Soraban
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
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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FinAlyzer
FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.
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SuperMate
Experience the efficiency of SuperMate, a cutting-edge SMSF accounting software that streamlines daily operations through automation. With affordable monthly subscriptions, you can harness the power of its innovative features to enhance your practices. Uncover the numerous advantages that SuperMate offers to accountants, financial advisers, and administrators alike. This cloud-based platform employs smart technology to substantially minimize the time dedicated to compliance, reporting, and investment management, allowing you to expand your client base effortlessly. By eliminating tedious manual data entry and lowering labor costs, SuperMate connects to over 200 data sources while providing automation and intelligent features. Gain valuable insights tailored to your clients’ requirements with trigger-based notifications, ensuring you deliver exceptional service precisely when it’s needed. Developed alongside a team of SMSF professionals, SuperMate is designed for ease of use, effectively reducing the risk of duplicating data entry tasks and enhancing overall productivity. With SuperMate, managing SMSFs becomes not only simpler but also more scalable, ultimately enhancing your business growth potential.
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