5 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...
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!
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...
