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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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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Karbon
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
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Hisabone Corporate
HisabOne Corporate serves as a comprehensive ERP and business management solution tailored for expanding enterprises and organizations with multiple branches. This platform consolidates key functions such as accounting, finance, human resources and payroll, purchasing, inventory management, sales, and overall operational management into a single, cohesive system.
Among its standout features are general ledger functionalities, management of accounts receivable and payable, detailed financial reporting, cash flow oversight, payroll processing, attendance and leave tracking, procurement handling, vendor oversight, inventory and warehouse management, as well as tools for quotations, invoicing, collections, approval workflows, audit trails, and management dashboards.
Designed for organizations ready to transition from manual spreadsheets and disparate applications, HisabOne Corporate facilitates centralized data management, offers role-specific access, enhances operational insight, and establishes structured workflows, which collectively empower businesses to bolster internal controls, boost efficiency, and effectively scale their operations for future growth. Moreover, this platform is particularly beneficial in streamlining processes and ensuring that all departments are aligned, thereby fostering collaboration and productivity across the organization.
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