Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
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.
-
OneTimePIMOneTimePIM has unveiled a revolutionary method for managing product information, now highlighted on Slashdot. Our platform serves as a comprehensive resource for all your product data requirements, facilitating smooth distribution across various channels while featuring premium e-commerce integrations. Key Highlights: * Comprehensive Package: Enjoy free setup, training, and ongoing support to fully leverage the capabilities of PIM. * Advanced Features: Our offerings include an AI assistant for generating product descriptions and image captions, a sophisticated media management system, automated datasheet creation, and a unique spreadsheet interface, all designed to enhance your operational effectiveness. * Flexible Integration: Easily connect with your website through APIs, and seamlessly integrate with prominent e-commerce platforms such as Shopify, WooCommerce, and Magento. It also syncs with ERP systems to create a cohesive workflow. Our dedication to exceptional customer service is unmatched within the PIM sector. We prioritize building enduring relationships with our clients, which is why we provide complete setup, training, and support at no extra charge with every package. By choosing OneTimePIM, you embark on a transformative journey in product information management, where innovation, efficiency, and collaborative customer relationships come together to create unparalleled value. Additionally, our user-friendly interface ensures that even those new to PIM can navigate the system with ease.
-
QBenchQBench provides a comprehensive solution for monitoring all your samples and their positions within the workflow through a unified platform. By using QBench, you can forgo the traditional reliance on spreadsheets, shared network folders, and outdated paper tracking systems. The platform enables you to review numerous PDF reports and Certificates of Analysis (COAs) before finalizing or distributing them via email. You also have the option to create customizable barcodes and labels for your samples, ensuring compatibility with standard printers and scanners. Additionally, QBench features a billing module that streamlines the creation and dispatch of invoices directly from the system. Users can access data on counts and latencies for various data types within QBench, which encompasses metrics such as turnaround times, sample counts per test, delays, and more. This innovative tool simplifies the data collection process necessary for the assays conducted in your laboratory while enhancing overall efficiency. With QBench, managing your laboratory workflow has never been more straightforward and effective.
-
Time Tracker by eBillityStreamline your time tracking processes to enhance both efficiency and cost-effectiveness. The employee time tracking software is designed to monitor payroll, billing, productivity, and much more. With a focus on productivity and profitability, eBillity's Time Tracker was developed to make employee timekeeping straightforward for billing and payroll purposes. The platform offers flexible add-ons and customizable features, enabling you to adjust your account as your business expands. By doing so, you can minimize administrative burdens, boost accountability, and prevent time theft. This not only leads to increased profitability but also fosters stronger client relationships and simplifies tax preparation. You can analyze the effectiveness of your projects, employees, and clients with ease. Crafted with care, the software is user-friendly and provides precise billing and payroll for clients. Additionally, eBillity's time-tracking solution allows employees to log their time effortlessly from any device they have at their disposal, ensuring convenience and accuracy in tracking work hours. In a world where time is money, investing in such software can transform the way your business operates and thrives.
-
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.
-
FilejetFilejet simplifies the formation of new entities by handling all necessary documentation and fees for each of the 50 states on your behalf. Additionally, you can easily incorporate existing entities into the Filejet system, whether one at a time or in larger groups. The platform keeps you informed of important upcoming deadlines and enables you to settle fees for various states directly through its interface. With Filejet, you can efficiently oversee compliance requirements across different jurisdictions, submitting necessary documents and processing payments seamlessly. The platform also offers timely reminders for critical compliance tasks and milestones. Furthermore, you have the ability to add collaborators to any entity you oversee, allowing for the sharing of essential information. This integration allows you to automate your operations by consolidating all your business entities and clients within a single platform. Our system ensures you receive automated notifications, helping you stay on top of filing and payment deadlines across all states, thereby enhancing your operational efficiency. Ultimately, Filejet provides a comprehensive solution for managing your business compliance effectively.
-
AssembledWith Assembled, support leaders can unify human and AI agents in one intelligent platform that drives efficiency without compromising quality. Our technology enables over 50% automation of customer interactions, precise demand forecasting, and optimized staffing across in-house teams and BPO partners. From live workload balancing to AI agents that match your workflows and brand voice, Assembled ensures every chat, call, and email is handled with speed and consistency. Companies including Stripe, Canva, and Robinhood trust Assembled to elevate the customer experience and reduce operational costs. Core solutions span workforce and vendor management, real-time performance visibility, and AI Copilot — giving agents translation, reply suggestions, and instant task automation to resolve issues faster.
-
EASAEASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management. Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses. Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.
-
optivalue.aiStop letting RFPs, audits, and compliance questionnaires become a costly administrative burden that ties up your best experts. Optivalue.ai is designed to turn this process from a chore into a competitive advantage. Our intelligent platform automates information discovery and response drafting, slashing response times by up to 90%. This frees your most qualified team members to focus on the high-impact personalization that wins bids and ensures compliance. Optivalue.ai acts as an expert librarian for your entire knowledge base. It securely connects to your systems, reading and understanding every document to know precisely where the best information is. Submit any questionnaire and receive a complete, source-verified draft in minutes. But we go beyond simple automation to deliver proven answers. For perfect traceability and absolute confidence, every statement is backed by a precise citation—source document, page, and date. You don’t just answer correctly; you prove it. Furthermore, Optivalue.ai is your engine for organizational progress. It performs a proactive gap analysis—a true "pre-flight check" on your documentation—to identify weaknesses and inconsistencies before your clients or auditors do. The platform provides actionable recommendations that continuously build your team's expertise. By following these suggestions to update your internal documents, you drive lasting, measurable progress across your entire organization. Manage your data with total peace of mind. Optivalue.ai is built with enterprise-grade security, fully compliant with strict standards like GDPR, HIPAA, ISO, and FedRAMP. To simplify your decision and make your costs predictable, we’ve included a key advantage in all our plans: unlimited users and projects. Scale your operations without worrying about complex tiers or surprise fees. Start your 14-day free trial today. No credit card required. No commitment.
-
DronedeskDronedesk stands out as the most extensive and intuitive platform for managing drone operations available today, boasting an impressive 98% of users rating it as "great" or "excellent," along with a remarkable NPS of 80! This platform consolidates all necessary business administration and flight planning resources into one secure web application, effortlessly adapting to the needs of individual pilots as well as large enterprises. With Dronedesk, you have the ability to: - Ensure safety: Execute compliant drone flights with the help of advanced airspace intelligence, layered street and satellite maps, and real-time hazard data for both air and ground. - Maintain compliance: Keep thorough records of all components of your drone operations, including detailed flight plans, inventories of your fleet and equipment, and comprehensive flight logs. - Optimize your time: Eliminate the need for spreadsheets or document templates, as everything is recorded in one central location, accessible from any device with ease and immediacy. - Reduce costs: Many operators have reported an average savings of 51 minutes per job after transitioning to Dronedesk, and our handy calculator can help you determine your potential savings. - Expand your business: Generate quotes and invoices, discover tender opportunities, and streamline lead generation to enhance your business growth. By utilizing Dronedesk, you can transform how you manage your drone operations and experience significant improvements in efficiency and effectiveness.
What is Workpapers CS?
Thomson Reuters Workpapers CS significantly improves productivity by promoting efficient collaboration while overseeing documents and data from various origins. This system combines integrated research tools with powerful reporting capabilities, delivering a thorough solution for client advisory services and engagement. Teams can collaborate in real-time through a user-friendly interface, using a centralized database that removes the complications of syncing, importing, or exporting data. Whether utilized as a cloud solution or through local installation, Workpapers CS guarantees immediate access to vital information, which can greatly enhance your clients' operations. With its sophisticated binder organization, high adaptability, and environmentally friendly features, the platform streamlines workflows effectively. Users can conveniently import data from spreadsheets, swiftly confirm client balances, and seamlessly transfer that information to tax returns. In addition, all team members have the ability to access tax work papers and the trial balance concurrently, enhanced by role-specific dashboards that improve task management. By incorporating these advanced functionalities, Workpapers CS not only elevates overall efficiency but also fosters stronger collaboration among team members, creating a more cohesive work environment. Ultimately, this integrated approach allows firms to serve their clients better while optimizing internal processes.
What is OIC Tax Planner?
The OIC Tax Planner is a user-friendly desktop application that can be easily downloaded and installed on your computer, allowing for secure and localized management of client information. This all-inclusive software package comes equipped with essential tax representation forms and up-to-date IRS Offer in Compromise regulations. It is an invaluable asset for tackling various IRS collection issues, including Offer in Compromise, Installment Agreements, Currently Non-Collectible status, Spousal Defense, and Collection Due Process cases. Tailored for tax professionals who possess a moderate understanding of tax representation intricacies, the OIC Tax Planner has effectively aided many clients in securing IRS approvals for OICs, installment agreements, and uncollectable statuses. Moreover, the software offers automatic updates for forms and data tables to align with IRS changes, guaranteeing that users have access to the latest information. It also incorporates automatic calculations and computational wizards based on IRS Financial standards, streamlining the entire process. With its intuitive interface, the OIC Tax Planner not only simplifies tax resolution but also equips tax professionals with the tools needed to confidently navigate the complexities of tax-related matters, ultimately enhancing their practice's efficiency.
Integrations Supported
CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS
Integrations Supported
CCH ProSystem fx
GoSystem Tax RS
Intuit ProSeries Tax
Lacerte
Microsoft Excel
Microsoft Exchange
Microsoft Office 2021
Microsoft Word
UltraTax CS
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$45 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
Thomson Reuters
Company Location
United States
Company Website
tax.thomsonreuters.com/us/en/cs-professional-suite/workpapers-cs
Company Facts
Organization Name
iConcepts
Company Location
United States
Company Website
www.oictaxplanner.com
Categories and Features
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
Tax Planning
Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning
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