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Ratings and Reviews 0 Ratings
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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OrionThe Orion Practice Management System provides vital information right on your desktop, streamlining all essential elements for your legal practice, such as Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this innovative system enables law firms to move effortlessly from a broad overview to specific details with exceptional efficiency and ease, available in real-time and on-demand. By managing the data-collection process, the Orion Practice Management System allows you to quickly evaluate the firm’s health and operational status whenever needed. Built with flexibility in mind, this system enables each user to tailor their profiles and save personal preferences, guaranteeing a customized experience with every login. This customization includes options for selecting which columns to show, defining the sorting order—whether ascending or descending—and modifying the arrangement of various sections on the interface. Furthermore, this level of personalization not only boosts productivity but also ensures that each individual can operate in a manner that aligns with their specific working style. Ultimately, the Orion Practice Management System transforms the way legal professionals engage with their daily tasks, making processes more intuitive and user-friendly.
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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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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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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.
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ServiceaideServiceaide offers a user-friendly service management solution that can be deployed in a matter of weeks instead of taking months. You will experience a tangible return on investment with minimal administrative costs and swift implementation. This adaptable platform can be utilized either on-premises or through cloud services. Built on ITIL best practices, Serviceaide encompasses all the essential components your team needs. You have the flexibility to choose the environment that aligns with your technological, infrastructural, and compliance requirements. Furthermore, Serviceaide stands out as a comprehensive and cost-effective option, equipping IT personnel with the necessary tools to handle everything from ticketing to incident, change, and asset management efficiently. In addition to its robust functionalities, Serviceaide includes a virtual agent, self-service portals, and AI-driven features to enhance both analyst and user productivity. By automating processes across technical workflows and business services, organizations can significantly boost their operational agility. This makes Serviceaide not just a solution, but a strategic partner in driving business success.
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TrafficGuardTrafficGuard eliminates the anxiety associated with harmful traffic affecting the success of your advertising campaigns. Our cutting-edge technology, powered by machine learning and artificial intelligence, detects and prevents both straightforward and intricate fraudulent traffic in real time, guaranteeing that your advertising budget focuses on authentic, high-quality clicks and conversions. This not only results in improved campaign performance but also boosts your return on ad spend (ROAS). With this comprehensive solution, every dollar of your advertising investment is protected, enabling you to focus on achieving your marketing goals without worry. Allow TrafficGuard to manage ad fraud protection, empowering you to oversee your Google Search (PPC) campaigns, mobile user acquisition initiatives, affiliate expenditures, and social media promotions with ease. Moreover, we offer expert campaign management and outstanding customer support, solidifying our position as a trustworthy ally for all your ad fraud protection requirements. By choosing TrafficGuard, you also gain access to insightful analytics that can further inform your marketing strategy.
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QuickAppsQuickApps serves as a robust no-code solution for developing SharePoint applications and automating business processes, featuring powerful web applications. This platform empowers business professionals to swiftly create applications and streamline workflows with an impressive 80% reduction in development time, all through an intuitive point-and-click interface. By simplifying and expediting the app creation process, QuickApps plays a crucial role in the digital transformation of organizations. It is compatible with both SharePoint On-Premise and SharePoint Online, allowing users to: Design insightful dashboards and charts, Automate the generation of business reports, Consolidate and aggregate data, Develop dynamic navigation and forms. With over 75,000 professionals and more than 200 organizations already leveraging QuickApps, it is evident that this solution significantly enhances and simplifies the app development experience on SharePoint, making it accessible for everyone involved.
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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.
What is GoSystem Tax RS?
Thomson Reuters GoSystem Tax RS emerges as the premier selection for corporate tax departments, favored by the leading 100 CPA firms in the sector. Its adaptable design makes it suitable for the operational needs of firms of any scale. This multifaceted software supports clients in filing a range of returns, including multitiered consolidated corporate returns, life insurance returns that feature mixed group filings, and tax equalization returns. By functioning entirely online, it lowers maintenance expenses, alleviates storage issues, and offers confidence through consistent business continuity. It is adept at handling complex tax return procedures, especially those related to multitiered consolidated returns for corporations and partnerships. Teams can collaborate simultaneously on a single return, allowing each member to focus on their unique tasks without delay. Additionally, it protects your confidential information with multiple security measures, which include network security, virus defenses, and sophisticated encryption techniques. This all-encompassing strategy not only boosts efficiency but also encourages teamwork within tax departments, ultimately leading to improved overall performance and client satisfaction.
What is FileInTime?
File In Time is a user-friendly software solution designed to streamline the management of task assignments and deadlines related to filing, guaranteeing that no critical dates are missed and boosting operational efficiency. This tool enables you to easily monitor your workload, regardless of how many returns you process or clients you handle. It also facilitates the smooth transfer of finished tasks into a due date list for future periods or years, helping you maintain organization. You can track the progress of each task using as many as 40 different monitoring fields, simplifying the management of ongoing projects. Moreover, the platform provides pre-set due dates for almost 200 federal and state income tax returns, while also offering the option to create customized services that cater to your specific requirements. Each task generated for your office responsibilities is distinctly labeled with client details, key dates, and the type of service being provided, whether it’s related to tax filing or a client meeting. This comprehensive system not only promotes efficient and effective operations within your firm but also enhances time management and boosts client satisfaction, ultimately leading to a more productive work environment. As a result, you can focus more on delivering quality service while the software takes care of the logistical details.
Integrations Supported
GoFileRoom
SafeSend
Workpapers CS
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$199 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
Thomson Reuters
Date Founded
2008
Company Location
Canada
Company Website
tax.thomsonreuters.com/us/en/cs-professional-suite/gosystem-tax-rs
Company Facts
Organization Name
TimeValue Software
Date Founded
1984
Company Location
United States
Company Website
www.timevalue.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
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