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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Fixed Asset Pro
Fixed Asset Pro is a full-featured and budget-friendly fixed asset depreciation system. It's used by small and mid-sized companies, organizations and CPAs looking for a better way to track depreciation, produce reports and eliminate the hassles of spreadsheets and legacy software.
- No limits to the number of assets or entities.
- Book and Tax depreciation. 68 methods. 6 different books. Half-year/mid-month/mid-quarter. Bonus, Section 179, and more.
- Track assets and depreciation through the entire fixed asset life cycle—from CIP to disposal.
- Maintain your asset inventory.
- Complete reporting for accounting, tax and management.
- Continually updated for tax and accounting rule changes.
Streamline workflow. Maintain asset records over the entire asset life cycle. Maximize tax deductions. Produce up-to-date reports. Eliminate spreadsheet hassles.
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Lettuce
Lettuce is a comprehensive financial solution designed specifically for solo entrepreneurs, streamlining bookkeeping, tax strategy, and entity formation to eliminate the need for juggling various platforms or spreadsheets. It assists in establishing your business by handling LLC setup and S-Corp elections, offers a dedicated business bank account along with a debit card, and automatically allocates incoming payments into payroll, expenses, tax withholdings, and profits in real time. By directly linking to your bank and credit accounts, it categorizes transactions and provides a dynamic dashboard that reflects your financial status. Additionally, a built-in AI and a dedicated support team are available to offer expert advice and insights on potential tax savings throughout the year. On both quarterly and annual timelines, Lettuce not only estimates and pays your business taxes but also files your S-Corp returns and suggests deductions and retirement plans that are specifically suited to your solo business model. This all-in-one approach ensures that you can focus on growing your business while Lettuce manages the financial intricacies.
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TaxAct
You understand your business, and TaxAct is here to simplify your tax filing experience. Fast, straightforward, and budget-friendly, you can start using it online at no cost and only pay when you're ready to submit your return, with a promise of accuracy. Discover why TaxAct offers the most value in tax preparation by beginning today. By responding to simple, clear questions, TaxAct efficiently calculates and populates the necessary tax forms for you. The platform guides you through a wide array of business expenses, ensuring you report accurately and optimize your deductions. You can file electronically at no charge and receive instant notifications via email or text as soon as the IRS has processed your return. Save time and reduce the risk of errors by importing essential data from your previous year's TaxAct return. Additionally, you have the option to enter information directly into forms or utilize quick entry methods for M-3, 4562, K-1, and Schedule L details. Whenever tax-related questions arise, you can swiftly find answers in the Answer Center or reach out for complimentary account and technical support whenever needed. TaxAct is committed to making your tax experience as seamless as possible, ensuring you have the assistance you require every step of the way.
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