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What is Sidesheet?

Sidesheet converts business tax returns into structured financial documents spanning multiple years, specifically designed for business valuation specialists, business brokers, and their firms. Users have the ability to upload tax forms such as 1120, 1120-S, or 1065, whether in scanned format or electronically filed, accommodating both single-year and multi-year data. The system adeptly extracts pertinent lines from the returns, organizing the information year by year, while linking each number back to its respective page on the return for straightforward confirmation. It also detects any discrepancies in the figures and offers explanations for these differences, enabling users to conduct a comprehensive assessment of the data and seamlessly export it to Excel. Importantly, client returns are kept private, as they are processed and stored exclusively within the United States, remain inaccessible to other firms, and can be deleted by users at their discretion; furthermore, two-step sign-in is automatically enabled to bolster security. Currently, the service is in a private beta stage, with a pricing model based on the volume of returns processed, rather than user count. This cutting-edge solution enhances the efficiency of the financial review process, while simultaneously maintaining a robust standard of privacy and data security for its clients, ensuring their sensitive information is well-protected throughout the entire transaction.

What is Banker Valuation?

Our valuation tool takes a thorough approach, integrating all three valuation methods to provide accurate and reliable assessments that our clients depend on for making well-informed lending decisions. Our subscriber base is diverse, including not only bank and non-bank lenders but also CDCs, CDFIs, loan packagers, and numerous lending service providers. At Banker Valuation, we are dedicated to ensuring that our business valuation tool, along with its methodologies and underlying technology, remains in sync with the latest financial and technological innovations, thus maintaining the integrity, precision, and security of our platform. This unwavering commitment allows us to deliver the most efficient internal valuation resource on the market. Furthermore, we advocate for clients to confirm purchase prices prior to hiring costly third-party valuation firms, making our offerings both economical and expansive for a reasonable annual fee. By doing so, we become an indispensable asset for those aiming to enhance their lending procedures. Our goal is to empower our clients by providing them with the tools they need to navigate the complexities of the lending landscape effectively.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$1,195 per user per year

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

UNTAP LLC

Company Location

United States

Company Website

sidesheet.co

Company Facts

Organization Name

Banker Valuation

Company Website

www.bankervaluation.com

Categories and Features

Business Valuation

Not specified

Categories and Features

Business Valuation

Not specified

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