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.
Learn more
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.
Learn more
GP MaTe
GP MaTe, a user-friendly material and maintenance system, is available. MATE PCS's GP MaTe product is trusted by top-tier organizations to automate the tasks necessary to maintain their production assets. Optional modules include Safety (PSM and MOC), Budgeting, Multiplant information sharing, Operator tours, and data collection. To streamline inventory control and maintenance, mobile device functions are available.
Learn more
WatchMate
The WatchMate App provides immediate notifications for smartAIS alarms, enabling you to respond quickly and knowledgeably. Additionally, you can access navigation instrument data whenever needed, ensuring that you maintain control from any location on your vessel. This app is available for free on both Android and iOS platforms and establishes a Wi-Fi connection between your smartphone or tablet and your smartAIS transponder (such as the XB-8000 and WatchMate Vision). You can also troubleshoot any antenna issues to optimize the performance of your transponder by utilizing the integrated VSWR meter. Furthermore, the app allows you to wirelessly refresh your smartAIS transponder with the latest updates and features directly from your mobile device, enhancing your boating experience. By utilizing this technology, you can enjoy greater peace of mind and efficiency while navigating the waters.
Learn more
