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features
design
support

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Write a Review

Description

ORCA represents the simplest, quickest, and smartest solution for overseeing all your tax, legal, and compliance responsibilities. You can swiftly import ownership structures and master data from sources like Addepar or Excel within minutes, with additional APIs accessible upon request. This platform cuts through the clutter, allowing you to concentrate solely on essential information, data, and documents. With its intuitive search capabilities, finding any item takes just seconds. Automated verification processes guarantee the accuracy of your data, and auto-generated structure charts provide clear and relevant visualizations at any given moment, whether past, present, or future. Its integrated auto-reporting functions ensure adherence to the Corporate Transparency Act and other relevant regulations. You can share crucial data and documents almost instantaneously through secure links, as well as retrieve information from external parties using automated workflows that only require link uploads. You can rest easy knowing that your data is safeguarded by zero-trust encryption at all times, and ORCA’s zero-trust cloud architecture ensures that your sensitive information remains exclusively within your control. With these robust features in place, ORCA not only streamlines your compliance processes but also enhances your overall operational efficiency.

Description

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 
Google Maps No 
Microsoft Excel Yes 
OverSOC No 
Panaseer No 
Salesforce No 
Slack No 
Tango Card No 
Tremendous No 
Zapper No 

Integrations

Addepar No 
Google Maps Yes 
Microsoft Excel No 
OverSOC Yes 
Panaseer Yes 
Salesforce Yes 
Slack Yes 
Tango Card Yes 
Tremendous Yes 
Zapper Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10,000 Annually
Pricing starts at $10,000 per year for unlimited users and unlimited features.
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) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ORCA

Founded

2017

Country

Switzerland

Website

www.withorca.com

Vendor Details

Company Name

Orca by Cortez Labs

Founded

2019

Country

United States

Website

www.orcaforce.co

Product Features

Entity Management

Access Control No 
Compliance Management No 
Contract Management No 
Corporate Structure Management No 
Document Assembly No 
Due Date Tracking No 
Electronic Filing No 
Electronic Signature No 
Multi-Jurisdictional No 
Ownership Tracking No 
Records Tracking No 
Registered Agent Services Integration No 
Subsidiary Governance No 
Task Management No 

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management Yes 
Feedback Management Yes 
Lead Engagement No 
Loyalty Program Yes 
Referral Tracking Yes 
Rewards Management Yes 

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