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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Bizalys
Bizalys is an integrated office management solution specifically created for CA, CS, and CMA firms to oversee clients, compliance, services, tasks, documents, billing, and employee assignments all from a single platform. Featuring over 600 predefined automated workflows, Bizalys enables firms to optimize repetitive compliance tasks, delegate responsibilities, monitor progress, manage service assignments, and enhance overall workflow effectiveness.
Its main attributes encompass client management, both single and bulk service assignments, employee task oversight, service reassignment, automation of compliance workflows, document handling, billing and invoicing, access control based on roles, timesheet management, as well as comprehensive dashboards and reporting tools.
By utilizing Bizalys, professional firms can significantly minimize manual efforts, elevate team efficiency, standardize their processes, and achieve greater clarity regarding daily operations through a unified system. This software not only enhances productivity but also fosters a more organized approach to managing various office tasks.
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Trevio
Trevio is an innovative cloud-based management platform tailored for accounting firms operating in Brazil. It streamlines the organization of client records, team tasks, deadlines, billing processes, documents, and recurring workflows while seamlessly integrating with existing bookkeeping solutions. Client information can be easily entered using a company's CNPJ, and electronic invoice XML files, such as NF-e, CT-e, and NFS-e, can be gathered through the client’s A1 digital certificate and sorted by date. The platform allows firms to generate accounting-fee bank slips that include Pix payment options and monitor payment statuses effectively. Furthermore, a client portal is available, granting users access to tax guides, invoices, and other documents, all neatly organized by time period. Trevio also enables firms to track tasks, manage collective labor agreements, perform Simples Nacional calculations, and generate reports and documents straight from client records. This platform is specifically designed for accounting professionals who juggle numerous business clients and adhere to monthly compliance requirements throughout Brazil, ensuring efficiency and accuracy in their operations. By embracing Trevio, firms can enhance their workflow and deliver superior service to their clients.
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