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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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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PRODDIA®AERO
PRODDIA®AERO is a cutting-edge Structural Health Management system designed to deliver essential insights regarding the structural condition of aircraft to operations and maintenance decision-makers. By offering real-time visibility into the integrity of structures at the fleet, system, and component levels, it enhances aircraft availability while simultaneously lowering operational and maintenance expenses. As the leading platform for monitoring structural health, operational loads, and performing damage tolerance analyses on active aircraft, PRODDIA®AERO stands out as a comprehensive health management solution for a variety of fleets, including fixed-wing aircraft, helicopters, and UAVs. This innovative system skillfully integrates both model and experimental data through proprietary technology, employing a carefully selected number of sensors to provide a precise diagnosis and prognosis of the aircraft's structural health with remarkable accuracy. Additionally, PRODDIA®AERO is compatible with a diverse range of sensor technologies and data acquisition systems, utilizing standard hardware to ensure versatility and effectiveness in various operational environments. Ultimately, PRODDIA®AERO represents the future of aircraft health management, paving the way for more efficient and reliable aviation operations.
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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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