5 Total Companies
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the...
Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. The company’s cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its ind...
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!
Categorize Me streamlines the bookkeeping process by syncing with QuickBooks Online and enabling accountants and bookkeepers to efficiently categorize transactions with clients, resulting in faster monthly book closings.
Software Advice simplifies software buying. Through 1-on-1 conversation and trusted insights, industry-specific advisors guide buyers to top software options in as little as 15 minutes (and it’s 100% free).