Ratings and Reviews 1 Rating
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
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.
-
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.
-
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.
-
MobiOffice (formerly OfficeSuite)MobiOffice, which was previously known as OfficeSuite, serves as a user-friendly office suite alternative, boasting a user base exceeding 250 million individuals across 195 nations. It is compatible with multiple operating systems including Windows, Android, iOS, and macOS, and features essential applications such as MobiDocs, MobiSheets, and MobiSlides. This suite enables effortless management of text documents, spreadsheets, and presentations, ensuring compatibility with all prominent file formats like Microsoft Office (DOCX, ODT, PPTX), Google (Docs, Sheets, Slides), and Apple iWork among others. Delve into each application: MobiDocs allows for the creation and editing of documents, complete with a wide range of formatting options. MobiSheets is designed to streamline data management and analysis, enabling users to visualize insights and generate reports with ease. MobiSlides helps in creating captivating presentations through customizable templates and multimedia support. Additionally, MobiOffice seamlessly integrates with MobiDrive, the cloud storage service from MobiSystems, facilitating effortless document storage and synchronization. You can take advantage of a 7-day free trial to discover how this office suite can cater to your specific requirements. Optimized for all major platforms, MobiOffice offers its components—MobiDocs, MobiSheets, and MobiSlides—either as a comprehensive suite or as individual applications on Windows, providing customized and cost-effective solutions to meet diverse user demands. Furthermore, its user-friendly interface ensures that even those new to office suites can navigate the software with confidence.
-
CareLineLiveCareLineLive is an all-in-one, cloud-based homecare management platform trusted by over 700 home care agencies and domiciliary care providers across the UK and Australia. The platform covers rostering, scheduling, care planning, care monitoring (ECM), eMAR, payroll, invoicing and the Care Circle portal for friends and family. Subscription includes CQC (Care Quality Commission) and CIW (Care Inspectorate Wales) compliance tool MOA Benchmarking to deliver a solution combining both homecare management and compliance. Customers find the comprehensive functionality easy to use because of the intuitive user interface and enjoy excellent day-to-day support which is recognised by CareLineLive’s high rating on Trustpilot. CareLineLive is an NHS England Assured Supplier for Digital Social Care Records (DSCR). CareLineLive is accredited to ISO 27001 (Information Security), ISO 9001 (Quality Management), and Cyber Essentials Plus. In addition to being hosted on secure AWS servers with data stored in the UK (or Australia for customers there) for data sovereignty. Founded in 2014, CareLineLive is led by Managing Director Josh Hough and is headquartered in West Sussex with offices in London and Melbourne. CareLineLive is part of MAS Technicae Group and received majority investment from technology-focused investment firm Accel-KKR in June 2025. Sister companies under the same group include compliance specialist MOA and Australian aged care software provider Health Metrics. CareLineLive includes: Electronic Medication Administration Records (eMAR) for medication management Care rostering software with AI-assisted scheduling Carer Companion mobile app for Android & iOS Care Circle Portal for family member access GP Connect integration for NHS patient records Payroll and invoicing automation CQC compliance tools for UK care providers Fully managed handsets with remote wipe MOA Benchmarking's audit tool for CQC/CIW compliance
-
iPlumiPlum offers a mobile-centric solution tailored for business professionals, providing a dedicated line equipped with calling, texting, and comprehensive phone system features accessible on your smartphone, whether for individuals or enterprises. This service functions seamlessly with your current mobile carrier, requiring no changes, and is designed for ease of use while incorporating robust enterprise-level security measures. Healthcare professionals benefit from the platform's HIPAA compliance, while those in the financial and legal sectors can ensure adherence to mobile communication regulations. Businesses are equipped with a variety of advanced functionalities including auto-attendant services, call extensions, call recording capabilities, transcriptions, and automated text replies, ensuring prompt communication during business hours. Additionally, a centralized portal streamlines team organization and allows for management of iPlum users through different profiles and permission levels via a corporate account. With iPlum, businesses can enhance customer relations by automatically sending personalized business messages, demonstrating a commitment to customer care and effective communication. This innovative platform not only streamlines communication but also elevates the professionalism of your business interactions.
-
JobmaJobma is an intelligent AI video interviewing platform trusted by companies globally. It offers a range of hiring automation tools, including asynchronous one-way video interviewing, live video interviewing, interview scheduling, assessment solutions, and more. The platform is built with ethical AI at its core, with features like AI scoring and proctoring designed to prevent unconscious bias in hiring and save hundreds of hours in hiring time. Customer support stays human and is available via live chat, email, and phone, for both employers and candidates. Jobma is SOC 2 Type II and ISO/IEC 27001 certified, and fully compliant with GDPR and CCPA, ensuring your data is secure, private, and protected at every step. Used by 3,000+ customers in over 50 countries and available in 16+ languages.
-
ISL Light Remote DesktopISL Light is an intuitive remote desktop application designed for users who prioritize security. With its exceptional value and performance, it serves as a robust tool for IT professionals and support teams to address issues from a distance through options like remote assistance, unattended access, or mobile screen sharing. The software is compatible across various platforms and features 256-bit encryption for secure sessions, along with all essential remote access functionalities. Additional capabilities include session recording, chat, video calling, multi-monitor support, file transfers, and comprehensive reporting. Users enjoy the flexibility of selecting between cloud-based or on-premise solutions. Notably, the ISL Online license imposes no restrictions on the number of clients, workstations, or users that can be supported, making it a versatile choice for diverse industries. This software is particularly trusted in sectors such as banking, healthcare, government, and insurance, where security and reliability are paramount. Its versatility and feature-rich design make ISL Light a valuable asset for any organization looking to enhance their remote support capabilities.
-
CapitalcoreCapitalCore serves as an online brokerage that facilitates Forex (CFD) and binary options trading, boasting some of the most competitive payouts in the market. Our platform grants access to a variety of global currency pairs for CFD trading and offers straightforward, rapid binary options. Traders can take advantage of prompt withdrawals, narrow spreads, and robust trading tools designed for optimal performance. With a diverse selection of account types and personalized support, we strive to assist traders at all experience levels in reaching their financial aspirations. At CapitalCore, we focus on providing a smooth trading journey by presenting an intuitive interface, rapid trade execution, and up-to-the-minute market data. Our sophisticated analytical tools and indicators enable traders to make informed decisions confidently. Whether you favor manual trading techniques or automated approaches, our platform accommodates all trading preferences. We also emphasize the safety of client funds through top-notch encryption, secure payment options, and negative balance protection, ensuring peace of mind for our users. Furthermore, we provide our clients with a wealth of educational materials that include market insights, daily analyses, webinars, and expert trading tactics to refine their abilities. Our dedicated multilingual customer support team is available around the clock to address any questions, thereby guaranteeing a seamless and effective trading experience for everyone involved. Ultimately, we aim to foster a vibrant trading community where individuals can thrive and achieve their financial goals.
-
Fax.CloudFaxCloud is a cutting-edge, cloud-driven fax service utilizing Microsoft Azure in Canada, enabling users to easily send and receive faxes via SMTP email, a web interface, tablets, or smartphones, thus removing the reliance on traditional fax machines and phone lines. This solution offers secure, private access and is tailored for sectors including finance, healthcare, education, government, and manufacturing, serving as a cost-efficient substitute for standard fax servers. Boasting an intuitive web interface, the platform also provides extensive customer support, complete with case tracking and a setup process designed to fit the operational schedules of various organizations. Typically, onboarding is completed within 30 days, and the service is dedicated to delivering excellent support through appointed administrators and collaborations with partner vendors. Users can confidently exchange sensitive documents and permits across different departments or regions, streamlining the transfer of transcripts, student records, and enrollment papers. Furthermore, the adaptability of this platform empowers users to handle their faxing tasks from any location, thereby boosting overall productivity and efficiency. With its emphasis on security and convenience, FaxCloud stands out as a modern solution for fax communication in today’s digital landscape.
What is MyTAXPrepOffice?
MyTAXPrepOffice revolutionizes your tax season with efficient workflows aimed at maximizing time savings. The client information sheet connects effortlessly with both federal and state returns, creating a seamless processing experience. Users have the option to navigate through forms step by step or choose specific forms for expedited electronic filing. Our customer support team is always on hand through online chat, email, or phone to tackle any concerns you may encounter. Moreover, we provide live webinars, integrated training videos, and remote access to guarantee that help is readily available. With 24/7 live chat during peak tax season and minimal wait times, our support stands out in the industry. You can work from virtually anywhere, at any time, using a range of devices such as PCs, Macs, tablets, and smartphones. This flexibility allows you to effectively address client inquiries whether you are at the office, on the road, or telecommuting. Additionally, our offline mode lets you maintain productivity even when your internet is not available. MyTAXPrepOffice is outfitted with numerous productivity tools that facilitate quick and accurate tax preparation. We take pride in delivering outstanding customer support along with a user-friendly, professional product that is competitively priced, ensuring you receive excellent value for your investment. Our dedication to constant improvement reflects our commitment to seeking feedback for further enhancing your experience. By prioritizing user satisfaction, we strive to create a solution that meets your evolving needs.
What is AirFP?
Discover how Air Financial Partners (AirFP) can play a crucial role in building a successful tax practice or improving an existing one, alongside strategies to take your tax preparation services to new heights! Start providing bank product settlement options immediately and enjoy the perks of unlimited free e-filing included with every professional tax software license, potentially leading to significant cost savings. Our extensive training program covers everything from establishing an e-services account to submitting ERO file applications, ensuring your tax office runs smoothly so you can focus on maximizing profits. AirFP is dedicated to offering essential services and support that facilitate client retention. Our innovative team of tax experts is committed to promoting your growth for the long term. Moreover, our effective turn-key marketing program is designed to consistently draw in new tax preparation clients, amplifying the visibility of your outstanding services. With solutions available for both desktop and online platforms tailored for multi-location tax preparation businesses, AirPTS 1040 Professional Tax Software integrates seamlessly with your operational framework while boosting your efficiency. This holistic strategy empowers you not just to meet but to surpass your clients' expectations, positioning your business for continued success in a competitive market. Embrace the future of tax preparation with AirFP and watch your practice flourish like never before.
Integrations Supported
TaxDome
API Availability
Has API
API Availability
Has API
Pricing Information
$495 per year
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
Advanced Tax Solutions
Company Location
United States
Company Website
mytaxprepoffice.com
Company Facts
Organization Name
Air Financial Partners
Company Location
United States
Company Website
www.airfp.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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management