Canopy, 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.
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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.
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BizEquity
Introducing the premier and exclusively patented online platform for business valuation. In just a few minutes, uncover the true worth of your enterprise. BizEquity employs a detailed valuation methodology that assesses your business value using 143 distinct data points. You can track your valuation on our intuitive dashboard while gaining insights into the various factors and metrics that may impact your organization. Enhance your business strategy with BizEquity's vast assortment of informative materials and valuable resources. Understanding the accurate valuation of your business is essential for effective planning and realizing your personal ambitions. Our valuation process is designed to address the inquiries that will empower you to make well-informed choices regarding your future. Additionally, BizEquity provides certified business valuation reports that comply with legal standards, ensuring that all financial data is thoroughly verified. Each of our CBV reports is meticulously crafted by an experienced professional. Prepare for your business's future with a robust succession plan, and ensure you are ready for potential taxable events such as gifts or grants. Furthermore, having a clear understanding of your company's value can facilitate strategic investment opportunities and foster growth.
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Derivatas Platform
Derivatas offers a comprehensive valuation solution tailored for financial reporting (ASC 820, ASC 718), tax compliance (IRC 409A), and transaction assessments. Established by seasoned valuation experts, the company merges extensive industry knowledge with cutting-edge cloud technology and data analytics to provide the most sophisticated valuation platform available. Since its founding in 2011, Derivatas has earned a reputation as a reliable valuation service provider for numerous leading venture capital and accounting firms. Whether you require professional valuation services or prefer a self-service valuation platform, Derivatas stands out as the ideal partner. Our expertise is concentrated on valuations for venture capital funds and the businesses they support, which is our sole focus. This specialization allows us to excel in our field, ensuring top-notch service. By alleviating your financial compliance burdens, Derivatas empowers you to concentrate on expanding your business with confidence and ease. With us, you gain a strategic ally committed to your success.
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