Products

TaxScout.ai is an AI-native practice management platform built for CPA firms. It replaces fragmented tools like TaxDome, Canopy, and Karbon with one integrated system. Features include AI document extraction for 180+ tax forms, 5-layer validation, 9 AI research agents with real-time IRS search, pipeline management, e-signatures, and client portal.

Fidu is a comprehensive client experience platform designed to empower law firms in selling, delivering, and scaling subscription and flat-fee legal services. By replacing traditional client portals, Fidu offers a firm-branded interface that streamlines operations, enhances efficiency, and automates upselling processes through the integration of advanced AI technologies. This enables legal professionals to provide continuous value to their clients without the constraints of billable hours. Key

Streamline quoting with guided intake from RiskAdvisor—no double entry, better data, more sales. Guided intake that qualifies and converts leads One-click sync to your CRM—no more double entry One form, all your raters—goodbye redundant workflows Agent & Client Facing Forms ready to convert Dec Page Retrieval and Branded Proposals Included

EverSet is an all-in-one event planning platform built specifically for DJs and event professionals. It helps DJs manage clients, plan events, organize timelines, collect song requests, and collaborate with couples or event hosts in one streamlined workspace. With EverSet, DJs can send customizable planning portals to clients where they can select songs, answer planning questions, and build their event timeline together. The platform also includes CRM tools for managing leads, contracts, and ev

DataAlly is a creative analytics platform designed specifically for marketing agencies to optimize Facebook ad performance. By systematically tracking and analyzing creative elements, DataAlly transforms ad performance data into actionable insights, enabling agencies to enhance their strategies and deliver superior results for clients. Key Features and Functionality: - Creative Tracking Dashboard: Allows agencies to tag and monitor various creative aspects—such as messaging angles, creators, a

LawSwitch is an innovative client engagement platform designed specifically for law firms, enabling them to automate and streamline various processes such as client intake, document drafting, meeting scheduling, and enquiry handling. By integrating intelligent chatbots and automated document generation, LawSwitch enhances operational efficiency and client interaction, allowing legal professionals to focus more on delivering quality legal services. Key Features and Functionality: - Automated Do

Osler is recognized for the breadth and depth of its practice in business law and is consistently ranked as one of Canada's top firms. Proactive, pragmatic, experienced, innovative and collaborative, our team of over 400 lawyers is driven by the specific needs of our clients. At Osler, we do everything it takes to maintain our position as one of Canada's leading business law firms, meeting and exceeding the expectations of our clients, lawyers, students, staff and communities.

FinBursa’s 360 Solution provides financial advisory firms, asset managers, and institutional investors with a secure, white-labeled platform designed to streamline deal and pipeline management, client engagement, and opportunity discovery. Featuring built-in Virtual Data Rooms, intuitive collaboration tools, and direct access to a global marketplace of private investment opportunities, the 360 Solution helps firms expand their reach, engage more effectively, and support client growth and diversi

Envelope The world’s first AI agent for event management What is Envelope? Envelope is an AI-powered event management platform that eliminates the repetitive work of planning events. Instead of spending hours on landing pages, email campaigns, guest lists, and forms, organizers just type in their event details—and Envelope instantly generates everything they need. It’s the fastest way to move from idea to live event. Who uses Envelope? Envelope is built for event organizers of all sizes: • Co

Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in near real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting – a

Total Family is a legacy planning platform built for wealth advisors, RIAs, and enterprise wealth firms. The software helps advisors engage client families beyond portfolio performance by guiding conversations around vision, values, purpose, family roles, milestones, and legacy letters. Advisors can invite client families into a white-labeled experience, use KinAI to prepare for and support legacy conversations, and access advisor education and resources inside the platform. Total Family is desi

Fillnex is a browser extension designed to automate the process of filling out web forms, streamlining tasks for SEO professionals, digital marketers, and agencies. By utilizing saved profile data, Fillnex enables users to complete signup forms, login fields, and other web forms with a single click, supporting over 1,000 websites. Key Features and Functionality: - Instant Form Fill: Automatically populates all fields on any webpage, including names, emails, addresses, phone numbers, dropdowns

MyCustomerLens is an always-on client listening platform designed to help professional service firms unify and analyze client feedback in real-time. By aggregating both formal and informal feedback sources, the platform enables businesses to stay attuned to evolving client expectations and behaviors, facilitating faster and more informed decision-making. Key Features and Functionality: - Unified Feedback Collection: Centralizes all client feedback, including interview transcripts, surveys, pit

Four Point Solutions Ltd. is a premier Adobe Solution Partner specializing in delivering innovative, end-to-end applications tailored to enhance client efficiency and engagement. Established in 2003, 4Point's team comprises experts in software consulting, project management, and sales, dedicated to developing and supporting cutting-edge solutions based on Adobe enterprise technology. With a deep-rooted history in document and form technologies, 4Point employs many of the original architects of A

Fluent BI is an AI-powered business intelligence platform that transforms raw data into actionable insights without the need for coding or SQL expertise. Users can upload spreadsheets, PDFs, or CSV files and interact with their data by asking questions in plain English. The platform instantly generates charts, live dashboards, and presentation-ready PDF reports, streamlining the data analysis process and eliminating manual reporting inefficiencies. Key Features and Functionality: - AI-Powered

Shopno Career  IT-Top Digital marketing company in Bangladesh, It is a privately owned marketing Support and digital marketing Administrations business formed in 2017.  One of the prominent Digital Marketing Solution Companies in Bangladesh with a strong capable team that provides an extensive range of products and services. Today we’re glad to flaunt a solid group. We are determined to surpass your desires and structure a long haul, mutually beneficial relationship with you. Growth your bus

Webage is a Romanian full-service web design and digital marketing agency delivering end-to-end online solutions for businesses of all sizes. Founded and led by Radovan Dragoslav, the agency combines strategic design with technical expertise to build responsive, SEO-optimized websites that convert visitors into clients. Core services include: - Website Design & Development – custom presentation sites and full-featured e-commerce stores, delivered in 2–4 weeks, starting from €249 with flexi

Beau is an innovative platform designed to transform client-facing document management by automating the extraction, verification, and processing of data from various document formats, including PDFs, images, and scans. By eliminating manual data entry and reducing the need for back-and-forth communications, Beau streamlines workflows and enhances operational efficiency. Key Features and Functionality: - Automated Data Extraction and Verification: Beau intelligently extracts and verifies data

SurePoint Practice Pro (formerly ZenCase) is the modern legal practice management solution built for firms of every size. It unites matter management, workflow automation, and collaboration to help firms scale quality across matters, reduce administrative burden, and deliver consistent client outcomes.

The Outlook PST Export Tool by Cigati Solutions is a comprehensive utility designed to facilitate the seamless migration and backup of Outlook PST files. It enables users to convert PST files into various formats and import them into multiple email clients, ensuring data integrity and preserving the original folder hierarchy throughout the process. Key Features and Functionality: - Versatile Conversion Options: Supports conversion of PST files to multiple formats, including MBOX, EML, MSG, PDF