
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, 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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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.
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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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