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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Double
Double is an accounting automation and month-end close management platform that helps accounting professionals streamline bookkeeping workflows, automate financial processes, and manage client collaboration through AI-powered tools and integrated accounting workflows. The platform enables accounting firms and finance teams to manage close operations, reconcile transactions, generate journal entries, handle receipts and accruals, process 1099s, and coordinate accounting tasks from a single platform connected directly to financial ledgers and ERP systems. Double supports integrations with QuickBooks Online, Xero, Sage, and NetSuite, allowing teams to work directly with live accounting data while automating repetitive manual processes through AI-driven workflows. The platform also includes client and practice management tools such as inbox management, client portals, task tracking, file reviews, reports, and communication workflows that improve visibility and collaboration throughout the accounting close process. Businesses use Double to reduce close times, automate bookkeeping operations, eliminate fragmented workflows, improve accounting accuracy, and centralize month-end accounting management within one integrated platform.
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Paro
Paro offers an innovative platform that utilizes artificial intelligence to streamline practice management and financial operations, enabling firms to grow effectively by merging intelligent automation, insightful data analytics, and access to specialized talent all within one cohesive framework. Marketed as a comprehensive "AI growth platform," it seamlessly integrates essential functions such as client management, team collaboration, project execution, reporting, and financial evaluation, thereby eliminating the hassle of managing various unrelated tools. The system facilitates the rapid importation of an entire client portfolio, allowing firms to preserve established client relationships and historical data, which guarantees a seamless transition without disrupting ongoing business activities. Furthermore, it features integrated CRM functionalities that help monitor client interactions, organize contacts, and centralize relevant information, alongside smart integrations that synchronize automatically with applications such as QuickBooks and Xero, which minimizes redundant data entry and lessens manual tasks. This approach not only enhances operational efficiency but also fosters a more connected and productive work environment for firms.
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