Soraban
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
Gravity Software
Multi-Entity Cloud Accounting Software for Growing Businesses
Gravity Software is an intuitive, cloud-based accounting solution built for small to mid-market companies that have outgrown entry-level systems like QuickBooks or legacy software like Sage 50.
Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems.
🎈 Manage multiple entities and locations in one system
🎈 Visualize performance with Power BI dashboards
🎈 Automate accounts payable and approval workflows
🎈 Eliminate silos with unified financial, sales & service data
🎈 Improve cash flow and decision-making with real-time insights
Trusted by businesses in real estate, family offices, healthcare, professional services, hospitality, and nonprofits, Gravity is designed to simplify complex accounting and help your organization grow smarter.
👉 Learn more or schedule a demo at gogravity.com
Learn more
EFACS E/8
EFACS E/8 provides a versatile and all-encompassing solution for businesses. This component-based Enterprise Resource Planning (ERP) software can be tailored to suit specific business requirements. Designed to address the challenges faced by contemporary manufacturing firms, EFACS E/8 serves as a comprehensive ERP system. It enables your organization, along with others in your network, to operate from a unified source of accurate, real-time information. Developed in-house at our Nottingham, UK headquarters since 1985, Exel is dedicated to a development-driven approach that ensures EFACS E/8 continues to fulfill client needs both now and in the future. Additionally, effective Customer Relationship Management (CRM) should encompass the ability to track and manage every interaction with both current and prospective customers. EFACS E/8 not only facilitates this capability but also features drill-through functions that allow users to access and query other areas of the system seamlessly, minimizing the necessity for extensive menu navigation. As a result, businesses can operate more efficiently and effectively.
Learn more
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.
Learn more