Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
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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.
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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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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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ARGOS IdentityARGOS Identity helps compliance and operations teams verify people and review documents with two products: ARGOS ID Check and ARGOS Omni. With ARGOS ID Check, users verify themselves in a hosted flow: they capture their ID, take a selfie and pass a liveness check, and the result arrives as approved, rejected or pending. Behind it, ID Check reads 4,000+ ID document types from 200+ countries, checks the ID for forgery, matches the face to the ID photo, screens users against sanctions and PEP lists and keeps monitoring them. Your team sets the approval thresholds and custom policy rules, and cases that need judgment go to reviewers as pending. With ARGOS Omni, a Review Ops Agent, reviewers write their criteria in plain language. Omni turns them into a playbook and reviews each case the way the team would: it checks that the required documents are there, extracts and compares the data, screens names against AML watchlists, and returns verified, rejected or pending_review with the reason and evidence for every decision. Teams use it for business customer onboarding (KYB), vendor onboarding, corporate telecom subscription review and insurance claims. Pricing is usage-based and quoted by sales.
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FolksMost HR software is built for the US market and adapted for Canada as an afterthought — missing native payroll compliance, storing data on American servers, and offering no French-language support. Folks is different. A Canadian-owned platform designed from day one for the way Canadian businesses actually run. Folks handles CRA-compliant payroll natively: automatic T4 and RL-1 generation, ROE filing to Service Canada, CPP/QPP/CPP2 and EI deductions, multi-province tax calculations, WSIB/WCB, Ontario EHT, and direct deposit — no third-party payroll provider needed. The platform also covers HRIS, applicant tracking with AI-powered candidate matching and integrations with Indeed, LinkedIn, Jobillico, and Talent.com, plus performance management with 360° evaluations. SOC 2 Type 2 certified, with all data hosted exclusively in Canada — governed by PIPEDA and provincial privacy laws, not the US CLOUD Act. Fully bilingual in English and French. Plans start at $6/employee/month. 1,200+ Canadian SMBs across manufacturing, construction, healthcare, non-profit, and professional services already made the switch.
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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.
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AcadiaAcadia engages directly with your team on the frontline, offering timely on-the-job support exactly where it is necessary. As the Connected Worker Platform tailored for enhancing Employee Productivity, Acadia’s web-based solution simplifies the process of standardizing policies and procedures, ensuring that frontline workers have access to the information they need, regardless of their work environment. By integrating videos, images, and various job aids, Acadia supports precise execution of tasks, allowing your team to perform critical duties accurately, every single time. With dynamic reporting capabilities, you can measure both individual and team performance, making it straightforward to monitor compliance and identify gaps within your workforce. Say goodbye to cumbersome spreadsheets and gain instant visibility into your team's skills with our comprehensive tracking matrix. Equip your employees with all the necessary resources to excel in their roles, whether they are on the factory floor, working in an office, or operating in the field. Clients utilizing Acadia’s digital work instructions report significant improvements in employee productivity, achievement of efficiency targets, and greater consistency within their operations. Experience a wide range of positive operational outcomes as you invest in enhancing your employees’ skills and capabilities, ultimately fostering a more productive and cohesive workplace environment.
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FDM4Gaining a deep insight into a company necessitates delving into its internal dynamics. Our corporate video offers a unique glimpse into the FDM4 International office, highlighting our committed team and the fundamental principles that guide our operations. We deliver a holistic solution that merges software, hardware, development, and design to effectively tackle your business obstacles. Uncover more about FDM4 and the steadfast dedication we have towards enhancing your business development. One of the most challenging aspects of choosing a software solution is finding one that meets your unique needs while conforming to industry benchmarks. At FDM4, we have proactively addressed this issue; thus, our software is crafted to be adaptable and multifunctional. We serve a diverse array of sectors, whether they encompass apparel, hard goods, or consumer products. The true essence of a company is often reflected in its clients’ satisfaction, which is why we invite you to delve into the success stories of those who have collaborated with FDM4. We not only provide the necessary software but also the unwavering support essential for your business to flourish. By selecting FDM4, you are not merely opting for a service; you are becoming part of a community dedicated to shared success and innovation, ensuring that your journey with us will be rewarding. Together, we can pave the way for transformative growth and achievement in your industry.
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WallesterWallester is an Estonian-licensed financial institution and has been an official Visa partner since 2018, specialising in innovative digital financial solutions and card issuance. We empower companies across the European Economic Area (EEA) and the UK to streamline payments, launch branded cards, and scale efficiently. What we do: White-Label Solution with Embedded Finance Our solution enables businesses to integrate financial services directly into their platforms—a concept known as embedded finance. White-Label allows companies to launch branded payment cards tailored to their specific needs, enhancing customer experiences and opening new revenue streams. We ensure a swift time-to-market with simplified integration and dedicated support from our implementation team. Wallester Business: Corporate Expense Management It is designed to modernise corporate expense management. Wallester Business provides companies with instant access to virtual and physical Visa cards, streamlining financial processes through a modern app and comprehensive portal. Features include expense tracking, budget analytics, and seamless integration with accounting systems to enhance financial oversight and efficiency. Discover how Wallester can transform your financial operations and drive your business forward. Learn more and follow us on LinkedIn, Instagram (@wallester_com) or Facebook (@Wallester).
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Notifii TrackNotifii Track is an innovative cloud-based software designed for tracking packages in various settings such as apartment offices, university mailrooms, and corporate mailrooms. The system allows for swift logging of incoming packages, ensuring recipients are promptly notified through email or text messages. It also provides the capability to capture signature proof of both pickup and delivery, enhancing accountability. Not only does Notifii Track save time by allowing packages to be scanned in mere seconds, but it can be accessed conveniently through any web browser or mobile device running iOS or Android. Plus, users can take advantage of a 30-day free trial to experience its features firsthand. This makes it an ideal solution for managing package logistics efficiently across different environments.
What is UFileT2?
UFileT2 is a specialized software tailored for the efficient preparation and submission of corporate tax returns in Canada. It provides free EFILE services for corporations filing online and employs a guided interview format specifically designed for incorporated businesses, assisting users in accurately completing their corporate tax returns. Much like UFile's platform for individuals, UFileT2 streamlines the process of filing corporate taxes, making it both quick and intuitive. This software functions entirely online, negating the necessity for downloads or installations, and guarantees automatic updates in response to shifts in federal and provincial budgets. Furthermore, it allows for the seamless transfer of your permanent information and tax carryforwards year after year. UFileT2 enables you to independently handle your incorporated tax return preparation, facilitating the electronic submission of your corporation's tax return through T2 Corporation Internet Filing. If your business qualifies as an incorporated entity, you can leverage UFileT2's robust features. Instead of navigating the complexities of manual tax return completion, enhance your filing experience with UFileT2, ensuring you fulfill all required obligations effortlessly. With its intuitive design and extensive support mechanisms, UFileT2 emerges as a dependable option for corporate tax preparation, enhancing both efficiency and accuracy in the tax filing process. By utilizing this software, corporations can save valuable time and resources while confidently managing their tax obligations.
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.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
API Availability
Pricing Information
Pricing not provided
Free Version
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Not specified
Customer Service / Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Company Facts
Organization Name
UFile
Company Website
www.ufile.ca/products/ufilet2
Company Facts
Organization Name
UNTAP LLC
Company Location
United States
Company Website
sidesheet.co
Categories and Features
Corporate Tax
Data Import / Export
Data Verification
Electronic Filing
Categories and Features
Business Valuation
Not specified