FileInTime vs. Wolters Kluwer Digital Tax Workflow Comparison Chart

Create new formations in all 50 states, and Filejet will submit the required documents and fees on your behalf. Add existing entities you manage onto the Filejet platform individually or in bulk. We’ll notify you of upcoming due dates, and give you the ability to pay fees to states from within the platform. Managing compliance across multiple jurisdictions, submit documents and pay fees to each state from within Filejet. In addition to sending you reminders around key due dates, complete compliance tasks directly on Filejet. Add collaborators to each entity you manage, share and send key information. Simplify your workflow, file, and manage or automate all of your business entities and clients in a single platform. Never miss another deadline for filing or paying a fee in any state with our automated reminders.

Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice.

For artists and studio’s on top of their game! Keep digital track of your appointments and customers. For single artists staying in their own shop, or traveling the world; as well as for small to very big studio’s looking to book their artists as seemingly as possible. Bring a customer-friendly AND artist-friendly service to your tattoo studio with Tattoogenda’s tattoo shop software! Tattoogenda sends automated reminder SMS and/or emails to your customers, right before their appointments. We make sure your deposit rules get read by your clients too. The steps to create a tattoo project are designed so you or your manager can ask all the right questions to your customer. Like placement, size, color or black and grey, etc. When making new bookings, the list of dates gets automatically emailed to your customer. No more writing mistakes with manually written dates on business cards.

Proton Drive is the all-in-one workspace for storing sensitive data and collaborating with your teams, clients, and partners. Collaborate securely without compromising control: Share client files, contracts, and sensitive business documents with full end-to-end encryption. You control who can access what. Set passwords, add expiry dates, 
 or revoke access anytime. Protect all your business data:
Plans come with 1 TB of storage allowance per user, giving your team enough space for all their files and docs. You can always add more storage later if needed. Simplify compliance across industries: Proton Drive supports GDPR, HIPAA, NIS2, DORA, and ISO 27001 compliance out of the box, and has been successfully audited for SOC 2 Type II. There's no need for custom configurations or third-party tools, as this helps you meet regulatory standards with minimal effort.

PBRS is a powerful and versatile tool that enhances the scheduling, automation, and distribution capabilities of Power BI reports. It allows you to schedule Power BI reports to run at specific dates and times, or set up recurring schedules based on your business needs. You can also configure event-based triggers that run reports based on specific events or conditions, such as database changes, file updates, email notifications, or port activity. You can also customize the distribution of reports by specifying different filters, formats (such as Excel, PDF, or CSV), destinations (such as email, SharePoint, or network folders), and recipients for each scheduled report. This flexibility enables you to tailor the delivery of reports to meet your specific needs. PBRS operates as a Windows service, which means it can run in the background without requiring any user interaction, ensuring your reports are always generated and delivered on time.

Wiz is a new approach to cloud security that finds the most critical risks and infiltration vectors with complete coverage across the full stack of multi-cloud environments. Find all lateral movement risks such as private keys used to access both development and production environments. Scan for vulnerable and unpatched operating systems, installed software, and code libraries in your workloads prioritized by risk. Get a complete and up-to-date inventory of all services and software in your cloud environments including the version and package. Identify all keys located on your workloads cross referenced with the privileges they have in your cloud environment. See which resources are publicly exposed to the internet based on a full analysis of your cloud network, even those behind multiple hops. Assess the configuration of cloud infrastructure, Kubernetes, and VM operating systems against your baselines and industry best practices.

Many of our customers have eliminated 8+ hours per day in redundant office work and saved thousands of dollars per month in fuel because of the automations you can leverage with Pocomos and our routing tools. Effortlessly keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. See your schedule, complete jobs, sign up new customers, and track chemicals from the convenience of your mobile device. Automate service notifications, follow-up messages, collection notices, review requests, and many other daily tasks to simplify running your business. Post payments, resend emails, upload and send attachments, two-way text, and much more from a powerful customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts.

Built for GovCon. Powered by AI. Managing government contracts shouldn’t be a never-ending spreadsheet chore. R3 Contract Management is built from the ground up for GovCon — and now, it goes beyond tracking and compliance. With embedded AI and intelligent workflows, R3 starts doing the contract work for you. Whether it’s ingesting a new award, adding clauses with flowdowns, adding CLINS and SLINS with funding details, or creating new subcontracts, R3 AI delivers more than visibility — it executes and does the actual work. That means: Faster results, less work and fewer errors — AI populates your system in minutes Smarter workflows and alerts — tasks route automatically across Contracts, PM, Finance, BD and everyone else Risk reduction — you’re always up-to-date on clauses, funding, thresholds, and deliverables More time for high-value work — your team does less manual entry, more strategic execution.

HIPAA compliant secure faxing built exclusively for healthcare. Medsender integrates with dozens of top EMR / EHR systems and provides everything you need out of the box to view, sign, edit, and upload documents to your EMR system. Medsender's optional automation feature can also automatically label incoming faxes and upload them to the corresponding patients' chart in your EMR, saving several hours of manual work each day. You can keep your existing fax numbers and / or get new fax numbers from Medsender. Free trial available, no contracts and no commitments. Medsender integrates instantly with your EMR so your patient records and documents are always up-to-date.

Universal Automation Center (UAC) is a real-time IT automation platform designed to centrally manage and orchestrate tasks and processes across hybrid IT environments - from on-prem to the cloud. Universal Automation Center (UAC) is a software platform designed to automate and orchestrate your IT and business processes, securely manage file transfers, and centralize the management of disparate IT job scheduling and workload automation solutions. With our event-driven automation technology, it is now possible to achieve real-time automation across your entire hybrid IT environment. Real-time hybrid IT automation and managed file transfers (MFT) for any type of cloud, mainframe, distributed or hybrid environment. Start automating, managing and orchestrating file transfers from mainframe or disparate systems to the AWS or Azure cloud and vice versa with no ramp-up time or cost-intensive hardware investments.