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...
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!
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...