Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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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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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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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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ConnectWise SIEMWith co-managed threat detection and response, deployment can occur in any location. ConnectWise SIEM, which was previously known as Perch, is a co-managed platform for threat detection and response, backed by a dedicated Security Operations Center. This solution is crafted to be both flexible and scalable, catering to businesses of all sizes while allowing customization to meet individual requirements. By utilizing cloud-based SIEM solutions, the time needed for deployment is significantly shortened from several months to just minutes. Our Security Operations Center actively monitors ConnectWise SIEM, providing users with access to essential logs. Additionally, threat analysts are available to assist you immediately upon the installation of your sensor, ensuring prompt support and response. This level of accessibility and expert guidance enhances your security posture right from the start.
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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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MEXCFounded by skilled quantitative trading professionals from major financial hubs including Wall Street, Europe, and Japan, MEXC (formerly MXC) operates as a decentralized entity focused on providing secure, efficient, and user-friendly cryptocurrency trading services for digital asset enthusiasts worldwide. The MEXC platform encompasses five unique business models: Spot Trading, C2C, Derivatives, PoS Pool, and MXC Labs. Utilizing a high-performance mega-transaction matching engine and a distributed "Super Node" initiative, it fosters strong community governance. In addition, the protection of assets is entrusted to leading security firms such as Palmim and Knownsec. MEXC distinguishes itself as a platform deeply rooted in cryptocurrency and backed by experienced blockchain industry experts from renowned financial centers. By emphasizing safety and user satisfaction, MEXC strives to offer smarter and more accessible exchange solutions while aiming to establish itself as a premier cryptocurrency exchange globally. The organization also actively pursues innovation and remains responsive to the dynamic requirements of the cryptocurrency landscape, ensuring it stays ahead in a competitive market.
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JSCAPE MFT ServerJSCAPE offers a Platform Independent Managed File Transfer Server that serves as an excellent choice for government entities and corporations aiming to streamline their operations while ensuring secure, reliable, and efficient file transfers. It adheres to all necessary compliance standards such as SOX, PCI DSS, and HIPAA, making it a trustworthy option for sensitive data handling. By centralizing and managing file transfers, organizations can tackle various business challenges more effectively. The solution can be implemented in cloud, on-premises, or hybrid cloud settings, providing flexibility tailored to unique organizational needs. Business processes can be automated using triggers, eliminating the need for complex custom scripts. Furthermore, JSCAPE's mobile clients for iOS and Android facilitate easy file exchanges, while integration capabilities with Amazon and Google enhance regulatory compliance. The mobile user authentication system for both iOS and Android devices is designed to be both user-friendly and robust, ensuring security without sacrificing accessibility. With these versatile features, JSCAPE stands out as a comprehensive solution for modern file transfer requirements.
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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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QuickFeeQuickFee (ASX: QFE) stands out as a leading provider of payment, financing, and accounts receivable automation solutions specifically designed for firms in the professional services sector. Our platform streamlines the Accounts Receivable process and accelerates revenue growth by seamlessly integrating various online payment options and comprehensive invoicing tools into your practice management system. With QuickFee, businesses can look forward to reduced aging receivables, improved cash flow, and increased client spending. Clients enjoy the convenience of paying through credit or debit cards, ACH/EFT transfers, or QuickFee's innovative financing solution, which enables them to manage their invoice payments over a period of 3 to 12 months, allowing firms to receive the full payment upfront without incurring additional costs. Operating in both the United States and Australia, QuickFee is committed to delivering scalable, economical solutions backed by outstanding customer service, ensuring that professional firms can thrive in today’s competitive environment. Additionally, our focus on technology and user experience continues to drive innovation in the payment processing industry.
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GoAnywhere MFTGoAnywhere MFT provides businesses with a reliable solution for secure file transfers. This software can be utilized in various environments, including on-premise, cloud, or hybrid setups. It enables organizations to safely share data among employees, clients, trading partners, and different systems. Additionally, GoAnywhere MFT has been recognized with the Cybersecurity Excellence Award for its excellence in secure file transfer capabilities, highlighting its effectiveness in the industry. This recognition underscores the software's commitment to maintaining high security standards in data exchange.
What is SafeSend?
SafeSend is dedicated to transforming the tax and accounting sectors through the use of cutting-edge technologies designed to enhance practitioner efficiency and improve client service. Our innovative solutions empower tax professionals and accounting firms to streamline their processes and increase productivity.
We offer essential technology tools tailored specifically for the accounting and tax industries. Our flagship product, SafeSend Returns®, has garnered multiple accolades, including the CPA Practice Advisor Technology Innovation Award, and has fundamentally changed how accounting firms compile and securely transmit tax return packages to their clients. Additionally, we provide TicTie Calculate®, a plug-in for Adobe® Acrobat®, designed for accountants, alongside SafeSend Exchange™, a secure system facilitating two-way file sharing. Together, these tools represent our commitment to advancing the field and supporting professionals in their work.
What is Clarity Practice Management?
Clarity Practice Management (CPM) is an innovative client-centric software-as-a-service solution tailored specifically for CPAs, accountants, tax preparers, and firms of varying sizes. This platform not only enhances the overall value of your practice but also reduces the strain of non-billable management tasks that often take up precious time. The concept for Clarity Practice Management emerged from a genuine connection between an accountant and their client nearly ten years ago. With CPM, both service providers and clients can interact effortlessly through a singular, intuitive platform, distinguishing it from other available services in the market. This groundbreaking solution not only simplifies communication but also nurtures a more efficient and cooperative atmosphere for everyone involved, ultimately leading to improved outcomes for both clients and accountants alike. By integrating various functions into one cohesive system, CPM enables professionals to focus on what they do best—serving their clients effectively.
Integrations Supported
Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
GoSystem Tax RS
Lacerte
Microsoft Outlook
Service Center
UltraTax CS
Integrations Supported
Adobe Acrobat
CCH Axcess Tax
CCH ProSystem fx
GoSystem Tax RS
Lacerte
Microsoft Outlook
Service Center
UltraTax CS
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$50 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
SafeSend
Date Founded
2008
Company Location
United States
Company Website
safesend.com
Company Facts
Organization Name
Clarity Practice Management
Company Location
United States
Company Website
www.claritypracticemanagement.com
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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
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
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
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 Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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
