10 Total Companies
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...
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...
Figured's farm financial management platform is used by hundreds of accounting firms and tens of thousands of farmers worldwide. Integrating with cloud accounting software (QuickBooks Online, Xero) on a single ledger, Figured provides agribusiness-specific financial insights in real-time, empowering CPAs to streamline farm tax, enhance reporting and deliver value-added advisory services at sc...
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!
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 is an all-in-one platform that has helped millions of entrepreneurs easily start, manage, and grow their businesses. Through our CPA Partner Program, we collaborate with accounting professionals to offer their clients streamlined LLC formation and business management solutions—all while enabling them to generate new revenue streams and deepen client value.
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...
Capterra is the #1 destination for organizations to find the right software and services, with 100,000+ solutions across 900 software types. We offer access to over 2 million verified reviews, in-depth product comparisons, and data-backed annual software ranking reports for over 350 types of software— helping organizations save time, increase productivity and accelerate their growth.