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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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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Audit Prodigy
As easy as spreadsheets, yet the most comprehensive Audit, Risk and Compliance SaaS solution in the market. Best-in-class SOX, ERM, Issues, Documents, Certifications and Resource & Project Management.
Goodbye to spreadsheets / emails / file folders and endless status update meetings. Welcome to easy, real-time results.
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MyWorkpapers
MyWorkpapers offers a robust accounting solution tailored specifically for accountants. By reimagining workflows, reducing administrative burdens, and enhancing productivity, we are revolutionizing the accounting profession. With all your clients' financial accounts consolidated in one location, you gain instant access to workpapers, automatic standardization, timely reminders, and countless organizational tools to manage your tasks effectively. Our platform provides even more features to streamline your processes. Securely hosted in the cloud, our smart solution is available from any location, at any time, and on any device for authorized users. Experience the liberation of going paperless with workpapers that cater to accountants, auditors, bookkeepers, and businesses alike. MyWorkpapers is a tried-and-tested cloud-native platform that offers cutting-edge digital workpapers. Prepare to fully embrace the wave of digital transformation with MyWorkpapers, where innovation meets efficiency. Join us in redefining the future of accounting.
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