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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Digital WarRoom
DWR eDiscovery provides legal professionals with the capability to examine, manage, and produce documents that may be pertinent to ongoing litigation cases.
Our suite of software and hosted subscription services includes a variety of document review functionalities, such as AI-based search, keyword searches, keyword highlighting, metadata filtering, and document marking. Moreover, it features privilege logging, redaction capabilities, and analytical tools designed to enhance the user's understanding of their document collection. Users can independently execute all these tasks, allowing them to perform essential eDiscovery functions without the need for external assistance.
DWR eDiscovery offers both hosted and on-premises subscription options. The DWR Pro desktop application can be installed on personal computers or servers, with a licensing fee of $1995 per concurrent user per year. For cloud subscriptions, charges are applied based on storage per GB, with a transparent pricing model and no hidden costs involved. The basic Single Matter subscription starts at $10 per GB per month, with a minimum monthly fee of $250. Additionally, private cloud options accommodate multiple matters and users at a rate not exceeding $4 per GB per month, which can decrease to as low as $1 per GB per month for larger volumes. This flexible pricing structure ensures that clients can choose an option that best fits their needs and budgets.
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Yardi Investment Suite
Yardi Investment Suite provides a fully integrated platform that significantly improves communication with both current and prospective investors. This solution enables users to manage new investment prospects, including the subscription process, while meticulously tracking activities, tasks, and communications to build and enhance relationships effectively. By consolidating contact management and monitoring engagement levels with investors, the system promotes better collaboration among internal teams by offering critical information access. Additionally, users can evaluate and approve key metrics, reports, and documents prior to their publication on the investor portal. Yardi Investment Accounting further simplifies the entire investment accounting process, performance analysis, and investor reporting cycle, resulting in lower costs and improved operational efficiency. When paired with the comprehensive operational accounting capabilities of Yardi Voyager and the investor relations tools of Yardi Investment Manager, Yardi Investment Accounting guarantees total transparency from the investor level all the way down to individual assets, thereby bolstering strategic decision-making abilities across the board. This cohesive approach not only streamlines processes but also cultivates stronger investor confidence and engagement.
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Fyxt
Fyxt employs a strategic mix of microservices and API integrations to create well-rounded solutions that fit perfectly with your existing internal systems. From the outset, Fyxt offers seamless compatibility with backend accounting platforms like MRI, Yardi, JD Edwards, Sage, and Quickbooks. This integration empowers property management teams to perform tasks efficiently while on the go. By maximizing their time with tenants and diligently managing assets, property managers can build stronger relationships and provide better care for their investments. Features such as automatic documentation and effective communication tools allow management to streamline daily operations, enhancing overall efficiency for the future. Fyxt brings together all parties involved in property management on a unified platform, supported by an automated workflow manager that encourages transparent and effective collaboration. Users have the ability to inspect, document, schedule, bid, and invoice through Web, Mobile App, Email, or SMS, significantly increasing accessibility. For the first time, all expenses and enhancements can be monitored and recorded for every property, offering a comprehensive perspective on financial activities. Distinct in its capabilities, Fyxt tracks both tenant and manager expenditures, providing a complete overview of the health of properties and portfolios, which ultimately aids in informed decision-making for everyone involved. Consequently, property managers can refine their operational strategies and boost overall management effectiveness, leading to a more productive work environment. This comprehensive approach ensures that every aspect of property management is accounted for and optimized.
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