Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Ai - an Agent-less "Ai" (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This "Digital & Voice First Ai” servicing technology can answer common questions and accept payments. It also negotiates accounts with a frictionless positive user experience.
Description
Address even your most intricate tax returns with utmost assurance and effectiveness. Cater to a diverse array of clients by managing multistate filings, K-1 forms, consolidated corporations, and additional complexities seamlessly. The software supports essential forms such as 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Enhance both accuracy and productivity through automated functions for calculations related to depreciation, amortization, and debt forgiveness, among others. Access pertinent guidance whenever necessary with a simple click, ensuring your workflow remains uninterrupted. Accelerate data entry processes with straightforward access to all forms and an intuitive worksheet-based layout. Effortlessly monitor any outstanding client information and submit requests online with a single click, allowing you to save an average of 23 minutes. Facilitate the automatic importation of tax data for partnerships, S-Corps, and fiduciary returns into individual filings or across business returns, resulting in an average time savings of 29 minutes. Rely on sophisticated diagnostics that automatically identify errors or oversights, providing additional reassurance in your work. This comprehensive approach not only streamlines the tax preparation process but also enhances your overall client service experience.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
BigTime
No
BillingTree
Yes
Cloud 9 Hosting
No
Cloudnine Realtime
No
Cloudwalks
No
Docusign
No
EasyACCT
No
Intuit Practice Management
No
Nuvei
Yes
Payscout
Yes
Integrations
BigTime
Yes
BillingTree
No
Cloud 9 Hosting
Yes
Cloudnine Realtime
Yes
Cloudwalks
Yes
Docusign
Yes
EasyACCT
Yes
Intuit Practice Management
Yes
Nuvei
No
Payscout
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$400 per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CSS, Inc
Founded
2004
Country
United States
Website
www.cssimpact.com
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/lacerte/
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Artificial Intelligence
Chatbot
Yes
For Healthcare
Yes
For Sales
Yes
For eCommerce
Yes
Image Recognition
Yes
Machine Learning
Yes
Multi-Language
No
Natural Language Processing
Yes
Predictive Analytics
Yes
Process/Workflow Automation
Yes
Rules-Based Automation
Yes
Virtual Personal Assistant (VPA)
Yes
Conversational AI
Code-free Development
Yes
Contextual Guidance
Yes
For Developers
Yes
Intent Recognition
Yes
Multi-Languages
No
Omni-Channel
Yes
On-Screen Chats
Yes
Pre-configured Bot
Yes
Reusable Components
Yes
Sentiment Analysis
No
Speech Recognition
Yes
Speech Synthesis
No
Virtual Assistant
Yes
Corporate Tax
Compliance Management
Yes
Data Import / Export
Yes
Data Verification
Yes
Electronic Filing
Yes
Exception Notification
Yes
For Nonprofits
Yes
For Partnerships
Yes
K-1 Reporting
Yes
Payroll & Employer Forms
Yes
Status Tracking
Yes
Tax Planning
No
Debt Collection
Agency Management
Yes
Auto Dialer
Yes
Automated Notices
Yes
Callback Scheduling
Yes
Client Management
Yes
Commission Management
Yes
Compliance Management
Yes
Contact Management
Yes
Credit Bureau Reporting
Yes
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
Government
Budgeting & Forecasting
No
Code Enforcement
No
Compliance Management
No
Fixed Asset Management
No
Inventory Management
No
License Issuance
No
Permit Issuance
No
Purchasing & Receiving
No
Self Service Portal
No
Taxation & Assessment
No
Utility Billing
No
Work Order Management
No
Loan Servicing
Accounting Management
No
Amortization Schedule
No
Application Management
No
Auto Loans
No
Automatic Funds Distribution
No
Business Loans
No
Collateral Tracking
No
Collections Management
No
Compliance Management
No
Construction Loans
No
Customer Database
No
Fee Management
No
Investor Management
No
Loan Processing
No
Student Loans
No
Sales Tax
Address Validation
Yes
Audit Trail
Yes
Consumer Use Tax
Yes
Exemption Management
Yes
Tax Calculator
Yes
Tax Filing
Yes
Taxability Verification
Yes
Transaction Tracking
Yes
Value Added Tax (VAT)
Yes
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
Yes
Tax Filing
Yes
Tax Forms
Yes
Workflow Management
Yes
Product Features
Corporate Tax
Compliance Management
No
Data Import / Export
No
Data Verification
No
Electronic Filing
No
Exception Notification
No
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
No
Tax Planning
No
Tax Planning
Detailed Savings Calculations
No
Export Branded Proposal
No
Export Branded Tax Plan
No
Multi-Entity Planning
No
Multi-Year Planning
No
Proposed Legislation Planning
No
State & Local Planning
No
Strategy & Scenario Comparison
No
Tax Return Diagnostics
No
Tax Return Scanning
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No