17 Total Companies
Software Advice simplifies software buying. Through 1-on-1 conversation and trusted insights, industry-specific advisors guide buyers to top software options in as little as 15 minutes (and it’s 100% free).
Fastpath is a leading provider of identity governance and access control solutions, helping organizations secure their business applications and ensure compliance. With powerful automation, real-time monitoring, and audit-ready reporting, Fastpath enables companies to streamline access management, prevent fraud, and reduce risk across ERP, CRM, and other critical systems. Trusted by businesses wor...
SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience. SafeSend One™ is a single, secure solution for engagement letters, fillable organizers, source document gathering, file exchange, extensions, tax return assembly, delivery, eSign, and electronic K-1 distribution. Thousands of firms save an average of...
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.With our Request List Management tool, firms can automate and simplify...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...
Taxfyle provides an alternative staffing solution to alleviate firms nationwide. You face stress, long nights, and endless work every tax season. When you partner with Taxfyle, you can tap in to the internet's largest accounting workforce; our network of CPAs and EAs, each based in the U.S. There's no training required when you work with your Tax Pro, and all communication and job manage...
We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platform offers a range of tools including tax preparation software, document management, and practice management tools. With over 30 years of experience, we understand the challenges facing accounting pro...
As part of the CP & ESG Division of Wolters Kluwer, TeamMate helps professionals in all industries at organizations around the world manage audit, compliance risks, and business issues by developing innovative software solutions to address your challenges. Harness the latest technologies, connect critical business systems, and uncover hidden risks through comprehensive analytics. Solutions inc...
Over 3 million people use SmartVault as a fully integrated and cloud-based Document Management System and Secure Client Portal. To learn more and see how SmartVault can transform how you, your staff, and clients work together, schedule a demo with us today!
Valid8 is the financial evidence platform designed by forensic accountants for CPA firms. We eliminate the weeks of manual data preparation that traditionally consume high-stakes engagements like litigation support, M&A diligence, and fraud investigations. With proven reliability across 4,000+ cases and over 100 million transactions verified, Valid8 uses advanced automation and patented al...
Debits streamlines the bookkeeping process by syncing with QuickBooks Online and enabling accountants and bookkeepers to efficiently categorize transactions with clients, resulting in faster monthly book closings.
We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platform offers a range of tools including tax preparation software, document management, and practice management tools. With over 30 years of experience, we understand the challenges facing accounting pro...
Preservica is changing the way thousands of organizations around the world protect and reuse long-term digital information. Our unique patent pending Active Digital Preservation™ software automatically keeps every file alive in future-friendly formats. Which means you can always quickly find and action the content you need for FOI, compliance, cultural, brand value and knowledge reuse.
Practice management software built by accountants for accountants. Everything you need to run your firm, all in one place: project management, time & billing, document management, engagement letters, integrated payments, and powerful reporting!
Wolters Kluwer enables tax and accounting professionals to grow, manage, and protect their and their clients’ businesses. Expert solutions — in compliance, collaboration, internal and external audit management, tax research and firm management — integrate deep domain knowledge with workflows to ensure compliance, improved productivity, effective management, and strengthened client relationships.
K1x is the leading data distribution platform for alternative investments tax compliance. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, tran...