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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Signority
Signority streamlines the electronic signature procedure and lowers document management expenses, allowing you to concentrate more effectively on your core business activities. With just a few clicks, you can upload and securely dispatch documents for eSignature. The user-friendly interface ensures that sending documents requires minimal effort. Recipients can easily receive, review, and sign documents electronically. Access your documents from any location, whether on mobile or desktop devices. Track the status of your documents, set up automated reminders, monitor audit trails, and securely store everything within Signority's comprehensive document management system. Make the signing process for your contracts and documents much simpler. Create intricate eSignature workflows effortlessly. Utilize Signority’s LinkSign to rapidly gather information through forms, and manage a high volume of submissions with straightforward, easy-to-understand reports. Collect acknowledgment forms from a large workforce, ranging from hundreds to thousands of employees, with just a few simple clicks, enhancing your operational efficiency. This level of automation not only saves time but also significantly reduces the risk of errors in document handling.
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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.
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