Soraban
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
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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Liscio
Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.
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Basil
Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.
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