
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.
Learn more
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.
Learn more
TaxSlayer
Dedicated to providing you with optimal tools at competitive prices, we ensure you receive your refund as quickly as possible by utilizing e-file, which stands for electronic filing, paired with direct deposit. You can easily mark taxes off your list anytime and from anywhere, allowing you to file your return effortlessly using your smartphone, tablet, laptop, or desktop. With our deduction and credit finder, you'll be guided through all the tax breaks you're eligible for, ensuring you maximize your refund. It's your money – make sure you get back every cent you deserve. We prioritize your security, safeguarding your tax information both during the filing process and after completion. Enjoy unlimited phone and email support whenever you require assistance. If you need additional resources, we offer services like Ask a TaxPro and Audit Defense to meet your needs. Let us handle the calculations while we continually update our software with any changes in tax laws, guaranteeing the accuracy of your return for the year you’re submitting. We assure you that you will receive the largest refund possible, or we will reimburse you for the relevant TaxSlayer purchase price you paid, ensuring your peace of mind throughout the process. With our commitment to excellence, filing your taxes has never been easier or more secure.
Learn more
TaxWise
TaxWise simplifies the entire E-filing and fee collection process from beginning to end. You can efficiently manage your clients' documents in a digital format while providing an extensive selection of affordable bank products. Returns can be processed swiftly and effortlessly, catering to both novice and seasoned professionals. The platform includes built-in error diagnostic tools that help save valuable time. Additionally, it offers guidance for resolving e-filing mistakes through direct links to the forms that require adjustments. Users can explore different tax scenarios for their clients using the “What if?” feature, and they can also save these scenarios for later use. With planning and advisory tools, you can effectively counsel clients on potential deductions or capital expenditures. TaxWise also promotes diversity within your staff and client base by offering a wide range of comprehensive Spanish features. You’ll have access to over 60 forms and schedules in Spanish, available both on-screen and in printed formats. Furthermore, the program provides bilingual product support, ensuring your team receives the necessary assistance whenever needed. This combination of features makes TaxWise an indispensable resource for tax professionals looking to enhance their services.
Learn more