Soraban
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
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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AeroCRS
AeroCRS offers comprehensive end-to-end solutions that empower you to effectively manage and operate your routes. Whether you are running a standard point-to-point airline, a low-cost carrier, or any transportation service like bus, train, ferry, or charter operations, AeroCRS equips you with essential tools to oversee your inventory, operations, customer relationships, agencies, frequent travelers, and beyond. With a quick implementation process and minimal training requirements, you can be operational within just one day. The AeroCRS system provides numerous features that enable you to distribute your inventory effectively and boost your sales and revenue. You benefit from direct connections to Global Distribution Systems, seamless integration with Hahn Air Systems, interline capabilities, an agency portal, and an integrated internet booking engine paired with a content management system and API, among other features. Additionally, by utilizing the AeroCRS Network, you can connect with prominent online travel agencies and meta-search engines, facilitating hassle-free distribution managed entirely by AeroCRS. This ensures that you can focus on growing your business while leaving the complexities of distribution to a trusted partner.
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