13 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).
Karbon is the #1-ranked accounting practice management platform helping firms of all sizes operate smoothly and efficiently. By bringing your team, clients, systems, and data together in one place, you can significantly improve visibility, efficiency, and connectivity across your entire firm.
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...
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!
QuickFee helps professional service firms get paid faster and reduce aging Accounts Receivable. Combining easy payment options with powerful invoicing integrations, QuickFee speeds up the entire engagement-to-cash cycle for firms. Through the QuickFee payment portal, your clients also have the flexibility to pay their provider with Card, ACH/eCheck, or a payment plan over 3-12 months. No matter wh...
FincenFetch is the leading platform to simplify FinCEN’s CTA filings for firms - currently powering hundred of firms across the U.S. with automated SOC2 secure BOI reporting solutions. Our filing solutions include dozens of features at affordable pricing, including eFiling to FinCEN, automatic client reports, firm staff-member permissions, A.I. report autofilling from ID uploads, updated report su...
Forwardly is an award-winning business payment solution that revolutionizes how small businesses send and receive payments. The real-time payment-enabled platform empowers small businesses to get paid instantly, 24/7/365. With Forwardly, businesses and accountants gain the power to manage their cash flow effortlessly through instant payments, ensuring quicker access to funds and eliminating unnece...
Infinity Globus is trusted by over 200 CPAs and accounting firms as their premier accounting outsourcing partner. With two decades of experience and a team of 250 skilled professionals, we excel in transforming global accounting operations, delivering measurable results that drive growth and efficiency.Comprehensive Services: We handle everything from Tax Preparation, Bookkeeping, Accounting ,Payr...
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!
Blue J is a tax technology company on a mission to bring absolute clarity to tax law. Blue J's software empowers tax and legal professionals to perform exceptional analysis and deliver deeper insights faster. Accounting firms of all sizes harness Blue J's best-in-class generative AI solution to quickly respond to their clients' questions, unlocking extraordinary customer value.
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...
Tailor Brands offers an all-in-one platform that helps entrepreneurs easily start, manage, and grow their businesses. Through our CPA program, we partner with accounting professionals to provide their clients with streamlined LLC formation services, branding tools, and business management solutions—empowering CPAs to add value while earning revenue.
With over 50 years of proven excellence, Datamatics Business Solutions is a trusted outsourcing partner to 200+ CPA firms across the US, UK, Australia, and Ireland. We deliver exclusive outsourcing solutions that are digitally enabled, scalable, and fully compliant with global data and information security standards. We empower CPA firms to streamline operations and attain sustainable growth t...