MoneyBook Reviews & Product Details

TaxGPT is an AI-powered tax operating system built to eliminate 90% of the time spent on complex tax research, writing, and quality control. Get instant, cited answers to complex U.S. and Canadian federal, state, and local tax questions from the Tax Code, IRC, regulations, and rulings. Draft tax memos, IRS/CRA notice responses, and client communications instantly. Run multi-jurisdictional research simultaneously with TaxGPT Matrix. Automate tax return reviews with Agent Andrew to flag errors and uncover missed savings. Use Client Intelligence to centralize all client data, documents, and research threads in one dashboard. Model-agnostic architecture, SOC 2 Type II compliant, with zero data training on clients’ data.

Capitaliz does more than confirm your business' value. Intelligent recommendations guide that value upwards through business development approaches such as process improvement, reducing risks, and creating sustainable growth. Powered by Succession Plus, based on millions of exit planning data points. With Capitaliz, SMEs now have a purpose-built tool to deal with benchmarking and comparison with industry competitors to identify over or underperformance. Business owners can access real-time, benchmarked data on the value of their business.

VoxSmart's Mobile Capture solution offers real-time, multichannel mobile communication capture for Android and iOS devices, ensuring comprehensive compliance across organizations. It seamlessly records all mobile communications, including calls, voicemails, SMS, and instant messaging platforms like WhatsApp, without compromising user experience or functionality. Key Features and Functionality: - Calls & Voicemail: Provides crystal-clear, network-grade voice capture on any device, ensuring high-quality recordings. - SMS Capture: Securely captures and archives text messages across all networks, adhering to global regulatory standards. - Instant Messaging: Enables compliant communication on leading chat platforms, including WhatsApp, without requiring new numbers and supporting both mobile and desktop applications. - Network Agnostic: Operates independently of network providers, functioning seamlessly across various networks. - Proactive Compliance: Automatically monitors compliance and proactively alerts users to potential breaches. - Real-time Capture: Records communications as they occur, making them immediately available for investigation. - Native WhatsApp Capture: Allows users to utilize WhatsApp with full features and functionality, ensuring compliance without altering user experience. - Deployment Flexibility: Available for download via official app stores or deployable globally using any Mobile Device Management platform. Primary Value and User Solutions: VoxSmart's Mobile Capture addresses the critical need for regulated organizations to monitor and archive mobile communications in compliance with global regulations. By providing a comprehensive, real-time capture solution that integrates seamlessly with existing workflows, it ensures organizations can meet compliance requirements without disrupting daily operations. This solution mitigates the risk of non-compliance penalties, enhances transparency, and supports a globally distributed, hybrid workforce by maintaining consistent coverage and connectivity without international calling fees.

With Simple, you get a stylish Simple Visa Card, no surprise fees, and powerful budgeting and savings tools built right into your account all accessible via web, iPhone, and Android.

LexisNexis® RiskView™ is a comprehensive suite of credit risk assessment solutions designed to enhance lenders' ability to evaluate consumer creditworthiness. By integrating alternative data sources—including non-credit events and alternative credit inquiries—RiskView™ provides a more holistic view of an individual's financial behavior, enabling more informed lending decisions. Key Features and Functionality: - Alternative Data Integration: Incorporates non-traditional data such as professional licenses, public records, and asset ownership to assess credit risk. - Comprehensive Consumer Coverage: Evaluates over 90% of traditionally unscorable applicants, including those with thin or no credit files. - Enhanced Predictive Insights: Offers over 350 next-generation attributes that provide granular insights into consumer behavior. - Flexible Solutions Suite: Includes products like RiskView™ Scores, RiskView™ Attributes, and RiskView™ List Generation to support various stages of the customer lifecycle. Primary Value and User Benefits: RiskView™ empowers lenders to expand their addressable market by identifying creditworthy individuals who may be overlooked by traditional credit assessments. This leads to increased approval rates, more competitive and profitable offers, and improved risk management. By leveraging alternative data, lenders can make more confident decisions, enhance portfolio growth, and promote financial inclusion.