
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
With Assembled, support leaders can unify human and AI agents in one intelligent platform that drives efficiency without compromising quality. Our technology enables over 50% automation of customer interactions, precise demand forecasting, and optimized staffing across in-house teams and BPO partners. From live workload balancing to AI agents that match your workflows and brand voice, Assembled ensures every chat, call, and email is handled with speed and consistency. Companies including Stripe, Canva, and Robinhood trust Assembled to elevate the customer experience and reduce operational costs. Core solutions span workforce and vendor management, real-time performance visibility, and AI Copilot — giving agents translation, reply suggestions, and instant task automation to resolve issues faster.
Learn more
Microsoft Copilot
Meet your daily AI companion designed to uplift both your work and personal endeavors. With Copilot at your side, you can streamline your tasks, enhance your productivity, ignite your creativity, and nurture relationships with those who matter most—all while effortlessly adjusting to your unique preferences. This smart assistant offers cutting-edge solutions for maximizing efficiency and inventiveness, ensuring you remain connected to the important people and aspects of your life. Discover what you need with ease, receive helpful answers to your questions, and shop online with assurance, knowing that you're securing the best deals possible. Whether you're in search of quick information, inspiration for your creative projects, or support with your daily responsibilities, Copilot is here to effortlessly bring your visions to life. Creating captivating visuals and polishing your writing becomes a delightful journey, and regardless of your interests—be it exploring the web, acquiring new knowledge, tapping into your artistic talents, or producing meaningful content—Copilot paves the way for boundless opportunities for growth and discovery. Its adaptability makes it an essential resource for anyone eager to enhance their daily experience and embrace new possibilities. With Copilot, the path to achieving your goals and aspirations is clearer than ever.
Copilot Vision, currently in preview for Microsoft Edge, enhances browsing by offering AI-driven assistance tailored to the content you view. This feature helps users by scanning pages, understanding context, and providing real-time suggestions or insights to improve the browsing experience. Whether it’s simplifying learning, aiding in decision-making, or helping with online shopping, Copilot Vision acts as a proactive assistant. It is an opt-in feature, prioritizing user privacy with all contextual data being erased after each use. With ongoing feedback, the feature is gradually expanding to more users and websites.
Learn more
Reconcile
Reconcile aids you in discovering every possible tax deduction and credit that you might qualify for, enabling you to make well-informed tax decisions. Designed for both individual taxpayers and business owners, it focuses on uncovering tailored tax strategies that suit your specific circumstances. Major life transitions can result in unforeseen tax obligations, and we are dedicated to helping you plan ahead for these eventualities. By utilizing our services, you will gain access to all available federal credits and deductions, explore different tax scenarios, improve your decision-making, and receive prompt answers to your questions about taxes. Our platform allows you to link all your accounts, providing a complete overview of your financial situation while offering helpful reminders and suggestions to optimize your savings. You can also include family members and financial advisors in the process for added support. Our goal is to empower individuals to handle their taxes intelligently and easily, and we are continually enhancing our insights engine to offer the best recommendations possible. We prioritize creating user-friendly and dependable experiences for both our partners and their clients. Furthermore, ensuring data security and privacy is paramount in every product decision we make, guaranteeing that your personal information is always safeguarded. Our relentless pursuit of improvement and commitment to user satisfaction drives our innovation forward, ensuring that we remain at the forefront of tax management solutions. The ongoing feedback from our users further enriches our ability to meet their evolving needs effectively.
Learn more