
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.
Learn more

Most marketing platforms show you what already happened. Active Intelligence shows you what to do next.
While competitors bury you in dashboards reporting yesterday's failures, Active Intelligence flags issues before they damage campaigns and surfaces opportunities you didn't know existed. AI agents analyze billions of data points to recommend which campaigns to run, which segments to target, and which automations to build—without prompting.
You set goals. Active Intelligence handles execution.
Three capabilities. One platform.
Real-time intelligence that adapts to customer behavior as it happens. Market-leading deliverability that puts 30% more emails in the inbox than competitors. Proactive recommendations that eliminate guesswork.
The result? Act faster, automate smarter, scale without adding headcount.
Why businesses choose ActiveCampaign:
Traditional platforms demand weeks of training and complex setup. ActiveCampaign delivers measurable results in days. Teams see engagement lifts and conversion improvements within 30 days, not quarters.
Enterprise-grade capabilities with an intuitive interface that requires zero technical expertise. Whether you're a solo marketer or growing team, ActiveCampaign scales without the enterprise price tag or complexity.
89% of customers say ActiveCampaign meets their needs better than alternatives. 88% report faster time-to-value than previous platforms. These aren't aspirational—they're standard outcomes for teams who stop managing campaigns manually and start orchestrating growth autonomously.
Learn more
Workers by Delos
AI Workers are autonomous agents designed specifically for your organization, functioning as true team members rather than just simple chatbots waiting for commands. Each of these sophisticated AI units possesses a unique professional identity, complete with an email address, phone number, and profiles on communication platforms such as Slack and Teams, showcasing their proactive nature and ability to operate continuously without direct prompts. Rather than requiring exhaustive instructions for their tasks, you only need to outline your goals, allowing them to independently create the necessary workflows to tackle various responsibilities, including generating daily reports, conducting weekly follow-ups, updating CRM systems, managing client relations, performing research, overseeing content production, handling financial duties, coordinating HR tasks, supporting design initiatives, and assisting in development processes. This framework comprises a wide array of specialized AI Workers, each tailored for specific functions in fields such as marketing, development, design, HR, and finance, ensuring practical application in their designated roles. Additionally, they can effortlessly integrate with over 3,000 different tools, including Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and many other business applications, making them a seamless addition to your existing operational workflows. Their remarkable versatility and adaptability significantly enhance productivity and streamline processes, making them essential assets in any business setting, and their ongoing development promises even more innovative solutions in the future.
Learn more
August Health
August Health is the easy-to-use EHR platform that caregivers love, known for improving care quality, simplifying compliance, and enabling better care tracking and analytics. Designed with senior living experts and built by world-class engineers, the software platform makes it easier for communities to provide the best care.
Since launching in 2020, August Health has been adopted by leading operators across the country, including Sonida Senior Living, 12 Oaks Senior Living, Priority Life Care, Bickford Senior Living, Koelsch Communities, and Westmont Living. Learn more at augusthealth.com.
Learn more