Ratings and Reviews 2 Ratings
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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AlsoThereThe Best Solution for Global Business Expansion AlsoThere is the top platform for B2B tech, SaaS, and service companies scaling globally. As the most cost-effective alternative to traditional setups, it enables businesses to legally sell, sign contracts, and issue tax-compliant local invoices across 43 countries in under 48 hours, entirely without establishing a physical legal entity. The Strategy: Maximizing ROI & Accelerating Revenue. Traditional expansion requires 6 to 12 months of legal setup and massive Capital Expenditure (CAPEX). AlsoThere acts as a turnkey "Subsidiary On-Demand," directly solving this C-Suite dilemma. By unbundling commercial capabilities from legal incorporation, the platform converts high-risk market entry into a highly predictable Operational Expenditure (OPEX). This makes global expansion up to 10X more cost-effective. For revenue leaders, this delivers immediate financial outcomes. AlsoThere accelerates time-to-revenue by allowing companies to capture global early adopters instantly. It eliminates enterprise procurement objections via localized invoicing, which directly lowers Customer Acquisition Costs (CAC) and secures high-value corporate deals. Furthermore, adoption is effortless: implementation takes just 48 hours, guaranteeing immediate operational readiness and seamless cross-border compliance. The Data: Proven Enterprise Scalability AlsoThere is the leading operational backbone for mid-market digital agencies and enterprise software providers. Its agility drives real-world growth: a Spanish IT firm successfully validated Latin American demand without physical offices, while a leading Hyperscaler secured a massive multinational deal by using AlsoThere to consolidate billing across nine countries and seven currencies. Backed by eSource Capital Group’s 20 years of regulatory expertise, AlsoThere has securely processed over US$250M in transactions. It's the ultimate strategic asset to minimize financial risk and drive global revenue
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SummSumm (formerly Crypto Tax Calculator) is leading crypto & equities tax software that simplifies tracking and reporting across all your brokers, 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 tax software, Summ turns investing 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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SovosSovos stands as an international leader in delivering tax, compliance, and trust solutions that empower businesses to confidently navigate a complex regulatory landscape. With over 100,000 clients spanning more than 100 countries, including a significant portion of the Fortune 500, Sovos is a trusted partner for compliance solutions. The company processes upwards of three billion transactions each year across 19,000 tax jurisdictions worldwide. Supported by an extensive partner network comprising over 400 members, Sovos offers a matchless global resource for businesses across diverse industries and regions. Established in 1979, Sovos has expanded its operations throughout the Americas and Europe, and currently operates under the ownership of Hg and TA Associates. With a commitment to innovation, Sovos continues to adapt to the evolving needs of its clients, solidifying its position as a key player in the compliance landscape.
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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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sellerboardAccurate profit analytics for Amazon sellers offer comprehensive insights into various fees associated with selling on the platform, including FBA fees, commissions, PPC expenses, return costs, promotional costs, and fixed expenses like Virtual Assistant fees and Prep Center charges. Users can analyze their data based on specific timeframes, such as today or yesterday, and filter results by individual products for an in-depth assessment. The adaptable charts facilitate a swift evaluation of Key Performance Indicators, allowing for full customization of metrics like sales, unit profits, and return costs. Moreover, the output can be segmented by different timeframes and levels of detail, enabling users to examine trends from the previous year on a monthly basis or daily insights from the last month. Additionally, the interface supports multi-selection filtering by product or marketplace, providing both summary overviews and detailed product insights for each selected period. This interactive and intuitive P&L statement empowers sellers to concentrate on each specific aspect, such as Amazon fees, for every chosen timeframe, enhancing their understanding of overall profitability.
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FrameworkLTCFrameworkLTC offers a comprehensive and adaptable platform that streamlines all manual processes, enabling LTC pharmacies to concentrate on their primary goal: enhancing patient well-being. By transitioning from manual operations to automation, businesses can grow while optimizing their profit margins. Tailoring services to meet the unique requirements of each facility can also enhance partnerships. Our software, designed with a facility-focused approach, empowers you to deliver exceptional service to every patient, section, and establishment. Facilities can easily manage billing, track order statuses, and handle returns based on your established protocols. Your facilities will find great value in the insightful reports you provide. Additionally, automate the prescription refill and reorder process to ensure nothing is overlooked during production. By leveraging this technology, you can significantly improve operational efficiency and patient satisfaction.
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DropTrackDropTrack is a music promotion platform designed to help artists, labels, and managers get releases ready, pitch the right people, and understand what worked. The platform supports promotion to DJs, record labels, playlist curators, blogs, radio stations, fans, and other music industry contacts. Before launching a campaign, artists can use the Music Analyzer to understand whether a track is ready, what mood and genre it fits, which artists it resembles, and what steps could improve its chances. DropTrack also helps turn a finished song into a professional release package with album art, press releases, artist bios, track versions, and track comments. Users can share one link, test different mixes, and collect timestamped feedback before sending a campaign. The platform includes targeted submissions so artists can pitch contacts who match their sound instead of sending music blindly. Email campaign tools let users send polished campaigns to their own lists or use DropTrack’s genre-based contact lists, then see who opened, played, downloaded, commented, and returned. Spotify playlist placement options help users pursue real playlist exposure and authentic streams while avoiding fake or bot-driven lists. Labels and managers can manage multiple artists, upload unlimited tracks, create unlimited campaigns, build playlists, and track performance across releases. Influencers, DJs, playlist curators, bloggers, and radio contacts can opt in to receive music that matches their genres and review submissions in one place. By combining AI music analysis, release preparation, industry contact lists, submissions, email campaigns, playlist placement, feedback tools, and detailed analytics, DropTrack helps music teams turn a single play into a longer-term relationship.
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ShippoEcommerce can be intricate, but shipping can be straightforward with Shippo, which supports your business growth by seamlessly integrating into your workflows, offering knowledgeable assistance, and giving you straightforward access to the most competitive rates across numerous carriers. >> Gain straightforward access to competitive rates from a wide range of carriers - Enjoy the benefits of over 85 carriers globally, including regional options that are often overlooked by others, ensuring you get the best rates available. >> A complete shipping solution tailored for any business - Streamline your shipping process by connecting your e-commerce platform or directly integrating our ready-to-use API into your operations, enabling you to fulfill orders efficiently with intelligent defaults, customizable automations, and insightful analytics for smarter shipping decisions. >> Comprehensive support at every stage - Feel assured with our dedicated customer support and experienced implementation teams, who possess the expertise to help you get started quickly and maintain consistent operations. >> Expand your horizons with Shippo - Anticipate increased shipping needs in the future, and trust Shippo to provide you with 99.99% uptime, an advanced technology infrastructure, and all the necessary features to foster deeper connections with your customers and support your ambitious growth plans. >> With Shippo by your side, you can confidently navigate the complexities of shipping while focusing on what truly matters—growing your business and enhancing customer satisfaction.
What is Drake Tax?
Drake Tax is equipped with a multitude of features that are specifically designed to enhance the efficiency of tax return preparation and processing for your clientele. This enables you to focus on what truly matters—building relationships with clients and growing your business. With Drake Tax, every facet of return preparation can be accelerated, ensuring that both the calculation outcomes and a detailed overview of the return are easily accessible with just a click. You can also designate items within any text field, checkbox, or tax form amount as verified, flagged for review, or marked for additional scrutiny. Should any details regarding a confirmed item change, the DoubleCheck feature will swiftly notify you for further inspection. Additionally, the software includes shortcut keys and macros, which streamline the data entry procedure, thereby minimizing the number of keystrokes needed. It also promotes a seamless transfer of data between federal, state, and city returns, while offering override options when necessary. State and city returns can be generated on demand, automatically considering taxes paid to other jurisdictions as well. Moreover, Drake Tax simplifies the process by auto-filling information based on ZIP Code and EIN entries, resulting in increased accuracy and efficiency during tax preparation. Altogether, these features make Drake Tax an essential resource for tax professionals striving to enhance their productivity and service quality. It not only saves time but also reduces the chances of errors, making it a reliable choice for any tax practice.
What is CrossLink?
At CrossLink (CPTS), we are dedicated to crafting tax solutions that are specifically tailored to meet your individual needs, enabling you to provide effective assistance to the taxpayers in your community. We provide a range of options designed to boost your success, with both online and desktop solutions that cater to mobile preparers as well as tax professionals working from an office. Our ongoing commitment is to create products that align perfectly with your unique requirements. Each year, we actively solicit feedback from our customers and integrate their suggestions into our software, acknowledging that you have the best insight into the needs of your business and community. With innovative tools such as Point-and-Shoot Error Correctionâ„¢, the distinctive TextLinkâ„¢ messaging system, and compatibility with electronic signature pads and handheld W-2 barcode scanners, users of CrossLink 1040 software can process tax returns with both efficiency and precision, leading to a more streamlined workflow. Our unwavering dedication to hearing our customers allows us to stay ahead in the dynamically changing tax environment, continuously enhancing our offerings to better serve you. This commitment not only strengthens our relationship with users but also reinforces the importance of adapting to the evolving needs of the tax preparation industry.
Integrations Supported
TaxDome
UltimateTax
Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
PayJunction
Rightworks
Sagenext
SmartVault
Soraban
Integrations Supported
TaxDome
UltimateTax
Cloud 9 Hosting
Cloudwalks
Doc.It by IRIS
PayJunction
Rightworks
Sagenext
SmartVault
Soraban
API Availability
Has API
API Availability
Has API
Pricing Information
$330.00
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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
Drake Software
Date Founded
1977
Company Location
United States
Company Website
www.drakesoftware.com
Company Facts
Organization Name
CrossLink Professional Tax Solutions
Date Founded
1974
Company Location
United States
Company Website
www.crosslinktax.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 Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
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
Categories and Features
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