Ratings and Reviews 0 Ratings
Ratings and Reviews 1 Rating
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.
-
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.
-
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.
-
CompanyCamCompanyCam is a photography-focused platform designed exclusively for contractors. It enables users to capture an unlimited number of photos that are tagged with the date and location, securely uploaded to the cloud for storage. Each image is systematically categorized by project, providing your team with immediate access to important visuals, ensuring you can monitor progress from any location at any time. Additionally, this tool enhances collaboration and communication among team members, making it easier to keep everyone on the same page.
-
myACIACI Learning delivers hands-on IT and cybersecurity training that goes beyond theory—helping learners build real, job-ready skills that stick. Our approach is practical and results-driven, combining immersive virtual labs, certification prep, and instruction led by seasoned industry professionals who understand what it takes to succeed in the field. Whether you’re managing a team or investing in your own growth, myACI—ACI Learning’s all-in-one training platform—bridges the gap between learning and doing. It’s designed to transform knowledge into measurable performance, empowering learners to apply what they’ve learned immediately on the job. myACI keeps engagement high with expert-led video content, gamified elements like skill points, and learning paths. For leaders, robust dashboards and analytics make it easy to assign training, track progress, and connect learning to business outcomes. Enterprise-ready and globally trusted, myACI also offers Marketplace access to expand training beyond IT and cybersecurity. Scalable, flexible, and built for today’s workforce, ACI Learning helps you build a stronger team and prove the ROI of every training initiative.
-
Centrex SoftwareOur robust Customer Relationship Management (CRM) system is designed to enhance productivity, boost revenue generation, and foster better customer engagement. You can effectively oversee your advance and loan portfolio while benefiting from seamless integration with ACH processors. The platform also features a broker portal and comprehensive syndicate reporting capabilities. Engage your audience through email and SMS campaigns, manage incoming and outgoing SMS communications, and monitor email open rates, among various other features. ClixSign® facilitates the electronic signature process for any document, allowing you to track when up to eight signers have viewed and signed them. Your clients can utilize a personalized portal that enables them to upload necessary documents, check messages, and monitor their balances and payments. With our cutting-edge contact and deal management software, you gain a clear view of the entire sales pipeline. Additionally, Centrex Software specializes in providing tailored software development services, aiding clients in creating web and mobile applications for a wide range of needs, ensuring that they have the right tools to succeed in their business endeavors. This combination of features and services empowers companies to operate more efficiently and effectively.
-
Adobe AcrobatAdobe Acrobat Studio is a powerful document management and AI-powered platform and one of the leading enterprise document platforms that scales for global teams — providing everything needed to create, edit, convert, share, and secure PDF files. It allows users to modify text and images directly within PDFs, rearrange pages, add comments, and compare document versions for precise change tracking. With seamless conversion capabilities, files can be transformed between PDF and formats such as Word, Excel, PowerPoint, and images in just a few clicks. Acrobat Studio's AI Assistant elevates productivity by generating summaries, extracting key insights, and answering questions with source-linked citations. PDF Spaces introduces a collaborative environment where teams can centralize project files, add notes, and interact with AI across multiple document types. The Generate Presentation feature transforms documents into polished, branded decks using Adobe Express — no design skills required. Integrated e-signature tools enable organizations to send, collect, and monitor legally binding signatures securely. Security features including password protection, redaction, and restricted editing keep sensitive information protected.
-
Proton DriveProton Drive is a secure cloud storage and collaboration platform built for professionals who manage sensitive data. Whether you’re sharing internal documents, legal contracts, or client files, Proton Drive keeps your data private — by default. Files are encrypted on your device before upload, and only you and your collaborators can access them. Even Proton can’t read your files. You can set passwords, add expiration dates, or revoke access instantly — so you’re always in control. Each user gets 1 TB of storage, with the flexibility to add more as your team or projects grow. Designed and hosted in Switzerland, Proton Drive is developed by the team behind Proton Mail and Proton VPN — trusted by over 100 million users worldwide. We’re independent, open source, and committed to keeping your data safe from surveillance and vendor lock-in. Proton Drive helps you stay compliant, with support for: - GDPR, HIPAA, ISO 27001, NIS2, and DORA - Verified SOC 2 Type II audits - No complex setup. No third-party tools required. Built for security teams, law firms, healthcare providers, consultancies, and privacy-conscious organizations of all sizes.
-
Foxit Document Workflow APIsFoxit provides a powerful portfolio of cloud-native APIs built to help organizations streamline, secure, and scale document-centric workflows. Leveraging flexible REST-based architecture, Foxit APIs enable developers to integrate document creation, conversion, extraction, signing, and viewing capabilities directly into their applications—driving greater efficiency and reducing operational complexity. The Foxit PDF Services API supports high-volume PDF processing tasks such as conversion, extraction, optimization, and redaction. The Document Generation API automates the creation of customized PDFs and DOCX files using dynamic templates and real-time data sources. The Foxit eSign API embeds compliant, legally binding eSignature workflows with advanced audit and tracking features. The PDF Embed API enables fully customizable in-app PDF viewing with support for annotations, forms, and secure access controls. Together, Foxit APIs deliver a secure, scalable foundation for end-to-end document automation and digital workflow transformation.
What is Truss?
Truss is an automated platform meticulously crafted for tax professionals, enhancing the workflow related to tax documentation. It encompasses the full document lifecycle by facilitating secure requests, organization, annotation, delivery, and efficient storage of client files. The platform utilizes AI-driven, customized checklists derived from tax preparation software to ensure that clients receive only pertinent requests; it automatically categorizes and renames client-uploaded files, transforms various image formats into PDFs suitable for tax preparation, and offers e-signature support for added convenience. Furthermore, Truss sends out automated reminders to clients and enables easy uploads without the need for account registration. It integrates smoothly with widely-used tax preparation software such as Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX to improve overall usability. With a strong focus on security, Truss upholds SOC 2 certification and incorporates AES-256 and Bcrypt encryption, conforms to OWASP-style standards, and ensures that client data is never used for training any large-scale models. In addition to its robust security measures, Truss's dedication to streamlining processes makes it an essential tool for tax professionals aiming to enhance their operational efficiency. This unique combination of features positions Truss as a leader in the realm of tax documentation management.
What is Pascal Workflow?
Organize your practice and collaborate seamlessly by utilizing all the crucial tools necessary for growth. Maintain a centralized location for tracking conversations, emails, notes, and interactions with clients and colleagues. Access all client-related information conveniently from a single interface. Effortlessly create persuasive proposals for clients and prospects alike. Simplify engagement letters to guarantee clear communication. Your team's productivity will be significantly improved with a workflow that is both intuitive and easy to navigate. Ensure that no client tasks are overlooked with our innovative agenda dashboard, which keeps every team member informed about their daily obligations. Our solution takes a holistic approach to tax return delivery, extending beyond just form 8879. Offer clients straightforward instructions for every form they must complete, including payment vouchers and estimated payment vouchers. Easily secure digital signatures on 8879 and any other personalized documents. This system supports both US and Non-US based firms, providing flexibility in its application. Moreover, it includes KBA for IRS compliance, allowing you to upload nearly any document to efficiently collect signatures. This all-encompassing platform not only increases efficiency but also elevates client satisfaction, making it an essential resource for your practice's success and growth. With these tools at your disposal, you can focus more on building relationships and driving results.
Integrations Supported
ATX
Axcess Merchant Services
CCH ProSystem fx
Drake Tax
Intuit ProSeries Tax
Lacerte
Integrations Supported
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
API Availability
API Availability
Pricing Information
Pricing not provided
Pricing Information
$45 per month
Free Version
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
On-Site Training
Company Facts
Organization Name
Truss
Date Founded
2022
Company Location
United States
Company Website
gettruss.io
Company Facts
Organization Name
Pascal Workflow
Company Location
United States
Company Website
www.pascalworkflow.com
Categories and Features
Categories and Features
Accounting Practice Management
Billing & Invoicing
Client Management
Client Portal
Document Management
For CPA Firms
Project Management
Tax Practice Management
Client Management
Client Portal
Document Management
Workflow Management