8 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!
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...
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.
IRIS specializes in providing advanced payroll software and managed services designed for accounting firms, CPAs, and payroll service bureaus. Our payroll software empowers firms to process payroll in-house with ease, automating time-consuming tasks like tax calculations, filings, and compliance updates. This not only reduces errors and cuts costs but also increases efficiency and revenue while mi...