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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SeQwens
Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.
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Qintel CrossLink
Upon launching CrossLink, users encounter the prompt “Know More,” which embodies the platform's guiding principle. This philosophy drives CrossLink's mission to empower individuals, whether they are SOC analysts, investigators, or incident responders, to effectively narrate a more comprehensive story about their data. With a few clicks, search results from six interconnected categories of network and actor-centric information deliver essential insights that can be easily compiled and disseminated within an organization. Developed by a team of seasoned analysts with extensive practical experience in threat investigation, CrossLink addresses significant gaps present in the existing marketplace. The data categories encompass an extraordinary variety of actor profiles, communication records, historical Internet registration data, IP reputation, digital currency transactions, and passive DNS telemetry, all of which facilitate rapid investigations into various actors and incidents. Additionally, CrossLink equips users with features to generate alerts and lightweight management options through shareable case folders, enhancing collaborative efforts across teams. Ultimately, CrossLink aims to streamline the investigative process and foster a deeper understanding of the digital landscape.
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