KEEYNS vs. Wolters Kluwer Digital Tax Workflow Comparison Chart

Soraban is the tool to get more 1040s out the door and so much more. An Intelligent Tax Workflow Solution built specifically for accounting and tax firms, designed to automate client data intake, document collection, and workflow coordination. Stop chasing clients for documents and let Soraban handle it with dynamic, customizable questionnaires that auto-remind clients via SMS, email, or voicemail. Integrated with legacy tax software, Soraban automatically enters data, applies e-signatures for IRS forms, and coordinates tax return delivery with minimal human intervention. Handling repetitive administrative duties frees professionals to focus on advisory work while improving efficiency, reducing errors, and enhancing the client experience through mobile-friendly, seamless interactions.

Summ (formerly Crypto Tax Calculator) is an advanced crypto tax platform that simplifies tracking and reporting across all your exchanges, wallets, NFTs, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies—including micro-cap assets. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. Designed for speed, accuracy, and compliance, Summ gives users total confidence at tax time.

Retool is an AI-powered platform that enables teams to build internal software, agents, and workflows faster using natural language and composable building blocks. It allows users to go from a simple prompt to a fully deployed application that works with their existing data, systems, and business rules. Retool connects seamlessly to databases, APIs, LLMs, and external tools to create production-ready applications. The platform supports building AI agents, dashboards, workflows, and full-stack internal apps with flexibility and control. Teams can design interfaces visually, customize logic with code, or generate components using AI assistance. Retool integrates with modern developer workflows, including version control, CI/CD, and testing. Overall, it helps organizations reduce development time while maintaining enterprise-grade security and reliability.

Native Teams is a global platform that enables businesses to hire, onboard, pay, and manage international teams in 85+ countries without the need for local entities. Trusted by 3,000+ businesses worldwide, Native Teams handles global hiring bureaucracy, allowing companies to scale globally with confidence. Our key services include: • Employer of Record (EOR): We act as the legal employer to handle contracts, payroll, taxes, and benefits in compliance with local laws • Gig Pay: A solution designed for businesses that want to pay gig workers quickly, securely and across borders • Entity Management: We support legal entity setup and ongoing compliance for businesses establishing operations abroad • Contractor Pay: Multi-currency payments and tax-compliant contractor management simplified on one platform • Contractor of Record: We manage contractor contracts and legal obligations to minimise risk • Relocation services: Assistance with work permits and visas; available with EOR plan

Cloudflare is the foundation for your infrastructure, applications, and teams. Cloudflare secures and ensures the reliability of your external-facing resources such as websites, APIs, and applications. It protects your internal resources such as behind-the-firewall applications, teams, and devices. And it is your platform for developing globally scalable applications. Your website, APIs, and applications are your key channels for doing business with your customers and suppliers. As more and more shift online, ensuring these resources are secure, performant and reliable is a business imperative. Cloudflare for Infrastructure is a complete solution to enable this for anything connected to the Internet. Behind-the-firewall applications and devices are foundational to the work of your internal teams. The recent surge in remote work is testing the limits of many organizations’ VPN and other hardware solutions.

Your organization is unique, so shouldn't your intranet be, too? Axero streamlines knowledge, communication, and collaboration in one digital hub tailored to how your teams actually work. Combining the speed of an out-of-the-box solution with the flexibility of a custom platform, you get a digital headquarters that feels 100% you. Maximize ROI through Customization: Configure workflows, structure, and design to match your specific organizational goals. Preserve IT Resources: Achieve granular control with the in-house experience without distracting your IT team from core projects. Hyper-Relevant Communication: From AI tools to role-based permissions, ensure employees only see the info they need to succeed. Seamless Integration: Connect your existing ecosystem with 500+ REST APIs and integrate with the tools you use today. Not one Axero intranet is the same and that's because every workplace is different. Increase productivity and efficiency with an intranet that works for you!

ShareCRM is an AI-powered enterprise CRM platform designed to connect data and teams across the entire customer lifecycle. It unifies marketing, sales, and service operations into a single system that helps businesses convert leads into long-term customers. The platform supports multi-channel marketing automation, centralized lead management, and end-to-end sales force automation. ShareCRM also enables service automation to manage customer inquiries, service orders, and on-site operations efficiently. Built with collaboration tools, it connects internal teams, partners, and clients through messaging, tasks, and approval workflows. Its low-code, AI-driven architecture allows organizations to customize processes without heavy development effort. Overall, ShareCRM helps companies boost growth by improving visibility, efficiency, and collaboration across the business.

Titan is the all-in-one, Salesforce-first platform for building customer-facing workflows directly on Salesforce. Create portals, forms, surveys, document generation, eSignatures, and contract processes that write back in real time, keeping Salesforce as your system of record. Titan AI turns plain-language requests into no-code builds, so admins can move from idea to live without dev backlogs. Designed for complex logic, structured approvals, and governed data capture, Titan supports external users and internal teams within one controlled, Salesforce-centric layer. Instead of stitching together portals, document tools, and workflow apps, Titan centralizes execution inside Salesforce. Fewer integration gaps. Clear governance. Real-time visibility. Built to scale.

NewOrg's Complete Data Management platform for non profits is designed for organizations with multiple or complex programs. From Case Management to transportation, emergency services, housing, mental health, treatment, and more. NewOrg provides new service delivery options and reduces your costs by managing all your stakeholder relationships in one solution, including Client data and encounters with HIPAA secured Video Conferencing and internal messaging, Donor/Development management, Volunteers, customized event calendars, online registration/scheduling, payment processing, e-signatures, e-mail, SMS, robust custom reporting and more.

Switcher Studio lets you capture video from multiple camera angles — and edit it in real time — helping you connect with your community in the most engaging way yet. Stream it live or record it for later. Captivate your audience with content that matters — and make it look amazing. No need to buy, lug, or learn big equipment. Switcher works with iPhones and iPads. Switcher's so intuitive that anyone can create stunning video. Forget hiring outside producers or videographers. They say every minute of edited video takes one hour of editing. With live-editing, every minute takes, well, one minute. Video — live or recorded, internal or external — lets you share the moment, no matter what the moment holds.