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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Summ
Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. Backed by Airtree, Coinbase Ventures & 20VC.
With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines.
Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more.
Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets.
With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals.
Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.
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Caseware Corporation Tax
Effortlessly create, categorize, analyze, compute, and file CT600s through a single, user-friendly platform. Featuring the most up-to-date taxonomies and revised CT600 forms, our software enables you to prepare and submit an unlimited number of tax returns directly to HMRC online with ease. You can swiftly fill in your capital allowances additions worksheet by importing data directly from your Excel fixed asset spreadsheet. Additionally, utilize our specialized group relief and loss allocation worksheets to claim or surrender losses from the current year or those carried forward. Whether you're seeking R&D tax relief under the SME scheme with its enhanced deductions or through the large company RDEC, our tool accommodates both options. Furthermore, you can segment your profit and loss account into distinct trade and investment activities, allowing for detailed adjustments, allowances, and claims to be recorded separately in your computations. This comprehensive approach streamlines the entire tax return process while ensuring accuracy and compliance.
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BTCSoftware
Our software encompasses Tax, Accounts Production, and Practice Management, along with a variety of additional functionalities. It seamlessly integrates with the tools you rely on most, providing accountancy practice software designed to enhance the efficiency and profitability of your operations by streamlining client work. With an emphasis on simplicity and affordability, our solution enables businesses to manage tax and accounts production effortlessly. The user-friendly interface allows both accountancy and legal firms to serve their clients with greater efficiency and profitability, delivering exceptional value for investment. Additionally, accounting and finance professionals in various industries utilize our software to ensure smooth tax compliance and accounts management. Our comprehensive suite includes Practice Management, Accounts Production, Self-Assessment, and Corporation Tax modules, specifically tailored for accounting experts in both practice and corporate environments. Thanks to powerful integrations, our customers experience enhanced convenience, while features such as automatic iXBRL tagging and direct submission to HMRC simplify the entire process. Ultimately, our software not only streamlines workflows but also empowers professionals to focus on what truly matters—their clients.
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