4 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...
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...