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.
Learn more
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.
Learn more
Cloudoffis
Cloudoffis is a cloud-based software platform that leverages artificial intelligence to enhance accounting and auditing processes, specifically aiming to simplify compliance, documentation, and workflow management for professionals in these fields. The platform offers a comprehensive set of integrated tools that automate the creation, assessment, and filing of financial workpapers, which enables accounting teams to efficiently organize their documentation and work collaboratively with auditors through a unified online interface. With a strong emphasis on automating Self Managed Super Fund (SMSF) accounting and auditing tasks, Cloudoffis allows accountants to easily create structured, compliant workpapers and share them with auditors at the click of a button. Its various modules, such as SMSF Sorted, SMSF Automation, and Tax Sorted, help to standardize accounting and auditing workflows, significantly decreasing the need for manual data entry while accelerating turnaround times and ensuring adherence to regulatory standards. Furthermore, by integrating advanced technology into traditional processes, Cloudoffis empowers teams to focus more on strategic decision-making rather than getting bogged down by administrative tasks.
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
