Alternatives to Clarity Practice Management

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.

Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.

Senta, a cloud-based, dynamic platform for practice management, was created to make accountant practices more profitable and scalable, as well as to provide great customer service. Senta practice management allows you to power up your accounting or bookkeeping practice with a simple-to-configure CRM and powerful workflows, integrations, and our best client portal. We will help you grow your business and provide outstanding service to your clients every day. Senta can help you automate your work, and provide all the information you need to grow a service-oriented culture.

DT Practice provides a unique, big-picture view that gives you valuable insight into your business. It also guarantees unparalleled client service and ensures your firm's peak productivity. DT Practice is more than an accounting software. Time-saving paperless billing features allow you to bill clients quickly, create customized electronic invoices, statements, publish invoices online, and accept credit card payments. You can quickly and easily record time and expenses, and bill clients using any billing method (fixed-fee or progress), and you can even accept credit card payments. You can also create custom invoices and statements, track and record accounts receivable transactions, and create detailed reports. To improve client service and reduce time, you can now quickly create secure client portals in DT Practice.

CCH iFirm can help you monitor and streamline all aspects of your tax and accounting company. The CCH iFirm Suite solutions will help you improve your office's processes, both internally and with clients. Automate your workflows and increase visibility to help you work more efficiently and offer faster service to clients. A customizable portal allows you to quickly and securely exchange documents between clients and internal staff. All client information can be centralized in one secure location to improve accuracy and make it easier to access. Schedule a demo to see CCH iFirm® Practice Manager or CCH iFirm® Client Portal. A Wolters Kluwer Solutions Consultant is available to answer any questions and help you find the right tools in your office.

A simple-to-use accounting management system that allows you to scale your business, manage your staff and meet your deadlines. You can delegate tasks and see the work of your team from a bird's eye view. Budget hours, run reports and invoice clients. All client information can be stored in one place for your entire team. Automate client data collection and follow-ups. Your passwords can be securely stored in one place for your entire team. Integrate with QuickBooks to sync your data and clients. You can attach and exchange documents with your clients and team. Increase firm profitability by identifying unprofitable customers. To streamline your workflow and maintain high quality work, you can use our best practices workflow templates (or make your own).

SafeSend's mission it to automate the tax and accounting profession using innovative, emerging technologies that allow practitioners to work more efficiently and better serve their clients is its goal. Our unique and robust solutions make it easier for tax professionals and accounting firms to do their jobs more efficiently. SafeSend provides foundational technology solutions to the accounting and tax professions. SafeSend Returns®, our flagship offering, is a multi-year winner in the CPA Practice Advisor Technology Innovation Award. It has revolutionized the way that accounting firms digitally assemble and securely deliver tax returns packages to clients. TicTie Calculate®, an Adobe(r.) Acrobat®, plug-in for accountants, and SafeSend Exchange™, a secure, bidirectional file exchange system, are two additional tools we offer.

Get organized and work together with all the tools that you need to scale your business. Track and organize conversations, emails, notes, interactions, and other communications with clients. All information related to your client is available on one screen. Send winning proposals to clients and prospects. Automate your engagement letters to achieve clarity and efficiency. A well-designed and easily understood workflow will make it easier for your team to work faster. Never allow client work to slip through the cracks. Each team member is updated with their daily work via our new agenda dashboard. Complete tax return delivery solution, not just form 8789. Provide clients with detailed instructions on each client form, including payment vouchers. Collect signatures for 8879 and other custom documents. This works for both US-based and non-US companies. KBA is available, making it an IRS-compliant option. This module allows you upload any document you wish to get signatures.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

Black Ore Tax Autopilot is a platform that uses artificial intelligence to prepare tax returns for CPAs. Automated 1040 preparation allows you to focus your efforts on growing your accounting practice. Automating employee tasks and reducing stress will save employees time and reduce their stress. AI-assisted tax preparation can be faster and more accurate. You can serve more clients while saving time for marketing and advisory. Black Ore Tax Autopilot transforms CPAs' tax compliance into an area of strategic and profitable growth. Data classification, organization and binder creation are automated. AI/ML insights and data processing directly in your tax software. Tax software integrations with enterprise-level security standards. Black Ore Tax Autopilot helps accounting firms of all sizes overcome capacity constraints. Increase profit margins by using a solution that is enterprise-ready. Reduce review time and increase productivity for managers. Use technology that scales to hyper-growth customers.

You can manage CPAs by identifying what is needed for which client and when. Drag and drop to reprioritize and reassign work. Filter your view by due dates, status, assignee and more. This ensures that all tax preparers are always in the know and the work never stops. You can instantly pull all of your email inbox to take immediate action. You can leave a comment for tax preparers on your team, tag staff to take actions, file the correspondence into a digital client folder and add it to you to-do list. Or, simply reply as usual. You can either modify pre-made templates or create your own to make it easy for your team to follow the same workflows. Once a task has been marked as complete, the next one is automatically assigned to the correct tax preparer and appears in their to-do lists. You can keep every client's email, document, task, etc. organized at your fingertips. You can view a complete audit history in one glance. You can even pin important items to the top so you can quickly access them.

All of your clients, contacts and jobs can be tracked in one place. Every member of the team will be able to keep track of all their clients, contacts, jobs, and tasks in one place. You can use the kanban board or the client screen to take notes and track time while you update your tasks. Task management integrates seamlessly with the ability to track billable, non-billable, and admin hours. It is easy to bill hourly by assigning time to each invoice. Clients can email invoices directly from the application. Clients can pay online using our payment portal or our affordable merchant services account. You can view graphs, summary reports and detailed reports to analyze the profitability for each client, job and task. It also gives real-time information about the profitability and productivity of each member of your team.

Streamline your practice to increase productivity. Your staff will save an average of 10 hours per week in non-billable time over the next 30 days. This will allow you to spend your time growing your practice and providing outstanding service to your clients. Your firm will save time and money by replacing 5+ legacy systems with one seamless experience. All in one platform. All you need to do the job! All-in-one platform that allows you to manage your entire business. All the features you need to do your job in one place. Stop jumping between different platforms. Automating tasks can help you save time and money. Automating tasks can increase efficiency and productivity. Firm 360 allows you to work anywhere in the world. Your firm will be available to you 24/7.

One accounting management system that combines document management, workflows, client experiences, and document management. The most interconnected accounting platform for tax, audit advisory, management consulting, compliance, and management. Avii offers a comprehensive suite of applications that will enhance the automation of your firm and make your clients' experience better. No matter your company size, process or goals, you can choose to use the entire suite, or just the solutions that you require today. Secure document exchange within your organization Your clients can benefit from collaboration and document and task management. Allows you to customize the information flow to individuals and teams. Key information is exposed that will help you drive your company's success. Avii Intelligence powers the entire platform, bringing together all your experience. Avii Intelligence can help you improve your use of technology to achieve better results for your clients.

ProfitSolv offers a complete suite of billing, payment, and software solutions for legal and accounting firms, as well as consulting, architecture, engineering, and other professional service firms. ProfitSolv is customer-centric and product-centric. It helps clients provide better service and increase their productivity, efficiency, and revenue. ProfitSolv's powerful and easy-to-use tools allow firms to increase their billable hours, get paid faster and automate invoicing and payment, integrate systems and many other benefits.

CID Practice Management is a tool for managing your accounting firm. You can effectively manage your time, clients and employees, taxes, production, and more. This program provides critical tools to help you manage your accounting and tax practice. You will be able to see the status of any key issues at any given time. This program will allow you to see the most important areas of your practice "real-time" for the first time. CID will make you feel great. We are sure you will love the information you get. This program will allow you to see the most critical areas of your practice "real-time" for the first time.

PracticePro 365 is a unique platform that helps businesses achieve their highest performance. A powerful platform that helps to improve enterprise business efficiency. It also provides a variety of unified features that provide your team with the necessary tools to succeed. PracticePro 365 is here to help you now and into the future thanks to the power of cloud scaling. PracticePro 365 is a tool that allows users to keep track of daily projects, customer information, and other operations. You can keep track of the pulse of your business no matter where you are or how you travel.

Tessaract, a powerful business management software that is cloud-native and code-free, automates workflows to help professional services firms in B2B grow their business. Tessaract offers many modules, including practice management, case management and workflow management.

TPS Cloud Axis offers a full suite of practice management functions from time and billing, through WIP and AR as well as complete workflow and employee scheduling. TPS offers an option for a multi-office database that allows the firm to operate one data file but report by the office and partner. TPS includes the latest in analytical tools including MS Power BI. It also offers a full MS Office 365 Outlook bi-directional synchronization. If needed it also offers a full QuickBooks Online bi-directional synch and portal. TPS also works closely with its clients to ensure the system provides the simplest, yet most flexible methods for all the elements of the program.

Advanced Accounting, Automated. A platform that automates mundane tasks so professional accountants can focus on what is important: their customers. Eleven is multi-currency and multicompany compatible and highly scalable, with the ability to process high transaction volumes. Eleven allows accountants to manage more clients. This benefit is achieved through several key features. Eleven allows clients and firms to collaborate in real time. It allows for quick responses to questions and the exchange of data and documents. Eleven automates repetitive tasks by creating transactions from documents. This allows you to focus on delivering high-value tasks and controlling the transactions. To have data extracted from documents and automatically sorted according to journals and fiscal years, you can upload them in batch. Even if you are performing manual transactions, you can save time by using templates for journal or analytical entries.

Award-winning software for accounting and tax. For individuals and practices, the software offers simple, practical, and innovative solutions. You can now manage clients, tasks and workflows throughout your practice, as well as the entire TaxCalc ecosystem. You want complete visibility of every work that is being done in your practice. Want instant access to all client information? You want to cut down on admin, maximize chargeable time, and bill more accurately. Do you want to be more organized and more efficient in all you do? Our powerful PM toolkit is flexible, affordable, and puts you in charge. This allows you to spend more time on growing your business. No matter if you're a start up with ambitious goals or a large company looking to improve efficiency and productivity, there's one name you can trust to help you achieve more. Change the game. TaxCalc is the best practice management.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

All-In-One Practice Management Software designed by Accountants for Accountants. Mango Practice Management is a client-friendly suite software tools that makes it easy for small and large firms to run smoothly. It doesn't matter if you bill by time or per project, it is important to keep track of all time spent working with clients. Quickly generate invoices and send them instantly to get paid faster. With streamlined workflows, task management and workflows, you can manage all your due dates. You will be able to hit the ground running with out-of-the-box accounting templates. Secure file sharing and eSignature are the next generation. You can now share and request signatures directly from your email inbox. Mango Practice Management was created by accountants to help them run modern accounting firms more efficiently. Mango helps you identify your most profitable clients, products and associates. It gives you all the information that you need to make informed decisions.

Capium is the pioneer in connected cloud accounting software for small and medium-sized accountants. Our vision was to eliminate the tedious work of running an accounting practice and transform the role of accountants from a number cruncher into one that provides strategic financial advice to clients. We created a software suite that combines automated accounts production with powerful practice management tools, allowing accountants to run a more profitable practice.

Star is a trusted international supplier. Star's success stems from its extensive experience and knowledge of what firms need. Star then applies that knowledge to provide a personalized service to medium-sized and large professional firms around the world. Star has the most powerful and comprehensive functionality of any practice management software designed for accounting firms. Mobile applications for expense and time entry are designed to help you keep your business moving no matter where you are. Apxium's payment portal automatically processes all client payments, which allows you to pay your bills faster and with less effort for both you and your clients. This comprehensive functionality allows you to fully control and view your resources, allowing you to manage your most valuable asset, people.

Software for Practice Management, Tax Production, and Accounts Production. Combine our software with the tools you most use. Accounting practice software will help you run a more profitable and efficient practice. It will also streamline your client work. Easy and cost-effective tax and accounts production. It is easy to use and provides excellent value for money. It is used by accountants and finance professionals in business to ensure that tax compliance and accounts production run smoothly and effortlessly.

You want to be innovative and customer-oriented so that clients can be guided online. You want to give clients more than they can handle and make sure they are ready for the future. You are well on your way towards fully automating the processes. Next is (online) communication. You want to do that! Your clients have one online portal that allows them to organize everything quickly and easily. This allows you to respond to today's client's needs: transparency, speedy service, and the convenience of the internet. Client Online Professional will allow you to quickly see what's happening and can provide proactive advice that allows you to offer the client added value. Client Online allows communication between employees and clients of an accountancy firm as well as between the client and the requester. The emphasis is on efficiency and online counseling for clients.

The most comprehensive suite of software for Mac allows you to simplify and automate your business management. Cogilog has a range Mac software for SMEs / VSEs. Each of our software can help you save time every day by helping you keep your accounts, create your invoices and quotes, prepare your tax declarations, and produce your payslips. Our software is simple to use and user-friendly. You will always find the solution with online support and Cogilog. The software is easy to install and you can import your data with detailed walkthroughs. Our software is optimized for Macs. You will enjoy unparalleled work comfort thanks to our intuitive, bug-free, and virus-free software. Our range of software for Mac will help you increase productivity every day. No matter what size or industry of your business, our software can be tailored to meet all your requirements. Leasing or conventional fixed assets? A dedicated software allows you to manage the accounting cycle for your fixed assets.

CCH®, ProSystem fx® suite - Get integrated tax, accounting, audit, and workflow software tools all in one award-winning product. Integrated tax and accounting tools can increase productivity and profit. CCH®, ProSystem fx® was developed by experts in tax and accounting research and is used by most of the top accounting firms and businesses in the country. CCH®, ProSystem fx® is a comprehensive tax, accounting, workflow solution. It allows you to increase accuracy and efficiency, security, and enhance client relationships. Increase revenue opportunities.CCH®, ProSystem fx® Tax can handle all types of federal returns and state returns. It also offers extensive electronic filing services and automates computations and report generation. A suite of integrated solutions, including document management, firm management and knowledge management, can improve workflow. Standardization of processes and workflows can help mid-sized firms improve efficiency.

It's easy to share documents and information with clients and streamline your workflows. With a professionally designed client portal, you can create your virtual office. Your clients have 24/7 access to their files. Your portal can be accessed from any device, any time, anywhere. Add your logo and a subdomain to bring your brand to the forefront. Your logo will be displayed on your login, portal, and in all email communications. Other client portals force clients into their closed file-systems. ClientTable is the only portal that allows you to connect directly to your cloud storage drive. Portal documents can be accessed via your storage web interface, desktop or mobile application. Clients can automatically share files saved to the desktop through the portal. Any folder or item can easily be shared, with the ability to share subfolders and items.

File In Time task management software and due date tracking software makes it easy to keep track of all your projects and filing deadlines. You can help your firm run more smoothly by making sure you don't miss a filing date. No matter how many tax returns you file or how many clients your firm has, you will always be in control of your workload. You can instantly roll-forward completed tasks to create a due date list for next year. You can keep track of each task's progress (up to 40 status fields) and automatically keep a record. You can easily create custom services or assign services with built-in dates to nearly 200 federal and state income taxes returns. You can create tasks for all your office jobs. Each task is identified by the client and includes relevant dates and the service being offered, such as a tax filing or office meeting.

Uku is a digital smart assistant that improves your accounting practice's credibility, growth, and employee happiness. Uku is a platform that allows you to manage deadlines, time tasks, share tasks, and allows for open view so that all team members can see their tasks. CRM, correct billing hours, and more.

Athena Workflow is an accounting software that simplifies the accounting firm's workflow. It is your task management software that will simplify your life and help you save time, money, and organize your practice. This software gives you the ability to manage your tasks and jobs in a way that is both timely and real-time. This software will also meet the needs of every company. Our mission is to provide accounting practices with a North American software designed by accountants for accountants. It is intended to help them organize their accounting tasks and store various information in digital. A single software that empowers accounting practices and is an alternative to most accounting professionals, it also contributes to the well-being of the planet. It is your task management software that will simplify your life and help you save time, money, and organize your practice.

Award-winning tax and accounting software built in the cloud. Taxfiler is a cloud-based solution that allows you to prepare and file accounts, tax returns, and MTD VAT returns. A monthly subscription allows accountants to submit statutory returns and tax accounts for individuals, companies, partnerships, and trusts. Taxfiler is a powerful cloud-based suite that is used by thousands accounting practices. Provides the compliance functionality firms require at a cost they can afford. All these features are included in any pricing plan. This is one reason more and more practices are switching to Taxfiler and joining in the cloud revolution. You can quickly and easily prepare final accounts starting at the trial balance stage by simply entering data manually or importing data from your bookkeeping software. Transfer the profit and losses account and balance sheet directly to Taxfiler accounts preparation

All your client information is available in one place, instantly. From documents that clients can sign digitally to automatic reminders for clients. AccountingHub allows you to manage information and collaborate easily with your clients. Online access to documents, forms and client information will save you time and reduce client requests. Clients can send or retrieve information at any time, allowing them to enjoy a hassle-free and secure online experience. All your client information is available instantly in one place, from documents clients can sign digitally to automatic reminders. AccountingHub allows you to manage information and collaborate easily with your clients.

Governance over: Xero + MYOB Quality - Measure and manage the performance of your accounting functions Protect - Reduce risk and protect yourself against fraud and errors with continuous monitoring Assurance - Integrity into your accounting system Grow - Establish enterprise business processes to support your SME's growth

Jetpack Workflow, a workflow management tool, helps businesses standardize and track their processes. This allows them to do more work and prevents tasks from falling through cracks. We have over 16K clients worldwide and help business owners meet deadlines, track their team progress, and grow their practices without worrying.

You can manage all your accounting and bookkeeping clients from one place with customized user rights. One-click access to Sage subscriptions for your clients. Sign up for your Sage Partner Edition account to get Sage Accounting Plus and Payroll 5 employees free of charge for your practice. In just a few clicks, migrate and subscribe new clients for cloud-based bookkeeping and payroll. You have complete control over client access. Become more efficient. Data syncs automatically across cloud apps for data automation, bookkeeping and payroll, as well as bank reconciliation, reporting, accounts, tax, and bookkeeping. This software was created by accountants for accountants. It allows for one-click access to all the necessary compliance information and integrates online with other accounting software. You can manage your client workflow from beginning to end in one place thanks to seamless integrations that automatically sync data between Sage bookkeeping and VAT, payroll, compliance software, and compliance software.

We know that every accountancy practice is different. The IRIS Accountancy Suite was designed to be flexible. To meet the diverse needs of your clients, simply choose from the list of available accountancy software modules. Our accounting software has a proven track record of compliance and offers the most comprehensive portfolio of integrated and automated solutions to any thriving practice. You can browse our entire product range to find the right solution for you business, or contact our friendly advisors who will help you choose the best accounting software for your needs.

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

ATOM by Vider, an innovative and comprehensive ERP (Enterprise Resource Planning), is a web-based solution that was designed for professionals working in areas such as chartered accounting, company secretaries and tax practitioners. It has a number of features that streamline office management, practice automating, and collaboration. This makes it easier for professionals in these fields to manage their clients, documents, tasks, and finances. ATOM is designed to simplify complex processes, increase productivity, and give professionals a seamless experience in their daily operations.

The next generation of online software for accountants offers unprecedented flexibility and client support. Thomson Reuters Onvio represents the next evolution in online software for accountants. Onvio allows your team to collaborate online by bringing together key elements of your daily workflow. UltraTax CS integration gives you a solid set of tools to help your clients. It's accessible from any device so clients and staff can interact wherever, whenever, and however they want. Onvio provides enterprise-level security, making it the best choice for protecting your clients. Online software for accountants, which includes document management, time billing, client collaboration, and project managing.

The organization of tasks, workflows, and documents ensures that you can communicate quickly and easily with your team. This helps to increase productivity and reduce costs. 4Decision offers non-stop online access to financial data and documents for all companies. It meets high standards and provides non-stop online accessibility. It is a cloud-based, intuitive, user-friendly and completely secure system. It can be used to automate office tasks and the processes that are associated with clients' accounting services. 4Decision automates tasks, which results in higher quality and greater effectiveness. 4Decision improves the efficiency of all professional tasks and workflows. It helps businesses manage, control, and monitor tasks and workflows at all stages. 4Decision is an online service that allows you to issue and manage sales invoices. 4Decision automates data input, documents input, everyday tasks, and workflows to make it possible to organize the financial department and accounting firm.

Sigma 1040-TW Sigma Tax Pro's most customizable package. Sigma 1040-TW provides everything you need to make this tax season a success for your tax preparation business. The 1040-TW product is available in both web-based and desktop versions. If you need to file business returns like Forms 1120 or 1065, you will need the desktop version. Sigma clients have a dedicated account manager who will assist them with tax preparation and software support. Sigma offers a wide range of bank products to ensure the best customer experience. Clients can get their refunds faster and easier by choosing to have them sent directly, or printed in the office. Sigma 1040-TW also offers a premium software solution. It comes in multiple formats, including Executive, Power, Executive Accounting, and Power Accounting. You can choose the Sigma 1040TW format that best suits your needs.

Thomson Reuters GoSystem tax RS is used by the 100 largest CPA firms. It is highly scalable and can handle any size firm's workflow. Clients can file all types of returns using the software, including multitiered corporate returns, life insurance returns (including mixed groups filings) and tax equalization returns. You will save money on maintenance, have fewer storage problems, and can rest assured that your business will continue to function. You can tackle the most complex tax returns such as multitiered consolidation return processing for corporations or partnerships. You can deploy your team simultaneously to a single tax return, so each specialist can perform their role simultaneously. Multiple layers of security are available to protect your data, including network security and encryption schemes.

Our industry-leading platform delivers the highest return on investment, and is the fastest and easiest to deploy. It revolutionizes the way businesses do their tax operations and manage FATCA and CRS compliance. Are you looking for a reliable and scalable tax compliance solution that can be easily integrated into your existing systems and processes? Discover how our fully automated FATCA/CRS platform is delivering value to businesses of all sizes. You can easily integrate our fully automated, scalable online customer portal and tax operations validation portal into your existing systems to demonstrate compliance and reduce your risk. Our fully automated online customer and investor portal allows you to grow your user base, provide a superior investor experience, and reduce your risk.

Neo.Tax has automated preparing the R&D Tax Credit for startups and accountants. We have simplified the complex process of applying for Federal and State R&D Tax Credits. Startups can get up to $250k back in under an hour. Our flexible app allows you to prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence. The R&D Tax Credit is best for startups and small businesses investing in R&D who made less than $5M to no revenue, have been profitable less than 5 years, and had R&D work done by US based employees or contractors. This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax is building the easiest and most accurate tax and accounting automation software.

Automate your practice to save money and time. Streamline your workflow by reducing administrative tasks. With high client expectations, siloed technology, and tedious admin burdens, it's never been harder to run your business. This marathon can be turned into a sprint by using a solution that you don't need to think about. It will allow you to get away from the back-office and focus on the real work. Aiwyn's platform integrates your firm's tech stack to improve revenue visibility, speed up payment cycles and enhance client experience. Receiving payments faster and turning days of outstanding sales into outstanding sales days is possible by strengthening overdue AR processes. In less than one minute, you can generate engagement letters. Spend less time managing invoices and more on ensuring that your clients' voices are heard. A platform that allows your firm to find, deploy and integrate 3rd party solution providers.

QX PracticePro frees accountants from the hassle of juggling different software by integrating it into a cloud-based platform. This one-stop solution allows accountants to quickly onboard new clients, meet regulatory requirements, seamlessly transfer data between software and handle compliance functions. QX PracticePro was designed with CPAs and other accounting professionals in mind. QX PracticePro will streamline your work processes and increase your efficiency. You can also provide better service to clients. We research and recommend the most effective applications stacks to meet your practice's goals. QX PracticePro has a wealth of features that will make you job easier.