Compare Unison vs. goHappy

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.

Haystack connects every employee of your organization with the people, resources, and information they need to thrive and succeed. Haystack provides employees with a fun, intuitive and informative way to start the day. Custom branding with no-code and a modular layout make it easy to highlight key resources, organizational culture, and knowledge. Haystack's automated multi-channel delivery, combined with actionable analytics, makes it easy for you to reach your employees at the right time and place. Spend less time looking for information and more on achieving your goals. Haystack’s knowledge-sharing features make it easy for employees to get the materials they need, no matter where in the world they are. It can be difficult to stay connected with everyone as teams grow and change. Haystack’s rich employee profiles and company directory make colleagues around the world feel as if they are right across the room.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Rippling streamlines HR, payroll, IT, and spend management for global businesses. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration to performance. Automate HR tasks, simplify approvals, and ensure compliance. Manage devices, software access, and compliance monitoring all from one dashboard. Enjoy timely payroll, expense management, and dynamic financial policies, empowering you to save time, reduce costs, and enhance efficiency in your business. Experience the power of unified management with Rippling today.

Dialpad Connect is a comprehensive AI-driven communication platform that unites voice, video, and messaging channels to improve both internal teamwork and customer engagement. The platform provides smart features such as live call transcription, voicemail transcription, AI-powered call recaps, and recommended next steps, allowing users to be fully present in conversations without missing key details. It offers deep integration with leading business applications including Salesforce, Microsoft Teams, Zendesk, and Google Workspace, creating a seamless experience across tools. Built on a resilient dual-cloud architecture, Dialpad ensures enterprise-level performance with 24/7 support, disaster recovery, and a 100% uptime service level agreement. Privacy and security are foundational, with certifications like GDPR, HIPAA, ISO, and SOC 2 safeguarding user data. Dialpad Connect supports a broad range of business sizes, from small teams to large enterprises, enabling better communication and faster decision-making. Its AI capabilities also include live coaching for agents during calls and detailed analytics to improve customer satisfaction. This platform empowers businesses to transform every conversation into a valuable opportunity.

Hundreds of companies and millions of employees use Axero’s intranet software to communicate, collaborate, manage tasks and events, organize content, and develop their company culture.

Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock. Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth. Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.

TextUs is the best text messaging service provider for businesses looking to have real-time conversations, with candidates, leads, employees, and customers. Text messaging is one the most engaging and engaging ways to communicate directly with customers, candidates for jobs, employees, and leads. Two-way, 1:1 messaging encourages engagement and response. Teams get 10x more responses to text messages than email and phone. Business text messaging is now a viable medium of communication that is more effective than traditional media. TextUs is designed to look like the familiar SMS Inbox. It allows users to manage contacts, conversations, campaigns, and other information. You can use the TextUs web application from your desktop or the Chrome extension to your CRM or ATS. Use the mobile app to send and respond on-the-go.

Fax.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.

Save hours per day in double data entry and thousands per month on fuel costs because of our automations and routing optimization tools powered by Google Easily keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. Sign up new customers, see your schedule, complete appointments, track chemical usage, and much more from the convenience of your phone or tablet. Automate pre-service notifications, follow-up messages, collection notices, review requests, and other daily tasks. Post payments, resend emails, upload and send attachments, text, and much more from an easy-to-use customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.