Trolley
trolley.com
Trolley is the end-to-end payouts platform built for the internet economy, helping businesses make and manage payouts to contractors around the globe. Finance and product teams across hundreds of organizations—including Envato, Downtown Music, Bugcrowd, GoTo, & Viral Nation—use Trolley to automate processes and enable payouts at scale. Annually, Trolley sends billions of dollars in 210+ countries and territories, with over 2.5 million total recipients on the platform. Trolley is on a mission to unlock the collective economic opportunity of the internet.
Fieldguide
fieldguide.io
Built by and for practitioners, Fieldguideʼs AI Advisory & Audit Cloud makes it amazingly easy for clients and teams to automate the entire lifecycle of any type of engagement. Our cloud-based software helps firms take advantage of the increasing demand for audit and advisory services by addressing the challenges of scarce talent, remote collaboration, and modern client expectations. Fieldguide provides end-to-end visibility across all engagements, streamlined collaboration with distributed clients and teams, and unparalleled staff productivity for any framework, including SOC 1 & SOC 2, HITRUST, PCI DSS, HIPAA, and many more. Instead of juggling siloed legacy tools, practitioners can rely on Fieldguide as a single source of truth, with all the capabilities that they need to run engagements from kickoff to completion. Streamlined requests, AI-powered document management, intelligent framework mapping, and one-click reports are just some of the unique Fieldguide features that help firms drive greater visibility across all engagements, while delivering a first-class client experience. Top 500 firms like Wipfli, Mazars and BerryDunn trust Fieldguide to increase revenue, boost client satisfaction, and improve profits. Fieldguide has received multiple awards from industry associations, and the company is backed by top venture capital firms, including 8VC, Y Combinator, and Floodgate.
CheckMark
checkmark.com
CheckMark Multiledger is a multi-user, cross-platform accounting software for Mac and Windows. It is simple to use and affordable for small businesses. With CheckMark Multiledger, you can spend less time doing bookkeeping and more time running your business. With its full range of accounting features, including accounts receivable, payable, and inventory, CheckMark Multiledger allows businesses to spend less time on bookkeeping and more time focusing on running the business. CheckMark Multiledger maintains a complete transaction history for the past year and allows for transactions to be modified and adjustments to be made to any month in the current year. It also includes a set of financial reports, such as a Chart of Accounts, Trial Balance, Balance Sheet, Income Statement, and more. CheckMark Multiledger's multi-user capabilities allow up to 10 users to access company files on a shared volume. CheckMark MultiLedger is a comprehensive accounting software for small businesses, providing everything you need to manage your operations efficiently and effectively. It's time to upgrade your business and take it to the next level with MultiLedger.
TaxJar
taxjar.com
Sales Tax Compliance for Modern Commerce. TaxJar is reimagining how businesses manage sales tax compliance. Our cloud-based platform automates the entire sales tax life cycle across all of your sales channels — from calculations and nexus tracking to reporting and filing. With innovative technology and award-winning support, we simplify sales tax compliance so you can grow with ease.
Panalitix
panalitix.com
Panalitix's technology solutions transform how client's business attracts and manages clients, improves the team, optimizes business processes, and introduces higher margin products.
Taxaroo
taxaroo.com
Taxaroo is a modern cloud-based tax practice management tool. We enable tax firms to save time, make more money and improve their quality of life by providing a better, online customer experience with our suite of practice efficiency tools. Includes client portal and communications hub (video, SMS and chat), workflow, IRS-compliant electronic signatures and even invoicing putting everything on autopilot for your firm.
Xenett
xenett.com
Xenett is a smart cleanup tool that automatically identifies errors and inconsistencies in seconds. It simplifies the close and review process by centrally managing closing tasks, checklists, and reconciliations. Additionally, it facilitates seamless collaboration with clients to address any open items or missing information.
Diagnostax
diagnostax.co.uk
Unlock your tax advisory and consultancy potential - we promise it’s not scary . Tax advice can be seen as complex and confusing but at Diagnostax, we are on a mission to make tax advice easy to understand and accessible to those who need it most: SMEs. We take a holistic approach to tax advice, providing accountants and advisors with a one-stop tax advice and advisory portal. Equipping them with practical, digital tools to scale their tax advisory services in a sustainable and profitable way; benefitting them and their clients .
Abound
withabound.com
Abound helps businesses automate 1099 compliance instantly and effortlessly through a combination of world class APIs, drop-in components, and deep subject matter expertise. Together with our partners, we’re building the future independent workers want to work in.
Bright Return
brightreturn.com
BrightReturn offers a comprehensive solution for automating accounting practices, elevating efficiency, security, and productivity. With a commitment to enhancing the accounting landscape, BrightReturn's software presents a range of features designed to streamline workflow, bolster security, and enable growth. The allure of BrightReturn lies in its multifaceted benefits. Accounting firms can embrace cutting-edge practice management software that automates mundane tasks, facilitating seamless communication and expanding service offerings. This transformation not only drives business growth but also enhances client return on investment, ensuring a strategic advantage in a competitive landscape. Employee retention also stands to benefit. By automating workflow processes and fostering collaboration, the software cultivates a more engaged and satisfied workforce. The accessible training resources contribute to skill enhancement, amplifying job satisfaction and overall employee investment. Productivity is another hallmark of BrightReturn. The software's time-saving features, coupled with efficient client management, financial oversight, and collaborative tools, empower firms to operate more effectively. With BrightReturn, tasks are automated, deadlines are met, and financial management is streamlined. BrightReturn Features:- * Client App & Portal: Empower client engagement. * AI Document Management: Secured Data Exchange, Data Extraction with AI * Automated Workflow: Liberate time, and reduce errors. * Agile Project Management: Stay on top effortlessly. * Task Management: Organize with ease. * HelpDesk Inbox: Unify client communication. * Client Management: Strengthen relationships. * Broadcast: Powerful team and client communication. * HelpDesk: Centralized client support. * Time Tracking: Efficient time management. * HRMS: Manage team attendance, leaves and holidays and work in one place.
Connect4
connect4.app
The client meeting platform. Where client relationships flourish. Prepare, Meet, Act. Progress client relationships with Connect4's easy meeting preparation, delivery and accountability tools. Client centric firms know it's good to talk with clients - turn once throw-away meetings into actionable, connected experiences for clients while building trust in your team’s delivery and growing recurring revenue. Explore more about Connect4 at https://www.connect4.app/
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