Compare H&R Block Business vs. UpTax

Soraban 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.

Canopy, 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.

Sovos is a global provider of tax, compliance, and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. More than 100,000 customers in 100+ countries - including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates.

Summ (formerly Crypto Tax Calculator) is a crypto & equities tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures, and 20VC, Summ helps investors stay compliant with confidence. With support for thousands of integrations, Summ imports your complete transaction history and automatically generates audit-ready tax reports aligned with the tax requirements of over 180 countries. Users can review trades, uncover tax-saving opportunities, and download accountant-ready tax forms, including Form 8949, Form 1040, capital gains summaries, and more. Summ's portfolio tracker delivers real-time profit and loss insights, estimated tax liabilities, and accurate pricing for more than 300,000 cryptocurrencies and shares. Rated 4.6/5 on Trustpilot and featuring seamless TurboTax integration, Summ makes crypto & equities tax reporting simple for both casual investors and active traders. Built for speed, accuracy, and compliance, Summ gives users complete confidence at tax time.

At ACI Learning, we don’t just teach IT and cybersecurity—we prepare you to thrive in the real world. Our expert-led videos, immersive labs, and certification prep turn learning into action so you gain the skills that truly matter. myACI, our dynamic training platform, connects knowledge to performance with gamified elements, progress tracking, and powerful analytics for teams and managers alike. Scalable, flexible, and trusted by companies worldwide, ACI Learning helps you build skills, boost retention, and prove ROI with every training initiative.

INTOO, the global career transition and outplacement division of Gi Group Holding, has supported more than 25,000 organizations over the last three decades in helping employees successfully navigate career change. Our award-winning solutions combine personalized, unlimited one-on-one coaching with intuitive digital tools designed to accelerate job searches—helping participants secure new roles 2.5 times faster than the national average while maintaining a 97% satisfaction rate. Serving clients in over 130 countries and 40+ languages, INTOO partners with HR leaders worldwide by delivering scalable support, actionable workforce insights, and a high-touch experience throughout every transition. At INTOO, we’re guided by one simple promise: to care more about your employees, your outcomes, and your success. Our programs include: - Seven-day-a-week access to expert career coaches for support with networking, LinkedIn optimization, personal branding, interview preparation, job search strategy, and more - Personalized resume reviews designed to improve ATS performance and visibility - Live daily webinars led by career experts on a wide range of job search and career development topics - and more

Everything works right here™. The product of years of collaboration with the world’s largest financial institutions, HERE Enterprise Browser is the first and only browser that solves both enterprise security and workforce productivity. Built on Google Chromium, HERE streamlines workflow and improves employee experience.

Ticketing platforms are either antiquated, expensive, lack customer support, or most are all of the above. Ticketsauce and NIGHTOUT came together because we see the whitespace that no other company is addressing; A fully integrated event ticketing and marketing powerhouse with fair and transparent pricing. - Full White Label White label customizable ticketing solution that allows you to brand the event pages, tickets, and admin software. Sell your white label ticketing solution to manage events and generate more revenue. - Venue Management & Seating You can create completely customizable booth layouts and seating arrangements for any venue. You can combine seating and general admission tickets, or sell seats at a table. - Virtual & Livestream Events Monetizing virtual events has never been easier. You can host a virtual event on a variety of platforms and display custom banner ads. You can still retain your sponsorship revenue even if you host a virtual event using our event tools. -Marketing Get premium exposure across the NIGHTOUT Marketplace and their affiliates to reach your targeted audience via web, mobile, and newsletters so your events get in front of the right customers at the right time.

To truly understand a company, it's essential to explore its inner workings. Our corporate video provides an exclusive tour of the FDM4 International office, showcasing our dedicated team and the core values that drive our organization. We present a comprehensive solution that integrates software, hardware, development, and design to effectively address your business challenges. Discover more about FDM4 and our unwavering commitment to fostering your business growth. One of the hardest aspects of selecting a software solution is identifying one that aligns with your specific requirements while adhering to industry standards. At FDM4, we have anticipated this challenge; hence, our software is designed to be versatile and multifunctional. We cater to a wide range of needs, whether they involve apparel, hard goods, or consumer goods. The true measure of a company often lies in the satisfaction of its clients, which is why we encourage you to explore the success stories of those who have partnered with FDM4. We provide not only the software you need but also the steadfast commitment required to help your business thrive. By choosing FDM4, you’re not just selecting a service, but joining a community focused on mutual success and innovation.

SaaSify is an agentic Cloud GTM platform that runs the entire marketplace motion for AWS, Azure, and Google Cloud on one system instead of three separate ones. Its agents draft and file listings in about 90 minutes, move private offers straight through Salesforce or HubSpot, and find and file co-sell opportunities to hyperscaler partner portals automatically, with sync running both ways in real time. Funding requests move through that same pipeline end to end, so committed AWS, Azure, and GCP dollars actually get captured instead of lapsing unused. Hyperscaler experts back every account, working alongside customer teams on FTR approvals, certifications, and quarterly program changes. Revenue, usage, billing, and payout data land in a single source of truth per cloud. More than 500 ISVs run their marketplace motion through SaaSify, managing over $5B in revenue with a 4.9-star rating on G2.