Search results for Paloma

Paloma is AI client intake, document collection and tax prep software for small and new accounting firms. Clients finish custom intake forms from one secure link on their phone, with no portal login. Every answer adds the right documents to their checklist, and Paloma reminds them about anything still missing, from your firm's own email address. When documents arrive, Paloma reads W-2s, 1099s, K-1s and more, files them into an organized folder, and builds a prep ready workpaper where every number links back to its source page. Returning clients get a short "what changed" form built from last year's return instead of a full organizer. Finished returns go back through secure delivery with e-signature on authorization forms. Paloma works alongside the tax software you already use (Drake, UltraTax, Lacerte and others) and connects to Google Workspace, Microsoft 365 and QuickBooks. Pricing is per firm, not per seat, starting at $65 a month for firms in their first two years. SOC 2 Type 1.

Paloma powers commerce on messaging channels, helping brands more than double conversion rates with automated personal shopping conversations.

Paloma is the complete operating system for pharmacy-billed home infusion agencies, infusion suites, and concierge IV nursing providers. Built by a Registered Nurse and Administrator with 16 years of operational experience — including zero-deficiency state surveys, VA Community Care billing, and specialty pharmacy contracting — Paloma encodes real operational knowledge into software that prevents citations before they happen. REFERRAL INTAKE WITH AI PARSING Upload any referral document — fax, PDF, physician Rx pad, VA Community Care packet, or hospital discharge — and Paloma's AI parser extracts 20+ fields automatically. Patient demographics, ordering physician with NPI verification, specialty pharmacy, drug, ICD-10 diagnosis, authorization number, payer, and cert period populate in seconds. Duplicate patient detection prevents double records. What used to take 20 minutes takes 90 seconds of review. COMPLIANCE OPERATING SYSTEM Paloma ingests your agency's complete policy manual — 190+ policies across 12 sections — and maps every policy to the workflows that generate evidence. A live compliance score (0–100) shows exactly where evidence gaps exist. The "Why Am I At Risk?" analysis identifies which policies have no supporting evidence and links to the workflow that closes each gap. The Survey Simulator generates a 40-page readiness report showing what a surveyor would find today. Daily compliance briefs keep the DON and Administrator informed. SCHEDULING WITH ELIGIBILITY ENFORCEMENT Full scheduling with week, day, month, list, and suite chair views. Every visit assignment runs four automatic checks: discipline match, credential validity, compact license state coverage, and drug competency. Expired licenses block assignment. Nurses cannot be double-booked. Unauthorized visits are blocked. At 80% utilization, reauthorization alerts fire automatically. CREDENTIAL MANAGEMENT Complete employee file system with AI document scanning. Upload any credential and the system reads and populates fields automatically. OIG exclusion check tracking with 30-day overdue warning. Compact license validation with NURSYS link. Driver's license state mismatch warning. DON approval gate required before any nurse can be scheduled. Date Pulled recorded on every document for survey audit trail. BILLING Pharmacy invoice generation with per-contract billing rates — flat rate, tiered hourly, or per-visit with mileage deductible. Visit notes automatically attached to invoices. Supply reorder forms routed to the correct pharmacy supply email, separate from the invoice email per contract. UB-04 generation for VA Community Care claims. Aging report tracks outstanding balances. WHO IT IS FOR Home infusion agencies billing through specialty pharmacies. Infusion suites with chair-based scheduling. Concierge IV nursing providers. VA Community Care nursing agencies. Hybrid operations running multiple care models. All 50 states. Live in 7 days with white-glove migration included.

Paloma is a digital communication platform integrating email marketing, SMS messaging, event management, and marketing automation into one system. It enables organizations to create newsletters, send SMS messages, manage event registrations, and automate workflows using a shared contact database for multi-channel strategies. Features include GDPR-compliant email design, time-sensitive SMS, event tools for invitations, ticket sales, and participant tracking, plus marketing automation for targeted messaging. Contact management supports importing lists or collecting subscribers via forms. Data is stored on Swedish servers via Telia Cygate, with consent management and double opt-in verification. Operating since 2003, Paloma offers real-time tracking of campaign performance, including opens, clicks, and registrations, with Swedish customer support during business hours. Pricing is based on sending volume with unlimited contacts in every plan, and a free plan is available with no credit card

Paloma, the Event Success Platform for the hospitality industry. We replace cluttered inboxes and repetitive admin with a single workflow that works 24/7 to capture inquiries, qualify guests, and give event teams everything they need to deliver exceptional guest experiences. The result is more revenue, greater productivity, and a private events programme that keeps improving with real-time insights across every location.

Cisco Unified Communications Manager (Unified CM), formerly known as Cisco CallManager, is a comprehensive call-processing system that delivers reliable, secure, and scalable voice and video communications for enterprises. It integrates voice, video, messaging, and mobility services, enabling seamless collaboration across various devices and locations. Key Features and Functionality: - Unified Communications: Provides IP telephony, high-definition video, unified messaging, instant messaging, and presence capabilities, consolidating communication tools into a single platform. - Enhanced Mobility: Supports mobile and remote workers with features that enable productivity from any location, transforming workspaces and attracting top talent. - Scalability: Accommodates organizations of varying sizes, from small businesses to large enterprises with up to 80,000 users, ensuring the solution grows with the organization's needs. - Cloud-Connected Operations: Offers Webex Cloud-Connected UC services, allowing centralized control of operations functions such as upgrades, analytics, and troubleshooting across multiple sites. - Open and Interoperable: Supports industry standards and a broad ecosystem of third-party integrations, facilitating rich collaboration and embedding communication within business applications. - Security and Compliance: Utilizes the latest authentication, encryption, and communication protocols, complying with key industry certifications to secure data and communications across various sectors. Primary Value and Solutions Provided: Cisco Unified Communications Manager addresses the need for a cohesive and efficient communication system within organizations. By integrating various communication services, it simplifies infrastructure, reduces costs, and enhances collaboration among employees, regardless of their location or device. Its scalability ensures that businesses can adapt to growth and changing requirements, while robust security measures protect sensitive information. The solution's flexibility, including cloud-connected options, allows organizations to modernize their communication systems and support a dynamic workforce effectively.

SurveyMonkey is a leading survey and feedback management solution, trusted by millions of users across more than 300,000 organizations around the world. SurveyMonkey and its AI-powered tools empower organizations of all sizes to deliver world-class experiences for their employees, customers, and stakeholders.

Paloma365 is an all-in-one cloud POS and management system for hospitality, retail and service businesses. Because it runs on any device — phone, tablet, laptop, low-spec POS or a bank POS terminal — teams launch fast without buying dedicated hardware. Sales, inventory, analytics, loyalty and staff apps (waiter, kitchen screen) live in one platform with an unusually broad set of hardware and service integrations. Trusted by 20,000+ businesses over 13+ years.

Pagemaker is a mobile-first page builder that is codeless and incredibly simple to use.

Close is an all-in-one sales CRM designed to increase sales productivity for sales teams. With built-in calling, email, SMS, and more, sales teams are able to close more deals and make more sales—all without manual data entry!

BILL (previously Bill.com) is a leader in financial automation software for small and midsize businesses. BILL solutions empower businesses to automate their finances, providing them greater efficiency, visibility and control over their financial operations.

Palomar Group AI is a boutique consulting firm specializing in delivering intelligent artificial intelligence solutions to businesses of all sizes. With a team of seasoned specialists, Palomar Group AI focuses on transforming innovative ideas into actionable business solutions through rapid prototyping and iterative development processes. Their expertise spans various industries, including retail, consumer goods, banking, and finance, ensuring tailored solutions that drive growth and operational efficiency. Key Features and Functionality: - On-Demand Innovation Teams: Provides specialized teams equipped to handle complex AI projects without the need for internal recruitment. - Iterative Development Methodology: Employs a design-build-test-evaluate approach, allowing for rapid prototyping and incorporation of market feedback to refine solutions continuously. - Comprehensive Service Offerings: Offers a range of services, including innovation strategy and planning, product development, data engineering and management, decision sciences, analytics and reporting, solution support, innovation lab setup, and solution monetization. - Transparent Collaboration: Utilizes real-time collaboration tools to ensure clients have continuous visibility into project status and can engage with virtual teams as desired. Primary Value and Solutions Provided: Palomar Group AI addresses common obstacles in innovation, such as limited bandwidth, time constraints, skill gaps, and cultural challenges. By offering on-demand, specialized teams and employing a disciplined, startup mindset, they enable organizations to accelerate the development and deployment of AI solutions. This approach not only enhances operational efficiency but also fosters a culture of continuous innovation, allowing businesses to stay competitive in rapidly evolving markets.

Calamari makes absence & leave management easier in IT teams. You can plan and track all types of vacation, paid time off, sickness.

Duda is a web design platform for web professionals and agencies of all sizes, with powerful team collaboration and client management tools for building and managing websites at scale. Our platform enables you to build feature-rich websites that are perfectly suited to desktop, tablet and mobile, and automatically optimized for Google PageSpeed.

OPAL Marketing lets you translate anything faster and better.

Automate mass payment to global partners and providers

Panoma offers everything you need to make a name for yourself on the Web, from domain names and website builders to complete eCommerce solutions.

Self-service data discovery. Fastest to actionable insight. Collaborative, predictive, event-driven data analysis - free from IT.

CalcMaster advising and calculation software. Injection moulding software for optimization and calculation of moulded products.