
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
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
Rally
Rally is an innovative legal solution designed for businesses and their legal representatives, bringing joy to the legal process. It allows you to automate tasks, collaborate effortlessly, sign documents, and stay organized, all while leveraging advanced document automation and CRM integrations to generate sales agreements and other legal paperwork with remarkable ease. You can effortlessly send documents for eSignatures, ensuring a seamless workflow. The platform features an automatically updated data room that helps maintain organization and eliminates the chaos that often accompanies due diligence processes with potential investors or buyers. With its powerful global search functionality, you can locate any document or information in just a matter of keystrokes, significantly reducing the time spent on emails and improving document version tracking. This secure, shared source of truth enables effective information sharing among team members. Additionally, our dedicated Customer Success team, extensive network of law firms, and active Slack community provide the support you need, making your experience even better. The user-friendly interface and convenient shortcuts transform legal work into a more enjoyable endeavor. Overall, Rally redefines the way businesses approach legal tasks, making them more efficient and less stressful.
Learn more
Company Secretary
Relate Company Secretary stands out as the leading software solution for efficiently handling company returns and managing corporate registers. It adheres completely to the New Companies Act 2014, ensuring compliance. The integrated diary and alert manager guarantees that users will not miss any deadlines for submissions. It maintains a comprehensive record of all activities related to companies, officers, and shareholders. By enabling electronic filing of returns and accounts, it significantly reduces the reliance on physical paperwork. The software is fully updated in accordance with the Companies Act 2014 and allows users to preview upcoming annual returns, offering daily, weekly, or monthly views for better planning. With a complete company database, it provides instant access to the annual return deadlines for each entity. There is no longer a need for cumbersome paper copies or handwritten records, as users can auto-fill necessary documents using their database and file all forms electronically. This streamlines the process, making it not only more cost-effective and efficient but also more convenient for users. Additionally, it allows for quick and straightforward storage of all company information, from inception to the present day, enhancing overall management efficiency.
Learn more