Results for “client portals”

• Ready to Adviseby Thomson ReutersTax planning software that turns client tax data into advisory opportunitiesContact salesWatch
• Botkeeper Infiniteby BotkeeperAutomate client bookkeeping and review exceptions across a firm$59/user/moWatch
• CCH Axcess Intelligenceby Wolters KluwerAI document review and research assistant for tax professionals, built into CCH AxcessContact salesWatch
• Laurelby LaurelAI timekeeping and work-intelligence software for professional services firms.Contact salesWatch
• CoCounsel Tax, Audit & Accountingby Thomson ReutersAI research, document analysis and drafting for tax, audit and accounting teamsContact salesWatch
• Stack by Rampby RampAI operating system that runs accounting work for finance teams, with human review before it posts.Contact salesWatch
• Dext Prepareby DextCaptures receipts and invoices, extracts line items, and syncs them to accounting software$25.21/moFree trialWatch
• Booke AIby Booke AIAutomate bank-feed work inside QuickBooks Online and Xero$129+/moWatch
• TaxGPTby TaxGPTYC S24Research tax questions and prepare work for professional reviewContact salesWatch

That’s all 9 tools.