7 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...
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!
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...
Verito handles cloud hosting and IT for tax and accounting firms. We keep your systems running so you can focus on your clients instead of tech problems.
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...
