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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Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making.
Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance.
Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline
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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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