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.
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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.
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eVal
eVal offers a range of complimentary data and analysis tools for peer companies, which encompass historical valuation multiples, past share price information, and detailed financial data, along with industry-specific Valuation Multiples reports tailored for investment and business valuations. Beyond just providing these analytical resources, eVal specializes in delivering precise investment and company valuations. The firm utilizes a proprietary, data-driven valuation software and platform, enabling expert evaluations tailored for valuation professionals, business proprietors, investors, and investment advisors alike. If you are seeking a business valuation as an owner, or if you are an investor in need of a private company valuation for your investment portfolio, we encourage you to reach out to us directly for assistance with our business valuation services. Additionally, our advanced outlier detection tool offers insights into the valuation multiples of peer groups, ensuring a comprehensive understanding of the market landscape. This multifaceted approach helps clients make informed decisions in their investment strategies.
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TeamDesk
TeamDesk is the leading AI-enhanced Low-Code database platform for creating powerful and flexible web-based databases with AI assisted development and AI-enhanced data analysis.
TechRadar named TeamDesk as the best database platform of the year.
TeamDesk provides Artificial Intelligence as well as predefined solutions for rapid online database creation without coding.
Business owners and citizen developers can utilize AI to build unique databases for any type of industry that precisely fit their business workflow and organize gathering, sharing and managing business information.
TeamDesk online database software is fully scalable and customizable to accommodate customers’ ever evolving business needs.
TeamDesk provides:
AI (Artificial Intelligence) integration
AI-Assisted Development
AI-enhanced Data Analysis
API, Web hooks, Zapier
unlimited data storage
unlimited number of records and tables
unlimited database complexity
free trial
free unlimited support
for a low flat rate.
TeamDesk is fully scalable.
From small companies to large enterprises, from specific manufactures to vertical business integration, system scalability accommodates customers' business growth and adjusts to evolving business model.
Enterprise Edition supports custom domain, white labeling, SSO via SAML2, unlimited databases centralized security management.
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