Compare K1x vs. Longview Tax

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.

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Experience 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.

Trade popular cryptocurrencies. Discover professionally managed portfolios. Connect with more than 30M traders. With over 30 of the most popular coins, you can build a diverse portfolio. For your security and peace of mind, we offer top security. No hidden fees. To practice your strategy, you can get a $100,000 virtual portfolio. Using eToro’s revolutionary CopyTrader technology, anyone can trade crypto by copying other traders. Select a trader that you want to copy, enter a amount, and click copy. You trade when they trade! A simple interface makes it easy to manage your cryptos. You can track the trends of each coin with charts and advanced analysis tools. Integration with the eToro wallet is seamless. eToro is a trusted leader in the fintech industry for more than a decade. Your funds are protected with industry-leading security protocols. Without your consent, we will never share your private information. FDIC insured funds are held at eToro USA. You can rest assured that your cash is safe.

Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

B2i Technologies offers powerful and adaptable tools designed to effectively manage your corporate site, investor relations platform, and email communications. Our software solutions for Investor Relations leverage automation to seamlessly integrate with your existing systems in just a few simple steps. These solutions not only ensure compliance but also conserve precious time by efficiently reporting and disseminating crucial financial information and press releases to investors. B2i's Investor Relations platform delivers reliable and customizable data for corporate websites, encompassing elements like press releases, stock information, charting, and SEC filings that adhere to SOX compliance standards. Furthermore, our investor relations software presents real-time data on your website without necessitating extra effort on your part. Upon completion of your filings and press releases, they are automatically uploaded to your website, formatted for straightforward access, enhancing user experience for your stakeholders and investors alike. This streamlined process helps maintain transparency and keeps your audience informed with minimal manual intervention.

Adaptive Security is OpenAI’s investment for AI cyber threats. The company was founded in 2024 by serial entrepreneurs Brian Long and Andrew Jones. Adaptive has raised $50M+ from investors like OpenAI, a16z and executives at Google Cloud, Fidelity, Plaid, Shopify, and other leading companies. Adaptive protects customers from AI-powered cyber threats like deepfakes, vishing, smishing, and email spear phishing with its next-generation security awareness training and AI phishing simulation platform. With Adaptive, security teams can prepare employees for advanced threats with incredible, highly customized training content that is personalized for employee role and access levels, features open-source intelligence about their company, and includes amazing deepfakes of their own executives. Customers can measure the success of their training program over time with AI-powered phishing simulations. Hyper-realistic deepfake, voice, SMS, and email phishing tests assess risk levels across all threat vectors. Adaptive simulations are powered by an AI open-source intelligence engine that gives clients visibility into how their company's digital footprint can be leveraged by cybercriminals. Today, Adaptive’s customers include leading global organizations like Figma, The Dallas Mavericks, BMC Software, and Stone Point Capital. The company has a world class NPS score of 94, among the highest in cybersecurity.

Modernize your procurement process with Order.co – an easy-to-use procurement software that simplifies every aspect of purchasing for your business. With Order.co you can automate sourcing, purchase requisitions, and PO management while improving spend analytics - all in one customizable platform. Leverage Order.co’s AI powered sourcing technology and exclusive supplier discounts to save an average of 5% on products, and avoid supply chain disruptions with Order.co’s 17K+ vendor network. Customize budget and approval workflows for your business, purchase from your custom product catalog, and pay on flexible terms with your preferred method. Access real-time spend data and insights by user, location, cost center, or vendor for enhanced budgeting, forecasting, and reporting. Order.co works seamlessly alongside any ERP and accounting system, including direct integrations with Quickbooks Online, Sage Intacct, Netsuite, and more to simplify your entire purchase-to-pay process.

senseIP streamlines the patenting process by providing a complete AI-driven solution for inventors. The platform supports everything from researching prior art and drafting patents to filing and managing patents, all without requiring legal expertise. With senseIP, users can access advanced AI tools that accelerate the patent process, offering accurate results at a fraction of the cost of traditional patent law services. The platform is trained on over 100 million patent applications globally, ensuring precise and high-quality outcomes for both startups and individual inventors.

The Orion Practice Management System places essential information directly on your desktop, consolidating everything necessary for your firm, including Case Management, Docket, Calendar, Emails, Contacts, Communications, Financial Statistics, and Client Documents. For the first time, this system allows law firms to transition seamlessly from an overarching perspective to intricate details with remarkable efficiency and ease, all in real-time and on-demand. By handling the data-gathering process, the Orion Practice Management System empowers you to swiftly assess the firm's health and operational status at any moment. Designed with adaptability in mind, Orion's Practice Management module allows each user to customize her profile(s) and save preferences, ensuring a personalized experience upon each login. This customization extends to selecting which columns to display, determining sorting order—ascending or descending—and adjusting the layout of various sections on the screen. Ultimately, this level of personalization enhances productivity and ensures that every user can work in a way that suits their individual needs.