Average Ratings 1 Rating
Average Ratings 0 Ratings
Similar Products
-
SorabanSoraban serves as an AI-driven administrative assistant tailored for accounting and tax firms, aimed at automating the processes of client data collection, document retrieval, and workflow management through a user-friendly, branded portal. By substituting monotonous manual tasks with flexible, customizable questionnaires that can send automatic reminders to clients via SMS, email, or voicemail, it also converts document uploads into PDFs and enhances client communication with intelligent, context-sensitive prompts. This tool integrates seamlessly with existing accounting software, enabling automatic data entry, the application of e-signatures for IRS documentation, and efficient coordination of tax return deliveries, all while minimizing the need for human involvement. By taking over repetitive administrative responsibilities, Soraban allows professionals to dedicate their time to advisory roles, thereby boosting overall efficiency, minimizing errors, and elevating the client experience through smooth, mobile-accessible interactions. Ultimately, Soraban not only transforms how accounting firms operate but also paves the way for a more streamlined future in client management.
-
SummSumm (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
-
XeroSave 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
-
CanopyCanopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
-
UnFormUnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
-
Nutrient SDKNutrient provides an extensive solution for all your PDF requirements, delivering tools that seamlessly operate PDF features across any platform. 1. SDK: Incorporate advanced PDF functionality into iOS, Android, Windows, web, or any cross-platform technology, supplying abilities like PDF viewing, annotation, collaboration, and beyond. 2. Libraries: Employ our powerful .NET and Java libraries to enhance your backend applications with batch processing of redactions and PDF forms, OCR'd scanned text, and PDF document editing, all directly from your application server. 3. Processor: Our agile PDF microservice, Processor, enables rapid generation of PDFs from HTML, including HTML forms, as well as Office-to-PDF conversions, OCR, redaction, and XFDF combining and exporting. 4. PDF API: Take advantage of our hosted PDF API to generate, convert, and alter PDF documents in your workflows. We handle the development and server management, freeing you up to concentrate on your business. At Nutrient, we're not just a tool; we're a committed ally in your success. Gain direct contact with our engineers for expert guidance, utilize comprehensive examples to simplify integration, and make the most of our top-tier documentation.
-
Asym CapitalExperience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.
-
ImorgonImprove radiology reporting efficiency and report quality with Imorgon's reporting automation. As the top DICOM SR software for radiology, our solution significantly reduces unnecessary dictation by precisely transferring ultrasound and DEXA modality measurements into Powerscribe, Fluency, or RadAI. This eliminates manual errors and significantly accelerates the generation of reports. Imorgon's unique advantages include: - guaranteed transfer of all measurements - usually DICOM SR - electronic worksheets for direct report population (eliminating dictation from notes) - worksheets with priors, calculators, and clinical decision support (TI-RADS, O-RADS, etc) - integration with Epic and other EHRs. - vendor-neutral Our dedicated support team ensures uninterrupted workflow. Invest in Imorgon for a quick and substantial return on investment, transforming your reporting overhead into a streamlined, high-quality operation.
-
Collect!Collect! is the flexible and scalable debt collection software built to automate your workflow. From startup to enterprise, we have the solution for you. Collect! was built for 3rd party collection agencies, debt buyers and 1st party collectors of all sizes. Collect! is built to be configured for your needs. Use Collect!'s many settings and options to create the workflow your want. Collect! comes pre-set for 3rd party debt collection processes. Adapt as little or as much as you want. Collect! is integrated with an ever-increasing number of other systems, and building white label add-on programs. Collect! is scalable. Start where you need - change editions and add seats as you grow. Configurations and customizations are retained through updates, upgrades and edition changes. Collect! is packed with features. Automate your system from first contact to last payment. Enable consumers and clients to self-serve. Use Collect!'s robust import functions, user permissions, reporting tools, account segmentation, credit bureau reporting, forms and document attachments, legal features and more to create your bespoke collection system.
-
OpusOpus is an all-encompassing platform that combines EHR, CRM, and RCM functionalities, specifically tailored to optimize the operations of treatment centers specializing in behavioral health, such as addiction, mental health, and substance use disorder clinics. This platform offers a suite of integrated features that facilitate patient management, billing processes, appointment scheduling, and telehealth capabilities. Opus significantly boosts operational efficiency through intelligent lead routing, insurance verification, automation of routine tasks, and customizable forms that cater to specific needs. Additional offerings include sophisticated reporting tools, AI-enhanced progress note creation, and smooth laboratory integrations. With its emphasis on adaptability and growth potential, Opus serves as an excellent choice for organizations of varying sizes, from small practices to large multi-center operations within the behavioral health sector. Ultimately, Opus stands out as a versatile solution designed to meet the evolving demands of the industry while ensuring high-quality care for patients.
Description
ATX stands out as the most user-friendly and comprehensive professional tax software tailored for CPAs and small firms. Its intuitive forms-based interface, bolstered by an extensive library of over 6,000 tax compliance forms, makes it an excellent choice for individual preparers and small businesses. Designed to facilitate a swift onboarding process for you and your support team, it incorporates user-friendly features that enable you to efficiently process and e-file returns while minimizing the possibility of errors. With additional tools for seamless importing of tax information and easy file sharing with clients, users can enhance their workflow significantly. The Check Return feature helps identify e-filing mistakes, omissions, and overridden entries, while the Refund Meter allows you to monitor the refund status or balance due for each entry. Navigating through forms is a breeze with the convenient Page, Worksheet, and Form tabs, ensuring a smooth user experience. Furthermore, ATX supports a full range of federal, state, and local returns, including key forms such as 1040, 1120, 1120S, 1065, and 1041, along with their respective schedules, making it an indispensable tool for tax professionals.
Description
BoomTax is a software solution authorized by the IRS for managing the e-filing of 1099, W-2, 1095-B, and 1095-C forms all from a single platform. It simplifies the filing experience by allowing users to easily drag and drop tax information from various sources such as Excel, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, and HCM providers, while also automatically validating the data, identifying errors, and conducting TIN matching against IRS records prior to submission. In addition, the software includes compliance features that check recipient Tax Identification Numbers, confirm Employer Identification Numbers, address potential discrepancies, and flag problems with form data before they are submitted. Furthermore, BoomTax offers the capability to distribute recipient copies via mail or electronic delivery, managing all aspects of printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Users can file their documents directly with the IRS and SSA, monitor the status of their filings in real time, and receive alerts upon acceptance of their submissions, making it a comprehensive solution for tax management. This efficiency not only saves time but also minimizes the risk of costly errors during tax season.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
8am CPACharge
ADP DataCloud
Cloudwalks
FreshBooks
Insperity
Jiva
Kinective Bridge
Microsoft Excel
QuickBooks Online Advanced
Integrations
QuickBooks Online
8am CPACharge
ADP DataCloud
Cloudwalks
FreshBooks
Insperity
Jiva
Kinective Bridge
Microsoft Excel
QuickBooks Online Advanced
Pricing Details
$597
Free Trial
Free Version
Pricing Details
$2.49 per form
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Wolters Kluwer
Founded
1987
Country
Netherlands
Website
taxna.wolterskluwer.com/professional-tax-software/atx
Vendor Details
Company Name
BoomTax
Founded
2015
Country
United States
Website
boomtax.com
Product Features
Corporate Tax
Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
