Compare TaxWise vs. Vertex

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.

AlsoThere: A Real-World Governance Plug-In for Global Expansion. We built AlsoThere to solve a massive headache for SaaS founders and tech builders: cross-border bureaucracy. Selling internationally forces you into two terrible legacy options: blow 6-12 months and massive capital (CAPEX) setting up a traditional subsidiary, or hand your product to IT resellers who hijack customer relationships. Our innovation unbundles commercial capability (selling, invoicing, collections) from the legal burden of incorporation. Think of AlsoThere as an "Infrastructure-as-a-Service" for global expansion. We built a unified operational platform with active nodes across 43 countries in the US, EU, and LATAM. Instead of managing fragmented entities, you plug into our centralized backbone. Within 48 hours, your company can legally sell, sign contracts, and issue tax-compliant local invoices in local currencies. We integrate into your commercial flow via a Representation Agreement, an Operational Governance "Plug-In". If you land an enterprise client in Colombia or Spain, you don't need a legal team for local tax rules. We act as your authorized agent, ensuring compliance with all tax, legal, and regulatory frameworks. You convert high-risk expansion into a predictable operational expense (OPEX) while retaining 100% ownership of your sales cycle. We advocate the "Tech Partner 3.0" framework, allowing you to sell directly anywhere. An international B2B transaction has four components: contract, invoicing, payment collection, and compliance. We act as your specialized transactional layer and handle these 4 steps completely. Backed by eSource Capital Group’s 20-year track record, we’ve processed over US$250M for third parties. You focus on selling; we'll handle the borders.

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.

Create and manage the email signatures your company needs. Our award-winning signature generator and management platform makes it easy for individuals to create a professional email signature, and for companies to manage company-wide, unified branding across all employee signatures. Rich features such as banner campaigns, videos, disclaimers, online schedulers, and more, help users achieve their business goals. WiseStamp integrates easily with Google Workspace, Microsoft Exchange, Gmail, Outlook, and every other email platform.

8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.

CloudFiler provides filing and searching in both New and Classic Outlook on all phones & tablets, all popular browsers, Macs and ARM based devices. Created Microsoft's new web Add-in technology by the architect of the Oasys email management system previously owned by Arup Group Ltd and the Excitech Mail system owned by Symetri and latterly Pentagon. File to: the cloud, Windows folders, SharePoint, OneDrive, Egnyte, Autodesk Forma, Bentley ProjectWise, etc. Favoured by the biggest businesses globally.

Engineered for peak performance and efficient resource use, KrakenD can manage a staggering 70k requests per second on just one instance. Its stateless build ensures hassle-free scalability, sidelining complications like database upkeep or node synchronization. In terms of features, KrakenD is a jack-of-all-trades. It accommodates multiple protocols and API standards, offering granular access control, data shaping, and caching capabilities. A standout feature is its Backend For Frontend pattern, which consolidates various API calls into a single response, simplifying client interactions. On the security front, KrakenD is OWASP-compliant and data-agnostic, streamlining regulatory adherence. Operational ease comes via its declarative setup and robust third-party tool integration. With its open-source community edition and transparent pricing model, KrakenD is the go-to API Gateway for organizations that refuse to compromise on performance or scalability.

Run affiliate, influencer, and referral programs from one platform. Connect your billing, set commission rules, and go live the same day. Native integrations with Stripe, Paddle, Chargebee, Recurly, and Braintree feed every billing event into your program. Upgrades, downgrades, renewals, refunds, and cancellations each update commissions on their own, so payouts stay in step with revenue. Run payouts fully managed, or in bulk through PayPal and Wise. W-9/W-8BEN forms are gathered before any money leaves, and an invoice accompanies every payout, removing most of the admin a program usually brings. Promoters get a dashboard in your branding, with links, coupon codes, and earnings in one view. You get 18-point reporting, commission structures from flat fee to multi-tier, fraud detection, and broadcast email to your entire promoter base. Start your program today with a 14-day free trial. No credit card required.

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.