Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Nasdaq BoardvantageIntroducing an innovative board portal and collaboration solution tailored for boards and senior executives. Discover how Nasdaq Boardvantage streamlines board activities by eliminating paper usage and significantly reducing meeting preparation times. You can effortlessly schedule both single and multi-day meetings in just seconds, while also adding relevant details, attaching important documents, tracking attendance, and even setting up remote meetings. To ensure data protection, the platform employs encryption alongside multiple layers of security to maintain confidentiality, integrity, and availability of information. Additionally, you can swiftly generate and distribute evaluations for boards and committees, as well as handle Conflict of Interest inquiries and general surveys. The platform allows for efficient management of files, contacts, and signatures while fostering collaboration through features like notifications, annotations, and the ability to conduct unanimous consent votes, along with e-signatures and secure in-app email communication. It is designed for accessibility on various devices, including smartphones, tablets, and desktops, ensuring a seamless synchronization experience both online and offline. Overall, Nasdaq Boardvantage enhances the efficiency and security of board operations significantly.
-
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.
-
MyHub Intranet SoftwareMyHub is an innovative cloud-driven intranet solution designed to enhance business workflows through a comprehensive suite of manuals and tools. It is optimized for mobile devices, enabling users to engage with entire teams or select individuals with ease. With its integrated functionalities for email and social media, MyHub ensures that projects progress seamlessly and efficiently. Administrators have the power to empower their users with content management capabilities, a discussion forum, cloud file sharing, and an array of additional features that cater to diverse business needs. This versatility makes MyHub an invaluable asset for any organization looking to improve collaboration and productivity.
-
My Member SoftwareMy Member Software is an intuitive, open-source member management solution that is easily downloadable and designed for organizations such as associations, clubs, and foundations to efficiently handle their memberships. While it seamlessly integrates with the CMS Joomla, it is also compatible with Wordpress and Drupal websites, allowing users to manage their members conveniently from any location and at any time. To simplify the installation process, you have the option to set it up independently or seek assistance from our team. Additionally, we are eager to explore partnership opportunities with web designers and accounting firms to enhance our service offerings. This collaborative approach ensures that our users receive comprehensive support tailored to their specific needs.
-
iBabsTransform your meetings into a seamless experience with iBabs. This innovative application removes the hassle of paperwork, facilitates quicker decision-making, and boosts overall productivity. Utilizing iBabs gives you total command and a detailed insight into all aspects of your meetings, simplifying the organization and participation process. With a trusted user base of 3,000 organizations and more than 300,000 individuals, iBabs guarantees secure and automated management accessible from any device. Years of expertise in enhancing board meeting procedures empower you to make well-informed, confident decisions consistently, ensuring that your meetings are as effective as possible.
-
NewOrgNewOrg serves as a comprehensive platform designed for non-profit organizations to consolidate information from various aspects of their operations. This integration enhances their ability to efficiently oversee clients, volunteers, services, donors, donations, and outcomes. Moreover, it facilitates the scheduling of activities, sign-ups, communications, surveys, and fundraising efforts. By utilizing NewOrg, organizations can effectively manage their committees, donors, events, and memberships, ultimately leading to smoother operations and improved organizational effectiveness. Additionally, this platform empowers non-profits to streamline processes, fostering a more engaged community and better achieving their missions.
-
EasySendEasySend provides a powerful, no-code platform for businesses to transform traditional customer journeys into digital experiences. Whether onboarding new clients or handling claims, loans, and quotes, EasySend enables companies to collect and manage customer data with ease. Its user-friendly tools allow for automated workflows, customizable forms, and integrated e-signatures, all within a secure, compliant framework. Serving industries like insurance, healthcare, and finance, EasySend accelerates digital transformation while ensuring privacy and security. With rapid deployment and dedicated support, it helps businesses deliver seamless customer experiences from start to finish.
-
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.
-
AxeroNeed a digital hub that actually connects, engages, and reaches employees, users, and departments with the right information they need to be successful? Axero is an award winning intranet solution where out-of-the-box meets customizable. Power efficiency by streamlining knowledge, communication, and collaboration the way you, specifically, need it to. With Axero, you're able to increase productivity by reaching employees with relevant, role-based information, all in a unified suite that feels, looks, and works like your workplace. With AI tools, flexible features, 500+ REST APIs, integrations, and granular permissions, send targeted communications while cutting back on email, distribute knowledge and resources to teams and offices near and far, and build a connected culture that employees love. Not one single Axero intranet is the same—and that's because our platform is built for building. Every Axero customer, backed by our highly rated client success team, has their own unique platform centered around their workflows, company structure, and organizational goals. Your organization isn't out-of-the-box and your intranet shouldn't be, either.
-
CarbideCarbide is a tech-enabled solution that helps organizations elevate their information security and privacy management programs. Designed for teams pursuing a mature security posture, Carbide is especially valuable for companies with strict compliance obligations and a need for hands-on expert support. With features like continuous cloud monitoring and access to Carbide Academy’s educational resources, our platform empowers teams to stay secure and informed. Carbide also supports 100+ technical integrations to streamline evidence collection and satisfy security framework controls, making audit readiness faster and more efficient.
What is Assembly?
Assembly functions as an all-encompassing solution for engaging clients and handling back-office tasks, specifically designed for technology-oriented professional service firms such as those in consulting, law, accounting, real estate, marketing, and technology. By merging multiple tools into one branded client portal, it allows businesses to effortlessly connect, communicate, invoice, share documents, and oversee tasks from the initial sale to comprehensive operations. This platform significantly improves visibility into client relationships across the organization, employing secure AI technology to streamline workflows and save precious time. Additionally, Assembly integrates easily with existing business applications through various channels, including embeds, Zapier, Make, or its adaptable API, and supports the creation of custom applications. Some of its notable features include secure messaging, document sharing, one-click payment invoicing, electronic signatures, storefront options for service productization, customizable forms, and task management capabilities. The platform is designed to deliver outstanding, modern client experiences while maintaining strong security protocols and adhering to HIPAA regulations. With its forward-thinking approach, Assembly not only simplifies operational processes but also significantly enhances overall client satisfaction, making it an indispensable tool for professional services. As a result, organizations using Assembly can expect to see improvements in efficiency and client engagement, ultimately driving their success in competitive markets.
What is Agency Handy?
Agency Handy serves as an all-in-one client portal solution designed to optimize agency operations by integrating client management, project tracking, task assignment, billing, payments, and communication into a unified platform. Users can create detailed service catalogs with customizable options that can be made publicly available or directly integrated into their websites, in addition to setting up tailored intake and order forms to effectively gather essential client information. The platform streamlines the client onboarding process by allowing the creation of comprehensive client profiles that store important details, along with automated email invitations to speed up confirmations. Agency Handy also features robust task management capabilities, including Kanban boards for a clear visualization of project progress, real-time collaboration tools to facilitate seamless communication between teams and clients, and built-in mechanisms for feedback and file annotations. Moreover, it simplifies financial transactions with automated invoicing that supports various payment gateways, ensuring a hassle-free experience for both agencies and their clients. This comprehensive strategy significantly boosts operational efficiency while also elevating client satisfaction, establishing Agency Handy as an indispensable resource for contemporary agencies. With its user-friendly interface and versatile functionalities, Agency Handy stands out as a key player in the agency management landscape.
Integrations Supported
Airtable
App Store
Calendly
Figma
Google Analytics
Google Docs
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Integrations Supported
Airtable
App Store
Calendly
Figma
Google Analytics
Google Docs
Google Drive
Google Forms
Google Sheets
HubSpot CRM
API Availability
Has API
API Availability
Has API
Pricing Information
$39 per month
Free Trial Offered?
Free Version
Pricing Information
$49 per month
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
Assembly
Date Founded
2020
Company Location
United States
Company Website
assembly.com
Company Facts
Organization Name
Agency Handy
Date Founded
2023
Company Location
Singapore
Company Website
www.agencyhandy.com
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Categories and Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
