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67 Total Companies
The 4FP Agency was founded to connect clients with the financial planners that need them. We offer a range of services to financial planners ranging from five ways to improve a firm's Search Engine Marketing, compliant SaaS services, and proven consulting frameworks. With our Search Titan suite we have five solutions that make you #1 in search to get your prospects to find you in Google.4FP...
Accounting firms and financial services professionals count on Tech Advisors to be their complete resource for managing information technology (IT), cloud computing and cybersecurity defense and compliance. We can help you reach the next level in efficiency and security by PUTTING THE RIGHT TECHNOLOGY TO WORK for your firm. Tech Advisors provides accounting firms with a fully hosted and managed so...
LinkSquares is the leading AI-powered contract lifecycle management platform trusted by more than 1,000 customers, including DraftKings, ProPharma, Wayfair, and the Boston Celtics. LinkSquares' advanced AI engine is uniquely designed with a proprietary blend of predictive and generative AI, specifically trained to excel with legal documents. LinkSquares revolutionizes contract management by d...
NetDocuments is the leading cloud document management system (DMS) that provides a reliable and secure way to create, edit, store, locate, and collaborate on documents anywhere using any device, so you can stay focused on clients and outcomes. NetDocuments helps lawyers – individually and collectively – Work Inspired by delivering on promises, providing technology that gets out of their way so the...
re:Members' Association Management Software (AMS) solutions and/or our Chapter Performance solution helps associations streamline operations, make smarter decisions, and deliver exceptional member experiences.We provide powerful solutions that help our clients improve the world. Let us show you what’s possible with re:Members.
The Secure, Scalable Spreadsheet Platform for Modern Compensation Planning. SecureSheet transforms your existing spreadsheet into a centralized, secure, multi-user application built specifically for compensation processes. From merit, bonus, and incentive programs to equity planning, performance adjustments, and statements, SecureSheet gives you the power and flexibility of Excel—enhanced with en...
Managing contracts and agreements can be a challenging process that, if overlooked, can hurt your bottom line and expose your company to undo risks. CobbleStone's contract management software increases efficiency and security with a web-enabled solution.
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...
Optibus is a unified software platform for public transportation planning, scheduling, rostering, operations, real-time control, and passenger information, powered by artificial intelligence (AI) and optimization algorithms. In thousands of cities worldwide, transportation agencies and operators use Optibus to maximize the positive impact of public transportation on passengers and the planet, impr...
Passio Technologies provides modular and innovative solutions to transit companies of any size and type! Over 10 years in the industry coupled with over 250 clients makes us the perfect solution. Unique product applications separate Passio from competitors – like our app for passengers, Passio GO, or the ability for riders to text their feedback to agencies using BusBuzz. Passio keeps improving! W...
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.With our Request List Management tool, firms can automate and simplify...
For more than 27 years, Oracle NetSuite has helped organizations grow, scale and adapt to change —not by copying what came before, but by reimagining what a modern business system could be. See why Oracle NetSuite is the #1 AI Cloud ERP for more than 42,000 customers. Learn more at https://www.netsuite.com or via the NetSuite blog. Like us on Facebook, and follow us on LinkedIn, Instagram, and Twi...
Canopy is an accounting practice management software that simplifies your firm so you can help more clients. Canopy’s Practice Management lets you connect every element of your practice with features ranging from CRM to task automation. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. Everything we do revolves around improving the quality of life for accountin...
GrowthZone AMS is a management solution for member-based organizations focused on growing membership, building trust and delivering lasting member value well into the future. Using tools such as a contact database, marketing automation, event management, and integrated billing, association and chamber staff members can streamline operations while creating meaningful experiences for their core audi...
Law Ruler is a powerful legal CRM and Client Intake solution designed to help law firms streamline operations, automate follow-ups, and convert more leads. With intelligent intake forms, built-in automation, e-signatures, and seamless integrations, Law Ruler simplifies client management—saving time, reducing errors, and boosting firm efficiency.
Developed in 1999 by Thomson Reuters Elite Online Solutions before becoming privately owned in 2006, TimeSolv has emerged as the leader in time & expense tracking, billing, and management needs for businesses around the world.
Nimble AMS is an association management system (AMS) built on Salesforce. With artificial intelligence, automation, analytics and more, Nimble AMS enables your fast-moving association to engage your members and expand your reach in a whole new way. Trailblazing associations challenge the status quo with Nimble AMS – the most trusted AMS built on Salesforce. Associations can: Boost their ROI with...
Boost.ai empowers leading credit unions to automate member service and internal support - delivering on the promise of conversational AI at scale. We help our customers drive up member satisfaction while cutting operational costs and streamlining efficiencies. When your members have access to highly intelligent self-service tools, human agents can do more of what they do best – answer complex inqu...