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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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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TeamDesk
TeamDesk is the leading AI-enhanced Low-Code database platform for creating powerful and flexible web-based databases with AI assisted development and AI-enhanced data analysis.
TechRadar named TeamDesk as the best database platform of the year.
TeamDesk provides Artificial Intelligence as well as predefined solutions for rapid online database creation without coding.
Business owners and citizen developers can utilize AI to build unique databases for any type of industry that precisely fit their business workflow and organize gathering, sharing and managing business information.
TeamDesk online database software is fully scalable and customizable to accommodate customers’ ever evolving business needs.
TeamDesk provides:
AI (Artificial Intelligence) integration
AI-Assisted Development
AI-enhanced Data Analysis
API, Web hooks, Zapier
unlimited data storage
unlimited number of records and tables
unlimited database complexity
free trial
free unlimited support
for a low flat rate.
TeamDesk is fully scalable.
From small companies to large enterprises, from specific manufactures to vertical business integration, system scalability accommodates customers' business growth and adjusts to evolving business model.
Enterprise Edition supports custom domain, white labeling, SSO via SAML2, unlimited databases centralized security management.
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Qval
Protect your valuation strategy, streamline the procedure, and minimize the time devoted to reporting with Qval. Firms engaged in private equity, growth equity, and venture capital require precise insights into the valuation of private assets within their portfolios to meet investor reporting and compliance requirements. Qval is S&P Global's distinctive software-driven valuation tool tailored for asset managers with investments in private markets. Effortlessly refresh valuations throughout your portfolio at unprecedented speed, address inquiries from third parties with assurance, and guarantee that the reported carrying values by your team are consistent with firm-wide valuation standards and industry best practices. Initiate quickly with a solution that has been rigorously tested for audits, having handled over 10,000 cap table and COI filings while automating more than 95,000 portfolio valuations. Furthermore, Qval is seamlessly integrated with iLEVEL and our comprehensive suite of private market solutions, facilitating efficient workflows and automating numerous time-consuming tasks, thus enhancing overall operational effectiveness.
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