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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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 

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