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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BusinessRadar
The BusinessRadar dashboard offers an all-encompassing view of your enterprise, spanning both historical data and future projections. By integrating selected KPIs, visualizations, and figures, it narrates a complete story of your business performance. With BusinessRadar, you can strategize more swiftly and precisely compared to conventional methods. The clarity it provides allows you to anticipate future trends with confidence. This tool simplifies the decision-making process within your organization, enabling you to concentrate on what truly matters: crafting and nurturing a lucrative business while ensuring a steady cash flow. Operating on Windows, BusinessRadar is a standalone application compatible with any accounting software and chart of accounts. Its implementation is seamless and quick, with budgeting, forecasting, reporting, consolidating, and simulating functionalities all accessible in just a few clicks. Recognized as the leading tool for financial management, BusinessRadar equips you with a precise overview of your company's financial health, ensuring you stay on top of your financial strategies. Additionally, its user-friendly interface enhances your overall experience, making financial oversight not only efficient but also straightforward.
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Karbon
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.
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