CereTax Integrations

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

AWS is the leading provider of cloud computing, delivering over 200 fully featured services to organizations worldwide. Its offerings cover everything from infrastructure—such as compute, storage, and networking—to advanced technologies like artificial intelligence, machine learning, and agentic AI. Businesses use AWS to modernize legacy systems, run high-performance workloads, and build scalable, secure applications. Core services like Amazon EC2, Amazon S3, and Amazon DynamoDB provide foundational capabilities, while advanced solutions like SageMaker and AWS Transform enable AI-driven transformation. The platform is supported by a global infrastructure that includes 38 regions, 120 availability zones, and 400+ edge locations, ensuring low latency and high reliability. AWS integrates with leading enterprise tools, developer SDKs, and partner ecosystems, giving teams the flexibility to adopt cloud at their own pace. Its training and certification programs help individuals and companies grow cloud expertise with industry-recognized credentials. With its unmatched breadth, depth, and proven track record, AWS empowers organizations to innovate and compete in the digital-first economy.

Are you fed up with not having enough time, money and resources to grow your business. Rev.io PSA (formerly Tigerpaw One) is a great way to take your technology services company to the next level without having to hire staff. Are you fed up with multiple systems that don’t communicate with each other? You no longer need multiple resources to accomplish your goals. Rev.io PSA can help you automate your business and streamline your operations. Are you fed up with losing money due to poor asset tracking? You don't know what's on your shelves, trucks, warehouses, at your customers' offices, or on your trucks. Are you fed up with not being able to collect on all your billable hours? Your profitability is dependent on how well your techs do their jobs. Labor is one of the biggest expenses. You can instantly view their work log, efficiency rates and even a snapshot about their billable hours with a tap of the finger.

Create a business that is equipped to handle any challenge. Discover the adaptable, open SaaS platform that is pioneering a fresh chapter in ecommerce. Unlock endless opportunities to Build, Innovate, and Expand. Begin with a sturdy foundation provided by a robust ecommerce platform. Ignite your imagination and design stunning store experiences using limitless design tools. Simplify operational challenges with a user-friendly, secure platform that remains reliable when you need it the most. Provide rapid commerce solutions that ensure your customers return time and again. Transform seemingly impossible commerce scenarios into reality with the versatility of open SaaS. Capture market opportunities and introduce new experiences at the pace that suits your business. Create rich content experiences wherever your audience may be found. Effortlessly unify your backend systems or enhance functionality with third-party applications. Progress and scale intelligently without being hindered by complexity, allowing your business to thrive in a dynamic environment. By embracing this innovative approach, you can truly redefine the possibilities of ecommerce.

BluLogix is a leading SaaS-based recurring revenue monetization platform, offering B2B enterprises a powerful platform to catalyze growth through streamlined subscription and usage billing. Designed for companies with complex billing challenges, the BluIQ platform offers flexible, scalable solutions to streamline operations and boost innovation. BluLogix provides end-to-end automation and seamless integration across the revenue process, tailored for businesses with complex billing needs. It is built to adapt rapidly to evolving business requirements, ensuring customers can capitalize on the subscription economy with efficiency, accuracy, and speed. With BluLogix, businesses can enjoy increased revenue, enhanced profitability, and higher customer satisfaction thanks to comprehensive automation and seamless system integrations. Tailored to adapt to your dynamic needs, our platform ensures you efficiently leverage the subscription economy. As a recognized leader in managing recurring revenue, BluLogix optimizes our customers’ quote-to-cash processes, fostering sustainable growth, and delivering exceptional customer experiences.

OneBill is an integrated subscription management, billing and revenue management platform that powers customer lead-to-revenue generation. OneBill supports all types billing models, including subscription billing, usage-based billing, one-time billing, and subscription billing. Open APIs make OneBill easy to integrate with other enterprise systems, such as payment gateways, carriers & service providers and accounting & admin. The platform covers all aspects a business, including CPQ, automated order activation, billing & Invoicing, billing & invoicing, revenue reporting, customer subscription management and channel partner commission management. OneBill is a revenue management and billing solution that integrates with the most trusted solutions in the world. It has helped SMBs, SMEs and large enterprises reduce billing errors, compliance risks, and drive greater efficiency.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Enhance efficiency in your operations, make informed choices, and boost expansion through Dynamics 365 Business Central (previously known as Microsoft Dynamics NAV)—a holistic business management platform tailored for small to medium enterprises. Speed up your financial closing process, gain insights into financial performance instantly, and enhance the accuracy of your forecasts while ensuring compliance and security measures are in place. Optimize your profitability by obtaining a comprehensive perspective on all aspects of your operations, including purchasing, manufacturing, inventory, and warehouse management. Oversee the entire sales cycle seamlessly within Outlook and provide outstanding service by having a unified view of customer interactions and service activities. Additionally, plan and track your projects using real-time data on resources, profitability, tasks, and overall progress, thereby ensuring that your business stays on course for success. This integrated approach not only streamlines processes but also empowers businesses to adapt quickly to changing market demands.

WooCommerce is a powerful, open-source ecommerce solution that lets merchants build fully customizable online stores on the WordPress platform. Trusted by over four million stores globally, it offers unmatched flexibility to create unique brand experiences without the constraints of cookie-cutter templates. WooCommerce supports a vast library of extensions and themes that enable businesses to add specialized features and tailor their sites. With integrated tools for payments, shipping, marketing, and analytics, WooCommerce simplifies ecommerce management. The platform allows seamless multichannel selling—from websites to social media and marketplaces. Developers benefit from extensive APIs and resources for custom storefronts and apps. WooCommerce’s strong community and support system help merchants scale confidently. It’s ideal for businesses seeking complete control over their ecommerce presence.

NopCommerce is a perfect platform to create an online store of any type and size. NopCommerce provides powerful, out-of-the box features to help you sell B2C and/or B2B effectively. It is completely free and without restrictions. NopCommerce allows you upload unlimited products, manage multiple stores and create multi-vendor marketplaces. You can quickly launch your store with nopCommerce's marketing tools and pre-made integrations with shipping and payment services. Open-source code allows you to customize the platform to meet your business needs and integrate it with your corporate CRM system or ERP system.

TimelyBill is a telecom billing solution that allows service providers to introduce products, create invoices, collect payments and offer bundles. It also allows them to share profit with partners and detect fraud. We know that no two organizations will be the same. TimelyBill OSS / BSS was created to offer maximum flexibility and reliability. TimelyBill gives you control over your billing. You can add or modify fields, labels and validation rules, as well as permissions. You can also store customer data in multiple languages. TimelyBill features full-featured components that target the needs telecom and communications service providers.

Enghouse Workflow BPM stands out as a cutting-edge tool for business process management, enabling organizations to define, oversee, and automate their provisioning and fulfillment processes. With the help of the Workflow design studio, businesses can enhance their fulfillment timelines, streamline service activations, manage porting and database updates, quickly adapt to customer changes, and efficiently handle trouble tickets, all tailored to their specific operational requirements. This innovative solution not only boosts efficiency but also significantly improves customer satisfaction by ensuring timely responses and effective management of service requests.

Effective and secure database access is crucial for the success of enterprise applications, and ASNA DataGate® delivers precisely that. It seamlessly interfaces with both IBM i and MS SQL Server® databases, offering exceptional record-level access to these systems while ensuring high performance and robust security. By decoupling the database access layer from .NET applications, ASNA Visual RPG applications can easily connect to either IBM i DB2 or Microsoft SQL Server without the need for significant alterations to the underlying database access code. This flexibility facilitates a smoother retargeting process, which is particularly advantageous in scenarios involving the migration of RPG applications to the .NET framework. With ASNA DataGate, organizations can confidently adapt their applications to different database environments, significantly enhancing their operational efficiency and adaptability.

Experience a centralized hub for all your educational and informational needs. Sana is an innovative learning platform powered by AI that equips teams with the ability to discover, disseminate, and leverage the knowledge necessary for fulfilling their objectives. Enhance the learning journey for everyone by merging live collaborative interactions with tailored self-paced courses, all available in a single location. Simplify the sharing of knowledge through the capabilities of Sana Assistant, which can create questions, explanations, images, and even entire courses autonomously. Encourage active participation and excitement through a variety of interactive elements such as quizzes, Q&A sessions, polls, sticky notes, reflection cards, recordings, and much more. Seamlessly integrate Sana with your team's favorite applications, ensuring that your organization's collective knowledge remains accessible and searchable in less than 100 milliseconds. From Github to Google Workspace, Notion, Slack, and Salesforce, whatever you need, Sana is ready to provide insights from it. All of this comes together to foster a vibrant learning culture within your organization.

Our cutting-edge solution for customer engagement features robust capabilities in 5G and IoT service design, delivery, and monetization, alongside integrated AI and machine learning applications, all within a cloud-native, microservices framework. If your goal is to enhance your digital commerce strategies, enrich the customer experience at every interaction, or roll out sophisticated 5G services to rapidly capitalize on your network investment, the Amdocs Customer Experience Suite provides the necessary flexibility to tailor your transformation strategy and modernization efforts according to your business objectives. Additionally, our modular and open portfolio, designed to meet industry standards, will facilitate the modernization of your existing systems while expediting your transition to cloud-native applications and networks. This ensures that your organization remains competitive and poised for future advancements in technology.