Ratings and Reviews 1 Rating
Ratings and Reviews 1 Rating
Alternatives to Consider
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SorabanSoraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
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SummSumm (formerly Crypto Tax Calculator) is leading crypto tax software that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses. Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports. That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase. If you’re ready to stop fighting your crypto tax software, Summ turns crypto chaos into confidence. Add clarity. Subtract doubt.
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CanopyCanopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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UnFormUnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry. For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.
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FirstPromoterOne platform for affiliate, influencer, and referral programs. Plug in your billing, define how commissions work, and be live before the day ends. We connect directly to Stripe, Paddle, Chargebee, Recurly, and Braintree, so every billing event reaches your program as it happens. Each upgrade, downgrade, renewal, refund, and cancellation recalculates the commission behind it. Payouts never drift from revenue. For paying promoters, choose fully managed payouts or bulk transfers through PayPal and Wise. We collect W-9/W-8BEN forms before funds move and attach an invoice to every payout, so the paperwork side of the program largely runs itself. Promoters track links, coupon codes, and earnings from a dashboard under your brand. Behind it, you hold 18-point reporting, commission structures from flat fee to multi-tier, fraud detection, and broadcast email across your promoter base. Try it free for 14 days. No credit card required.
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Nutrient SDKNutrient offers a comprehensive suite of solutions tailored to meet all your PDF needs, providing tools that effortlessly handle PDF functionalities on any platform. 1. SDK: Integrate sophisticated PDF capabilities into iOS, Android, Windows, the web, or any cross-platform technology, offering features such as PDF viewing, annotation, collaboration, and much more. 2. Libraries: Use our robust .NET and Java libraries to empower your backend systems with capabilities for batch processing of redactions and PDF forms, OCR for scanned text, and editing of PDF documents, all directly from your application server. 3. Processor: Our nimble PDF microservice, Processor, facilitates the quick creation of PDFs from HTML, including HTML forms, alongside conversions from Office to PDF, OCR processing, redaction, and the combination and exporting of XFDF. 4. PDF API: Leverage our hosted PDF API to create, convert, and modify PDF documents within your workflows. We manage the development and server operations, allowing you to focus solely on growing your business. At Nutrient, we see ourselves not merely as a tool but as a dedicated partner in your journey to success. You can easily reach out to our engineers for specialized support, access thorough examples to aid in integration, and utilize our premium documentation to maximize your experience. Additionally, we are committed to continuous improvement and innovation, ensuring our solutions evolve with your needs.
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SurveyJSSurveyJS comprises a collection of four open-source JavaScript libraries that provide the advantages of a customized, in-house survey application while significantly minimizing the time and resources required for deployment. These libraries function independently of specific server code or database needs, allowing for seamless integration with well-known JavaScript frameworks such as React, Angular, Vue.js, jQuery, Knockout, and others. They are built to interact with any server capable of processing JSON requests, thereby ensuring compatibility with a wide range of server setups and databases. This product suite includes: - An open-source library licensed under MIT that facilitates the rendering of dynamic JSON-based forms within your web application and captures user responses. - A self-hosted form builder featuring drag-and-drop functionality, an integrated CSS theme editor, and a graphical user interface for setting conditional rules; it also generates JSON definitions of your forms in real time. - A PDF Generator library that allows for the conversion of SurveyJS surveys and forms into PDF files directly in the browser. - The Dashboard library, which enhances survey data analysis through interactive and customizable charts and tables. We invite you to explore our website and experience our comprehensive demo at no cost. This opportunity will allow you to assess the full capabilities of SurveyJS firsthand.
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Asym CapitalYou can reap significant rewards while minimizing the risks associated with market fluctuations. Our thorough evaluation methods and established partnerships are designed to assist you in managing your investment capital effectively. Gain entry to high-quality institutional opportunities spanning various asset classes. Engage in pre-screened transactions within the realm of private equity. Enjoy a steady stream of passive income deposited directly into your bank account. With our cutting-edge investor portal, you can monitor your investments with ease. Unlike typical crowdfunding platforms, we operate as a tech-driven investment firm focused on real estate. We commit our own capital to each offering, aligning our interests closely with yours, as our compensation is significantly tied to performance outcomes. This ensures that we are as invested in your success as you are.
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ImorgonSignificantly improve the speed and quality of Radiology reporting by reducing unnecessary dictation, particularly for ultrasound and DEXA. Imorgon transfers modality measurements into Powerscribe/Fluency/RadAI merge fields/tokens, eliminating manual entry errors. Imorgon's specialized services offer the following advantages: - All measurements are always transferred (usually DICOM SR) - Electronic worksheets capture findings and insert them into Powerscribe/Fluency/RadAI (rather than dictating from a worksheet) - Worksheets with priors, calculators, and clinical decision support (TI-RADS, O-RADS, etc) - Integrate into Epic or other EHRs - Vendor neutral - Support to ensure everything continues working Significant improvement in the overhead of reporting with a quick ROI.
What is ATX?
ATX stands out as a highly accessible and all-encompassing tax software tailored specifically for CPAs and small accounting firms, featuring a user-friendly, forms-driven interface supported by an extensive collection of tax documents. This software caters effectively to both individual tax preparers and small teams, facilitating a quick setup process. With an emphasis on user experience, it simplifies the processing and e-filing of returns, significantly reducing the likelihood of errors. Boasting access to over 6,000 tax compliance forms, ATX incorporates integrations that allow for the smooth importation of tax data and easy file sharing with clients. The Check Return feature enables users to quickly spot e-filing errors, omissions, and other problems. Moreover, the Refund Meter allows for real-time tracking of refunds or any outstanding balances, enhancing client communication. Transitioning between different forms is made easy through the Page, Worksheet, and Form tabs, which provide a clear navigation path. The software accommodates a variety of federal, state, and local returns, including key forms such as 1040, 1120, 1120S, 1065, and 1041 along with their associated schedules, establishing it as a flexible solution for tax professionals. Overall, ATX not only optimizes the tax preparation workflow but also guarantees accuracy and efficiency, making it an essential tool for all users in the field. Additionally, its continuous updates ensure that users are always equipped with the latest tax regulations and compliance requirements.
What is 1eFile?
1eFile is a comprehensive electronic court filing service designed to make the submission of legal documents across the United States more straightforward. It features a user-friendly interface that caters to both individuals and legal professionals, enabling them to file court documents with ease. One of its standout capabilities is the self eFiling option, which allows users to submit their prepared documents independently, while the concierge service offers assistance for those who prefer to have their filings managed by 1eFile. In addition, the platform provides process service, ensuring the nationwide delivery of legal documents. Users can also access crucial court forms for a variety of legal matters, such as divorce, name changes, small claims, and evictions, simplifying the preparation and filing process. For frequent filers and software developers, 1eFile offers eFiling APIs that enable automation and seamless integration with court systems. The platform prioritizes user-friendliness, featuring a streamlined eFiling process that customizes the collection of necessary court information based on each individual case's specifics. Furthermore, its dedication to improving efficiency empowers users to navigate the often complex landscape of legal document submission with increased confidence and effectiveness. This flexibility not only saves time but also enhances the overall experience for those in need of legal filing solutions.
Integrations Supported
8am CPACharge
Cloudwalks
Jiva
Kinective Bridge
OneUp Networks
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Truss
UltimateTax
Integrations Supported
8am CPACharge
Cloudwalks
Jiva
Kinective Bridge
OneUp Networks
QuickBooks Online
QuickBooks Online Advanced
SmartVault
Truss
UltimateTax
API Availability
Has API
API Availability
Has API
Pricing Information
$597
Free Trial Offered?
Free Version
Pricing Information
$8.99 per submission
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Wolters Kluwer
Date Founded
1987
Company Location
Netherlands
Company Website
taxna.wolterskluwer.com/professional-tax-software/atx
Company Facts
Organization Name
1eFile
Date Founded
2014
Company Location
United States
Company Website
1efile.com
Categories and Features
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management