SureSync
SureSync is an application designed for file replication and synchronization, offering both one-way and multi-way processing capabilities that can be executed in scheduled or real-time modes. Users can carry out processing through various methods, including UNC path, FTP, or by utilizing our Communications Agent, which boasts features such as real-time monitoring, delta copying, TCP transfers, compression, and encryption; this agent is required to be installed on a Windows machine. Additionally, the software incorporates a file locking feature that facilitates real-time collaboration within SureSync Managed File Transfer (MFT), ensuring that when a user opens a file in one location, it remains read-only for others in different locations until the necessary modifications are saved and synchronized. MFT further enhances functionality with options for archiving, which allows for the creation of versioned backups of files, as well as improved cloud support and additional features. Moreover, SQL Protection is integrated to streamline the backup process for essential SQL databases, ensuring data integrity and availability across platforms. This comprehensive functionality positions SureSync as a robust solution for file management and synchronization needs.
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Canopy
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.
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Corvee Tax Planning
Corvee empowers tax, accounting, and financial advisory firms to enhance their tax decision-making processes for clients while also improving their overall business efficiency. The standout product of Corvee is its Tax Planning software, which serves as a powerful yet user-friendly tool that enables firms to swiftly assess potential tax savings, devise proactive tax strategies, and facilitate smoother collaboration with clients. Over the past year, Corvee has garnered several prestigious accolades, including being recognized as Accounting Today's Top New Product of 2021, shortlisted for the 2021 CPA Practice Advisors Technology Innovation Awards, and more recently, earning a spot on the 2021 Inc. 5000 List of the fastest-growing companies in the United States. This recognition highlights the growing impact Corvee is making in the financial industry.
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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.
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