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, 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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Stacks
Stacks is an innovative platform that leverages AI to streamline financial closing and automate accounting processes, empowering finance teams to achieve month-end tasks with enhanced speed and precision. By unifying financial operations into one cohesive workspace, it allows organizations to automate key functions such as reconciliations, journal entries, variance analysis, and reporting, all while maintaining full integration with their ERP systems. Its agentic AI capabilities enable the platform to learn from both accounting data and team interactions, facilitating automatic transaction matching, discrepancy identification, and explanation generation within a secure and auditable framework. Additionally, teams benefit from real-time insights into their responsibilities, timelines, and financial patterns via dashboards that monitor progress and identify potential risks prior to their escalation. Designed to minimize reliance on manual spreadsheets and disjointed processes, Stacks consolidates data across various entities and currencies, ensuring robust governance and traceability are upheld throughout. This comprehensive approach not only enhances efficiency but also fosters a more organized financial environment.
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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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