D&B Credit Insights
D&B Credit Insights delivers a powerful credit management platform designed to help businesses of all sizes understand and improve their credit profiles with confidence. The platform offers unlimited access to your Dun & Bradstreet credit file, showcasing important scores such as PAYDEX®, Delinquency, Failure Score, Supplier Evaluation Risk, and more, updated in real time. You receive instant alerts on changes to your credit scores and important legal events including liens, judgments, and lawsuits, allowing you to address potential risks swiftly. Detailed insights into payment histories and financial ratios provide a comprehensive view of your company’s credit health. The solution includes benchmarking tools that compare your scores against industry peers, helping you set and achieve realistic credit objectives. For added security, upper-tier subscriptions offer dark web monitoring for your business email addresses, alerting you to possible cyber threats. The platform also allows you to upload financial documents and bank statements to enrich your credit file. Integrated banking data powered by Plaid simplifies monitoring your company’s payment trends. Businesses use D&B Credit Insights to foster stronger relationships with lenders, suppliers, and investors through transparent, trustworthy credit information. Backed by Dun & Bradstreet’s extensive data network and financial expertise, this tool helps you plan strategically for growth while mitigating financial risks.
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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.
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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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Boast
Boast distinguishes itself as the only R&D tax credit service that combines research and development expertise with cutting-edge artificial intelligence, simplifying the claim preparation process and maximizing financial returns. Through its advanced and secure platform, along with a team of specialized in-house R&D tax experts, Boast enables businesses to easily uncover and claim additional funds for innovation. Our all-encompassing strategy addresses every aspect, from the identification of eligible projects to the development of effective strategies and the collection of necessary documentation, guaranteeing that no detail is missed. This thoroughness is the reason why numerous progressive companies turn to Boast each year, benefiting from larger claims with minimal hassle and greater peace of mind. Notably, more than 98% of the claims submitted through Boast do not lead to audits, and in instances where clients are audited by the CRA or IRS, we are able to recover up to 95% of the estimated claim value. We support our clients throughout any audit processes, relieving potential burdens on their personnel. Boast’s AI-driven platform continually identifies qualifying R&D activities and investments in real time during the product development lifecycle, while our dedicated technical team actively interacts to ensure that every possible opportunity for claiming R&D tax credits is captured. By fusing technology with deep industry insight, Boast transforms the landscape of R&D tax credit acquisition, ultimately propelling innovation into new realms. As a result, businesses not only enhance their financial health but also contribute to a more vibrant and innovative economy.
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