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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PracticePro
MTBC offers comprehensive solutions that extend beyond traditional medical billing services. Our focus is on assisting healthcare providers in streamlining their previously manual operations. With PracticePro™, we enhance every facet of practice management and medical billing, starting from the initial appointment scheduling all the way through to delivering exceptional service and handling remittance tasks after each patient visit. These innovative medical billing solutions take care of your office’s time-consuming activities, enabling you to dedicate more attention to patient care instead of administrative responsibilities. By automatically filling in claim fields and supplying essential tools like diagnosis and CPT code lookups, we alleviate the burden of claim preparation. Additionally, our system includes a sophisticated set of billing rules and real-time error notifications within the workflow to minimize errors, facilitating the swift and precise preparation of claims. Moreover, it offers immediate verification of insurance eligibility to enhance efficiency further. This holistic approach not only streamlines operations but also improves the overall patient experience.
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Karbon
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
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