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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Haystack
Haystack connects every employee of your organization with the people, resources, and information they need to thrive and succeed. Haystack provides employees with a fun, intuitive and informative way to start the day. Custom branding with no-code and a modular layout make it easy to highlight key resources, organizational culture, and knowledge. Haystack's automated multi-channel delivery, combined with actionable analytics, makes it easy for you to reach your employees at the right time and place. Spend less time looking for information and more on achieving your goals. Haystack’s knowledge-sharing features make it easy for employees to get the materials they need, no matter where in the world they are. It can be difficult to stay connected with everyone as teams grow and change. Haystack’s rich employee profiles and company directory make colleagues around the world feel as if they are right across the room.
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SEDNA
Reduce email volume by up 95% and have one source of truth for all communications, data, and documentation via shared team inboxes. SEDNA provides team members with full transparency of all correspondence, attachments and actions within a project or message thread. It also allows for quick composition and sharing, which makes communication easier and facilitates collaboration. Each email in a team's inbox has an activity panel that allows for internal conversations, contextual data, time-stamped activity, and other information. This allows team members to work with one message instead of multiple messages that bloat their inboxes. The Activity Panel allows you to see information about the message, including job references, category tags and people involved. It also shows who viewed the message and who responded. Collaboration is easy thanks to the ability of tagging others and adding comments for real-time discussions.
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SnapComms
Your multi-channel communications platform that engages employees on desktop, mobile, and digital signage. SnapComms platform will deliver your messages, whether you need to communicate information quickly, increase employee engagement, or make behavioral changes. High-impact, visual internal communications tools bypass email completely, delivering the results you need without adding to information-overload. Reach all employees, no matter where they are or what device they are using. Desktop Alerts are digital pop-up notifications sent directly to employees' desktops and mobile screens. They are guaranteed to reach 100% of their readers. High-priority messages are displayed above all other applications. This allows employees to pay attention and drives response. Desktop Alerts are best for sending urgent messages to staff such as breaking news or important employee communications.
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