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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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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FairMate
FairMate, a creation of the company dimedis, which stands for "digital media distribution," is a medium-sized IT firm based in Cologne and established in 1996. Our expertise lies in crafting software and platform solutions that focus on two key areas: Smart Retail and Smart Fair. Among our notable products are the digital signage software "kompas," the visitor management tool for trade fairs and events known as "FairMate," and the innovative fully automated admission control system "ViCo." We proudly serve a diverse range of clients, which includes well-known names like Snipes, XXXL Lutz, Messe Düsseldorf, koelnmesse, EnBW, and the Cologne Zoo, among others. FairMate Business Intelligence serves as a powerful tool for visualizing intricate data, acting as your primary hub for crucial information. It simplifies complex statistics, presenting all relevant data clearly on a dashboard that is accessible even on mobile devices, ensuring that you can stay informed no matter where you are. This seamless integration of information empowers users to make informed decisions quickly and efficiently.
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CoinSpot
Purchasing cryptocurrency can be straightforward and hassle-free. Through your CoinSpot account, you can seamlessly acquire Bitcoin, Ethereum, XRP, and more than 280 other digital currencies. The platform allows you to exchange any listed currency easily as well. To maximize your trading potential, you can utilize Stop-Loss and Limit Orders to capitalize on market fluctuations. For those engaged in high-value transactions, institutional investments, or Self-Managed Super Funds, we offer a specialized OTC (Over The Counter) Trading Desk along with an SMSF team to support all facets of account management. Our knowledgeable support staff at CoinSpot is always ready to assist you; with Live Chat available for immediate communication with real representatives every day, and our Helpdesk Support operates around the clock. You can deposit any cryptocurrency available on CoinSpot into your Multicoin Wallet. With a majority of listed assets supporting automated wallet services, depositing and trading is made quick and effortless. Additionally, our commitment to customer satisfaction ensures that you have the resources you need for a smooth trading experience.
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