift and secure connections ideal for gaming, streaming, downloading, P2P sharing, and beyond. Experience the peace of mind that comes with knowing your online activities are safe and private. Take control of your digital presence today!
Description
StanfordTax leverages artificial intelligence to enhance and simplify the collection and organization of tax information for accounting firms. It seamlessly integrates with leading tax software solutions, such as CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect, allowing for the rapid importation of prior-year data for thousands of clients. The platform then crafts tailored questionnaires for each client, incorporating prior year figures, document checklists, and only posing pertinent questions while bypassing those that are not relevant. After clients provide their information and necessary documents, StanfordTax generates a comprehensive PDF workpaper, where documents are systematically categorized, bookmarked, and ordered, while client responses are meticulously structured. It accommodates over 30 different document types, including W-2 forms, various 1099s, and 1098s, ensuring a wide range of tax documentation is supported. Furthermore, to ensure data security, we implement the Advanced Encryption Standard (AES 256) for encrypting data at rest, alongside 256-bit SSL encryption for the protection of data during transmission, thereby maintaining the integrity and confidentiality of client information. With these advanced features, StanfordTax not only optimizes the workflow for accounting professionals but also enhances the overall client experience.
Description
Managing fiscal documentation has become significantly simpler. Concentrate on the key features of your software while leaving the fiscal module to TecnoSpeed. Software initiatives in the industrial sector can be quite intricate, and the same goes for electronic tax documents. As the ECF system comes to a close, numerous projects are vying to replace the conventional fiscal coupon. We provide comprehensive solutions for all these needs: Electronic Tax Documents tailored for your service software. It’s worth noting that there is no unified national standard; however, we have established our own. We also offer Electronic Tax Documents specifically designed for your transport software, as transport carriers understand the repercussions of tax documentation issues all too well. Prevent interruptions in operations, such as a "truck stopped," by utilizing our electronic tax documents for your Tax Bookkeeping Software, ensuring smooth and compliant financial processes. By partnering with us, you can enhance your operational efficiency while meeting all regulatory requirements seamlessly.
API Access
Has API
API Access
Has API
Integrations
CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
Pluggar ERP
ProConnect Tax
UltraTax CS
Integrations
CCH Axcess Tax
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
Pluggar ERP
ProConnect Tax
UltraTax CS
Pricing Details
$18 per month
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
StanfordTax
Founded
2021
Country
United States
Website
stanfordtax.com
Vendor Details
Company Name
TecnoSpeed
Founded
2006
Country
Brazil
Website
tecnospeed.com.br/
Product Features
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
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
