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Canopy 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.

Soraban 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.

Say goodbye to unwieldy spreadsheets and step into the future with Folks, the premier HR solution designed for professionals throughout Canada! Our all-encompassing software allows you to swiftly gather insights on your HR goals by centralizing all vital employee data onto one platform. Customize the onboarding experience to ensure it is both unique and engaging for new employees. Effortlessly track employee absences with our intuitive request system. Enable your team to unlock their full potential, facilitating their growth in tandem with your organization. With a range of filters at your disposal, you can easily locate candidate profiles within your application database. These profiles can be accessed directly on the platform and integrated into your hiring processes with a single click! Automatically channel applications from your career page into your ATS, while also maintaining communication with candidates via tailored emails or our selection of pre-made templates. This efficient process not only conserves time but also improves the recruitment experience for HR professionals and candidates alike, ensuring a smoother journey for everyone involved. Plus, with our innovative features, you'll be well-equipped to attract top talent in today's competitive job market.

Workable is recognized as the leading platform in recruitment and human resources management across the globe. We provide internal recruiters, hiring teams, and HR professionals with numerous resources to find highly qualified candidates, enhancing collaboration throughout the process of identifying, recruiting, onboarding, and managing exceptional talent. Companies utilizing Workable benefit from quicker transitions from job requisition to offer letters, thanks to our suite of automated and AI-enhanced tools that simplify candidate sourcing, improve decision-making, streamline the hiring process, and enhance employee management practices. Since its inception in 2012, Workable has significantly impacted the hiring processes of more than 27,000 organizations, assisting in the recruitment of 1.5 million candidates. Our international team of over 250 professionals operates from various locations including Greece, Australia, the United States, and the United Kingdom, catering to a wide range of clients, among them notable businesses like Starling Bank, JOEY Restaurants, and RyanAir. As we continue to innovate, our goal remains to empower organizations worldwide to build better teams efficiently and effectively.

BambooHR® is an all-in-one HR software solution for small and medium-sized businesses that drives business efficiency and fosters a great employee experience. By automating HR processes—from recruiting and onboarding to payroll, benefits, performance management, and time tracking—BambooHR frees HR teams to focus on strategic initiatives and culture, while ensuring compliance with regulations and delivering measurable ROI. Its intuitive platform centralizes data and insights, empowering HR leaders and executives to make informed decisions that support growth and productivity.

HR Partner is a comprehensive and user-friendly HR solution designed specifically for businesses with 20 to over 500 employees. This platform streamlines HR functions by automating tasks that were traditionally manual, allowing employees to conveniently submit leave requests that are sent directly to their managers without hassle. Both HR administrators and employees find HR Partner to be intuitive and efficient, simplifying their interactions and responsibilities. With HR Partner, you have all the essential tools to effectively manage HR operations, significantly cutting down on administrative workload and time spent on HR tasks. The features of HR Partner include: - Employee Records A centralized and secure location for storing contact information, documents, evaluations, assets, and much more. - Leave Requests, Approvals & Accruals A straightforward and transparent system for handling requests from both employees and administrative staff. - Onboarding Checklists An efficient way to assign checklists to new hires, enabling them to mark tasks as complete, read necessary materials, sign documents, upload files, or watch videos. - Recruitment and Applicant Tracking Easily post job openings and track candidates through an organized Kanban system. - Employee Portal Empower your workforce by providing them with the resources and tools they need for success. - Electronic Signatures Facilitate the process by allowing employees and applicants to sign HR documents electronically. - Plus a Lot More With hundreds of additional features available, including timesheets, company documentation, organizational charts, and beyond, HR Partner caters to diverse HR needs. Experience the benefits firsthand by starting a free trial or requesting a demo today, and see how it can transform your HR management.

You can generate and dispatch personalized invoices by selecting from a vast array of templates available. Enhance the professionalism of your invoices by uploading your logo, which helps create a distinct brand identity. Additionally, you can conveniently monitor your invoices using either mobile or desktop devices. Take advantage of various payment options to ensure you receive your payments promptly, and opt for emailing invoices to your clients rather than using paper, which is more environmentally friendly. For those who invoice up to $1000 every 30 days, signing up for an account is free of charge. Invoice Home simplifies the invoicing process, making it accessible for everyone. Don’t miss out on the opportunity to streamline your invoicing today!

Introducing an innovative board portal and collaboration solution tailored for boards and senior executives. Discover how Nasdaq Boardvantage streamlines board activities by eliminating paper usage and significantly reducing meeting preparation times. You can effortlessly schedule both single and multi-day meetings in just seconds, while also adding relevant details, attaching important documents, tracking attendance, and even setting up remote meetings. To ensure data protection, the platform employs encryption alongside multiple layers of security to maintain confidentiality, integrity, and availability of information. Additionally, you can swiftly generate and distribute evaluations for boards and committees, as well as handle Conflict of Interest inquiries and general surveys. The platform allows for efficient management of files, contacts, and signatures while fostering collaboration through features like notifications, annotations, and the ability to conduct unanimous consent votes, along with e-signatures and secure in-app email communication. It is designed for accessibility on various devices, including smartphones, tablets, and desktops, ensuring a seamless synchronization experience both online and offline. Overall, Nasdaq Boardvantage enhances the efficiency and security of board operations significantly.

onPhase is an all-in-one financial automation platform designed to simplify the back-office processes of businesses. It enables organizations to automate their invoice processing, payment collections, approvals, and document management with ease. Through AI-driven workflows, onPhase ensures that invoices are captured and routed swiftly, while offering 2-way, 3-way, or 4-way matching for better financial accuracy and control. The platform’s document management system securely stores contracts, W-9s, and other financial records, ensuring that they remain compliant and easy to access. With its seamless integration with top ERP systems like NetSuite, SAP, and Microsoft Dynamics, onPhase allows real-time data syncing without the need for manual re-entry, enhancing efficiency and eliminating data discrepancies. Businesses using onPhase can also benefit from customizable workflows and better visibility into their financial processes, making it easier to manage and track approvals. The platform’s AI-driven features ensure that businesses are operating at peak performance, with more time to focus on high-value tasks.

Product Features: ZipIntro - post jobs today, talk to qualified candidates tomorrow. ZipIntro does all the finding and scheduling of candidates for you. Invite the best to apply - use our invite to apply feature to send a pre-written personal message to your favorite candidates so they’re more likely to notice your job. We provide recommendations on candidates you can Invite to Apply. Jobs where employers use Invite to Apply receive over 11x more candidates in the first day of posting. Jobs where employers use Invite to Apply receive over 7x more candidates Jobs where employers use Invite to Apply receive 8x more great matches Resume Database - use smart filters to find candidates with the specific skills and qualifications you're looking for, and instantly unlock contact info in one click. Over 320K resumes added monthly.* The ZipRecruiter Resume Database boasts 53M resumes*, advanced search filters, and instant access to resumes and contact info making it a powerful tool for employers looking to hire qualified candidates fast. Job Description Templates - Save time writing your job description with one of our customizable templates. ZipRecruiter provides 24/7 customer support rated highest for quality among major hiring platforms. You can contact us via: Phone, Live Chat or Email. ZipRecruiter is the #1-rated hiring site according to G2. ZipRecruiter delivers quality candidates to 80% of employers within the first day. ZipRecruiter serves both small businesses and enterprise employers.