3 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...
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...
CPA Pilot is an AI-powered assistant built specifically for tax and accounting professionals. Designed for CPAs, EAs, and firm leaders who require precision, compliance, and efficiency, CPA Pilot goes beyond general-purpose AI to deliver secure, source-cited, and workflow-integrated intelligence across every stage of tax work.Key Capabilities:Authoritative Tax Research: Provides accurate, citation...