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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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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Safety Audit Prep
Safetyauditprep.com is a DOT compliance software that uses artificial intelligence and direct integration to make complex tasks simple. Onboard drivers instantly by creating them a free account, ordering the MVR and PSP report to verify the applicant is a safe and qualified driver. Send drivers the electronic driver qualification file at no additional cost, where they can digitally complete and sign the required documents. Upload company and employee specific documents to be stored in their profile. Due dates will automatically be calendared and qualification documents automatically are sent to drivers annually. Enroll in our National Drug and Alcohol Testing Consortium for $5 a month per driver (large fleet prices may vary). Experience simplicity with instant Electronic Federal Chain of Custody Forms (eCCF) for DOT drug and alcohol testing, a USDOT-compliant customized Workplace DOT Drug and Alcohol Testing ePolicy. Our partnership with Quest Diagnostics provides you access to thousands of Quest, in-network and non-preferred testing locations across the United States. You can also manage legal filings such as UCR, BOC-3, Biennial updates and more.
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EasyLodge
Easylodge is excited to unveil the fifth version of our acclaimed and leading credit engine, which builds on the successful V4 model. Credit V5™ now features advanced machine learning capabilities designed to enhance the decision-making process for credit managers, providing them with a distinct competitive edge. As Australia’s most sophisticated platform for finance origination and loan management, EasyLodge® offers the quickest, most economical, ASIC NCCP compliant, and user-friendly approach to credit origination, making it an ideal solution for banks, credit unions, finance firms, and fintech lenders alike. Experience the Easylodge Advantage™; whether you operate as a bank, credit union, finance company, or finance broker/aggregator, you can take advantage of Australia’s unique finance “wrap” to streamline your operations and distinguish yourself in a crowded marketplace. EasyLodge® significantly enhances the efficiency and effectiveness of accessing, documenting, tracking, and funding applications, leading to substantial savings on processing expenses. Embrace the future of finance management with Easylodge and transform the way you operate in the industry.
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