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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Since 1995, SurePayroll has been a leader in online payroll services for small businesses across the country. SurePayroll was the first SaaS payroll provider. It has since grown to be a household name in simple payroll, workers' compensation, and 401(k), as well as health insurance services. The company is backed by an award-winning U.S.-based customer service team. SurePayroll recently added HR services to its solution portfolio. SurePayroll is a trusted partner for a wide range of businesses, trusted advisors, and financial institutions, and offers co-branded and private-label solutions.
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CompareCoOps
CompareCoOps allows public agencies to find suppliers, get competitive quotes and report on contract usage.
It is transparent, simple, and completely free for agencies.
Source cooperatives to source suppliers of products or services in a wide range popular categories. Cooperative purchasing allows you to save money and lower your risk, while still enjoying the benefits.
You can create a secure request using simple tools. Compare responses from all invited suppliers. Select the winning quote, and let suppliers know automatically.
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Continia Expense Management
Continia Expense Management is an integrated solution within Microsoft Business Central that streamlines the entire expense reporting process for employees by eliminating the need for manual data entry, spreadsheets, and physical receipts. Utilizing AI-driven receipt scanning and autofill features, employees can quickly capture and submit expenses, per diem claims, and mileage in less than 30 seconds via either a mobile application or a web-based expense portal. Managers and controllers benefit from a specialized web approval portal that allows them to review and approve reports from any location. Additionally, corporate credit card transactions are automatically imported and matched to corresponding receipts, ensuring that any missing documents are flagged and reminders issued. The system also offers secure digital archiving, preserving original documents in an audit-compliant repository. With Google Maps integration, mileage calculations can be made easier with customizable “via” points and predefined route templates. Furthermore, the system automatically applies per diem rates for both accommodations and meals, while approval workflows guide reports through established chains, enhancing the speed of reimbursements and ensuring a smoother overall process. This comprehensive solution is designed to improve efficiency and accuracy in managing employee expenses.
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