Soraban
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.
Learn more
Dynamo Software
Transform your alternative investment strategy with Dynamo Software. Our cloud-native, AI-powered platform unifies front-, middle-, and back-office operations into a single, configurable solution for asset managers and allocators.
For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics.
Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC).
Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation.
Learn more
Ledgible
The Ledgible Platform provides cryptocurrency tax and accounting software for accountants, tax professionals, consumers, businesses, enterprises, and institutions.
Our tax product, Ledgible Crypto Tax Pro, services tax and accounting professionals seeking to manage and file their client's crypto taxes. Our accounting product, Ledgible Accounting, is utilized by enterprises and institutions to manage and account for crypto data.
Ledgible is fully SOC 1 & 2 Type 2 Audited and was designed from the ground up for professional and institutional use. We have established partnerships with some of the largest tax & accounting software companies on the market to ensure crypto data can be managed in traditional systems. In short, Ledgible makes crypto, legible.
Learn more