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.
Learn more
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.
Learn more
LOT-ART
Discover exceptional offers, analyze pricing and volume trends, assess market value, evaluate liquidity, and explore various indicators related to fine art and watches. You can access historical auction prices for fine art, watches, wines, spirits, design pieces, and luxury collectibles. Quickly execute your saved searches and receive email notifications about newly listed items that match your criteria. Easily keep track of your preferred lots and get reminders to bid a day before the auction day. LOT–ART stands out as the premier search engine, marketplace, and advisory service for fine art and collectibles, offering an extensive snapshot of the global auction landscape. Unearth the best bargains on your preferred artists and brands from a vast selection of over 3,500 auction houses. Analyze previous sale data and insights to refine your bidding strategy effectively. Furthermore, LOT-ART is continuously broadening its network of partners within the art and auction sectors, striving to elevate fine art investment as a viable option for diversifying portfolios amidst fluctuating financial markets. This commitment not only benefits collectors but also strengthens the overall art investment ecosystem.
Learn more
Yieldstreet
Gain unique access to private markets with Yieldstreet, which provides a carefully selected range of alternative investment options that were once exclusively available to institutions and affluent individuals. In light of bond yields hovering at historic lows and equity valuations reaching unprecedented heights, AQR estimates that the forward-looking return for the traditional 60/40 portfolio stands at a mere 1.4%. It's time to rethink your investment strategy and diversify beyond the conventional 60/40 model by incorporating private market investments designed to enhance your portfolio's future performance. Yieldstreet caters to various investment goals, whether you're aiming to generate steady income, increase your overall portfolio value, or a blend of both. The platform features an extensive selection of alternative investments, all of which have undergone thorough review and analysis by a team of over 20 investment experts. Additionally, Yieldstreet collaborates with top industry professionals to evaluate and conduct due diligence on every investment opportunity presented, ensuring transparency and reliability. With the potential for high monthly or quarterly income, Yieldstreet positions itself as a compelling option for those looking to innovate their investment approach.
Learn more
