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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.
Description
Streamline the management of various document types in a distinctive manner, ensuring you can locate the documents you require in an instant while enhancing access controls and monitoring usage for each file. With thousands of users relying on DocShare every day, this document management solution simplifies the process of sharing files with external parties. Customize DocShare to fit your specific requirements rather than adapting to a preset structure, as the flexible configuration supports unique projects tailored to each client. Embrace the digital transformation by refining your processes to align with modern demands, leveraging DocShare's features to enhance collaboration among your team members. Each user benefits from a personal dashboard that showcases their recent activities and provides quick access to their ongoing projects. Automatically recognize, extract metadata, and categorize documents without needing user input, thanks to our sophisticated OCR powered by artificial intelligence and machine learning technologies. This approach not only automates and improves efficiency but also minimizes repetitive tasks, leading to increased productivity and a rapid return on investment. By adopting such innovative tools, organizations can ensure a smoother workflow and better document management overall.
Description
IBM FileNet Content Manager serves as a versatile and comprehensive content management platform, forming the core of IBM Cloud Pak® for Business Automation. It leverages artificial intelligence to extract valuable insights from unstructured data. This solution empowers you to develop cutting-edge business applications hosted on any cloud environment while effectively overseeing content from various origins. Content managers and business professionals can utilize low-code development tools alongside modern GraphQL APIs to build secure, content-focused applications capable of processing substantial document quantities to achieve desired outcomes. Users can swiftly search for content throughout the organization, including data obtained from physical documents. Furthermore, it allows for the secure sharing of content with external stakeholders across different devices and within pre-existing applications. By harnessing advanced deep learning AI, users can activate content to glean insights and information from unstructured data. This approach not only enhances productivity but also reduces the need for manual document classification and minimizes errors associated with metadata entry. Overall, IBM FileNet Content Manager streamlines content management processes, making it an essential tool for any enterprise looking to improve operational efficiency.
API Access
Has API
API Access
Has API
Integrations
Adlib
Assai
Bigtincan
DocShifter
Exterro
IDmission
Microsoft 365
Netreo
Objective 3Sixty
OpenText xPression
Integrations
Adlib
Assai
Bigtincan
DocShifter
Exterro
IDmission
Microsoft 365
Netreo
Objective 3Sixty
OpenText xPression
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
DocShare
Country
Spain
Website
www.docshare.es/
Vendor Details
Company Name
IBM
Founded
1911
Country
United States
Website
www.ibm.com/products/filenet-content-manager
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
