If you are an existing vendor, you can review our documentation to get started managing your company.
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...
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.With our Request List Management tool, firms can automate and simplify...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...
Taxfyle provides an alternative staffing solution to alleviate firms nationwide. You face stress, long nights, and endless work every tax season. When you partner with Taxfyle, you can tap in to the internet's largest accounting workforce; our network of CPAs and EAs, each based in the U.S. There's no training required when you work with your Tax Pro, and all communication and job manage...
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!
Valid8, the global leader in Verified Financial Intelligence (VFI) technology, was designed by forensic accountants to help professionals follow the money faster and more accurately, improving the speed and quality of rendering a professional opinion. Valid8 uses the latest in AI and automation technology to rapidly parse, categorize, match, and reconcile financial data from numerous sources. Hund...
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...
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...
