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Average Ratings 0 Ratings
Description
SurveyMate serves as a comprehensive platform tailored for damp and mould surveyors, agencies, teams, and social housing providers across the UK. It consolidates various tools such as CRMs, on-site capture applications, report generation software, calculators, payment processing systems, and compliance tracking into one seamless solution.
Surveyors have the capability to document their observations, record voice notes, take readings, and capture annotated images on their mobile devices—even without internet access—before creating polished, professional PDF reports with the help of unlimited AI support. The platform also features essential building science tools that address dew point calculations, condensation risk assessments, U-values, ventilation strategies, and Glaser analysis.
Additionally, SurveyMate incorporates a CRM, quoting capabilities, Stripe payment integration, client portals, collaborative team features, capacity planning, performance analytics, and customizable white-label reports. Each subscription plan offers tracking for Awaab’s Law deadlines, hazard identification, and timestamped audit trails, ensuring compliance and transparency. Moreover, firms can enhance their business opportunities through the SurveyMate Verified Firm directory, which showcases verified reviews and facilitates direct inquiries through the CRM. This holistic approach not only streamlines operations but also fosters growth for surveyors in the industry.
Description
TaxOrch is an innovative tax platform powered by AI that aims to enhance transparency and accountability in tax compliance and client management, offering a White-label licensing option for accounting firms, banks, and fintech companies. Distinct from conventional generative AI applications, TaxOrch does not attempt to estimate or fabricate financial figures. Instead, it integrates synthetic and generative AI with a stringent, rules-based tax calculator, ensuring that every number is substantiated by official tax regulations, complete with references to its source and applicable tax year. In instances where a rule lacks verification, TaxOrch proactively notifies the user, avoiding the provision of unreliable estimations.
The platform streamlines intelligent document workflows by efficiently processing W-2s, 1099s, K-1s, P60s, T4s, receipts, and invoices, while also identifying missing documents and minimizing the need for manual document retrieval. Each engagement is meticulously managed through a comprehensive 14-step workflow that includes a maker-checker review process, sign-off from reviewers, and an audit trail designed to be tamper-evident.
With an emphasis on enterprise-level data security, TaxOrch incorporates isolated workspaces, single sign-on (SSO), SCIM, and ensures compliance with data residency requirements. Furthermore, White-label partners have the flexibility to integrate their own certified tax rule sets under their branding, enhancing customization and brand identity for end-users. Through these features, TaxOrch not only boosts efficiency but also reinforces trust in the tax compliance process.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
£79
Free Trial
Yes
Free Version
No
Pricing Details
$20/month
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
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
SurveyMate
Founded
2026
Country
United Kingdom
Website
www.survey-mate.co.uk
Vendor Details
Company Name
TaxOrch
Founded
2026
Country
Bangladesh
Website
taxorch.com
Product Features
Inspection
Appointment Management
No
Customer Database
No
Dispatch Management
No
Equipment Tracking
No
Photos In Reports
No
Print on Site
No
Report Templates
No
Speech Recognition
No
Subcontractor Management
No
Product Features
Alternatives
Alternatives
No Alternatives