Alternatives to TecnoSpeed Fiscal Documents
Compare TecnoSpeed Fiscal Documents alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TecnoSpeed Fiscal Documents in 2026. Compare features, ratings, user reviews, pricing, and more from TecnoSpeed Fiscal Documents competitors and alternatives in order to make an informed decision for your business.
-
1
Canopy
Canopy
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. -
2
OpenKM
OpenKM
OpenKM is an Enterprise Content Management Software, often referred to as Document Management Systems (DMS). There's a lot of literature about document management terms like : DMS, EDRMS or CMS usually more influenced by marketing rules rather than objective reasons. A Document Management Software is a computer program used to store, manage and track electronic documents and electronic images of paper based information captured through the use of a document scanner. OpenKM is a management solution that allows businesses to control the production, storage, management and distribution of electronic documents, yielding greater effectiveness and the ability to reuse information and to control the flow of the documents. OpenKM is a document management software that integrates all essential document management, collaboration and an advanced search functionality into one easy to use solution. -
3
Tax System 5
EPSILON NET
The most successful application on taxation and document management in the Greek market. It has unlimited capabilities and incomparable design quality. Under the guarantee of the Scientific Department of Epsilon Net. The most complete and accurate clearance of personal income tax, with direct adjustment of calculations with the latest coding of Income Tax Code. Supply of multiple informative printouts for the calculation of installments of income tax payout, calculation of proofs and receipts, printout with comparative sizes on incomes, expenses and proofs in comparison to the previous fiscal year and complete paycheck with the analytical reflection of all the amounts included in the calculation. Supply all taxation documents to every accountant and accounting office. Data extraction from the registrations, automatic calculation and filling out of VAT-VIES, Intrastat and Personal Income Tax Forms. -
4
ATOM
Automated Tax Office Manager
Lost client files are a thing of the past. No longer spend hours hunting down misfiled file folders. All client information is centrally stored to optimize your employee’s time and ultimately improving your company’s bottom line. Customize work-flows to fit your different types of business, such as tax preparation, bookkeeping, IRS resolution, financial planning, etc. Reduce paper and toner costs by storing, tracking and accessing client files electronically. Documents can be quickly accessed by staff or clients with just a few clicks. This isn’t your typical Client Portal. We didn’t stop at just sending and receiving tax documents. With ATOM the client can send messages, schedule appointments, make payments, check tax return status, and much, much more. And did we mention they can do this all on their phone. Securely store documents and digitized notes online for quick access anywhere.Starting Price: $149 per month -
5
DELIVERY CONTROL
MBM Italia S.r.l.
DELIVERY CONTROL is the innovative system to track and control the delivery of goods from the sender to the recipient in real time. Tracking of the load (and of the single package) from departure to arrival at destination. Monitoring and reporting in case of cold chain anomalies. Replacement of paper documents with electronic ones, maintaining both the evidential and fiscal value. Immediate notification of delivery results (signature, reasons for refusal, photographic documentation, ...). Real-time localization of vehicles and cargo composition. Data automatically transferred from the palmtop database to the central server. Verification of the objects unloaded / loaded at each delivery point. Electronic transmission of the “Despatch Advice” to the recipient with the exact data. The application to plan, track and certify the delivery of goods, detecting the state of execution in real time. Optimization and planning of routes and vehicle loading. -
6
CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
7
buzon
Diverza
Choose a plan and invoice immediately! Efficiency, security and guarantee of continuity. A solution to take you by the hand and step by step in the billing process, from the simple manual capture, to the import of a flat file, in the same way that today you carry out the task of generating your receipts. Issuance and delivery. Import and export. Business addenda. Storage and backup. Certified custody. Translate. Translation types translate Text. Documents. Text translation. Spanish - detected. English Spanish. French English. Swedish Spanish Source. Translation results risk / tax. Module for the validation of validity of CFDIs and the presence of taxpayers in the "black lists" of the SAT (art. 69 and 69-B CFF). conciliation / tax Module for reconciliation, processing and issuance of Electronic Payment Receipts (REPs) of operations carried out on credit. vault / fiscal Module for synchronization with the SAT (for massive download and storage) and management of receipts issued -
8
National Tax Office
National Tax Office
National Tax Office provides a professional tax preparation platform and business tools designed to help tax preparers start, manage, and grow a tax preparation business through a centralized digital platform. It functions as an all-in-one environment that includes tax preparation tools, training resources, support services, and integrated financial products required to operate a tax office. It is available as both a web-based and desktop system, allowing preparers to prepare and electronically file federal and state tax returns for individuals and businesses while maintaining access to current and prior-year forms in one place. It supports unlimited electronic filing and enables tax professionals to work from any location while maintaining control and visibility over their business operations. It includes multiple workflow modes, such as step-by-step interview guidance or direct form-based input.Starting Price: $199 per month -
9
Transflo
Transflo
Complete Supply Chain Solutions for driver, fleet, freight broker & shipper. Transflo’s Digital Ecosystem of software applications and services offer paperless mobility, visibility, acceleration and intelligent business processes to the supply chain allowing visibility and communications between drivers, carriers, freight brokers and shippers. Transflo Mobile manages loads, electronic logs, documents, payroll and more. Our GPS-enabled fleet tracking app gives shippers, brokers, carriers and drivers load visibility. Transflo Telematics is a fully integrated telematics system combining software, an electronic logging device and a fleet tracking app that can be managed by truck drivers and fleet managers across devices. With Transflo’s telematics software, freight carriers can streamline their documentation and tracking process immediately. -
10
CCH Axcess Tax
Wolters Kluwer
An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI. -
11
Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
12
Dootax
Finnet
Start to automate the issue and payment of taxes with a fiscal solution. Tax solution capable of automating the issuance and payment of all tax, federal, state and municipal guides. Headaches for those who don't have a tax payment system. Some of the guides that Dootax will help you: DARF, DAE, DARE, DARJ, GP-PR, GARE, GISS. Controlling your department is simple! We simplify your company's financial department by automating everything from accounts payable to accounts receivable! Save time and money. Dootax is a tax portal that provides more security and confidence to the tax department of the companies. Dootax guarantees the fiscal compliance for Brazilian companies. It helps to issue Notas Fiscais, SPED, calculate taxes, and accomplish all mandatory and accessory obligations. Dootax provides solutions to the complex Brazilian tax system. It brings together the three fiscal pillars which are calculation of taxes, issuance of tax documents and delivery of ancillary obligations. -
13
FiscalNote
FiscalNote
FiscalNote is the premier information services company focused on global policy and market intelligence. By combining AI technology, expert analysis, and legislative, regulatory, and geopolitical data, FiscalNote is reinventing the way that organizations minimize risk and capitalize on opportunity. FiscalNote empowers more than 5,000 clients worldwide to monitor, manage, and act on the issues that matter most to them. -
14
Taxware
Taxware Systems
Taxware Systems offers a full line of tax software designed for tax preparers by tax preparers. Throughout the entire electronic filing process, you get real-time status of your returns. A variety of intuitive filters make searching for the information you need, quick and efficient. Our program is able to compare your current year clients with your prior year clients to build a database of the tax payers you haven’t yet worked with in the current year. With this database you can send form 4868 extensions for all of these clients at once! Save time and eliminate the need to scan signature documents! Compatible with e-signature solutions available from third-party providers as well as complete integration with the Topaz Signature pads, you are ready to digitally sign PDFs. Taxware provides integration with EPS, Refund Advantage and TPG-Tax Products Group to give our clients a variety of options in both product and services to grow their business. Taxware does not charge any hidden fees. -
15
DINETA.pos
DINETA
DINETA.pos is a reliable point of sale program which is designed for supermarkets, bookstores and other retail trade. This program performs all standard cash register work functions, such as, cash in, withdrawals, sales of goods, return of goods or purchases. Using such software you can pay not only in cash, but you can use bank cards and gift vouchers as well. All fiscal reports are presented (X, Z, periodical, total). DINETA.pos works with a variety of fiscal units, electronic scales, bar-code scanners and other specialized equipment. DINETA.pos software is certified according Latvia legislation. Online accounting system DINETA.web (only logging through the web with your password and username) is fully integrated to DINETA.pos. Moreover, DINETA.web users may also get DINETA.app (app) in which you can generate various reports of your business data online where ever you are. You can gather cash for utilities at the same program and not with different ones. -
16
BRy
BRy Tecnologia
Digital signature of documents for all types of companies. Sign, stamp or protocol electronic documents easily and in legal compliance with rules and laws. Use BRy's solutions for Digital Signature of documents! Sign with and without Digital Certificate Contracts, powers of attorney, reports, medical records, projects and other documents with security and legal value! Subscribe in any format documents of any format, with national and international signature standards. Request multi-part signatures, with personalized flows and notifications. Sign multiple electronic documents at once through a streamlined stream. Insert a personalized image of your signature in the document or use stamps with your brand. Enhance your workflow by integrating your system's API via Digital Signature and Time Stamp services. The Time Stamp is the technology that inserts the date and time into an electronic document through a trusted party, such as the National Observatory. -
17
Load Logistics
Support Resources
Load Logistics TMS (Transportation Management System), provides real-time access to information regarding assets, loads, drivers, hours of service, electronic logbooks, payloads, work flows, fueling information, service and maintenance records, tracking, electronic document transfer, planning and scheduling, route optimization, vehicle performance and much more. Along with optional Warehouse Management and Yard Management modules, your entire operation will function more efficiently with essential information at your fingertips. -
18
Aucerna Regimes
Aucerna
Aucerna Regimes features a completely connected library of fiscal guides to explain and clarify the terms of over 100 countries. The simple-to-understand format and clear guidelines will help your teams build fiscal models quickly and easily. They’ll be able to more accurately estimate operational costs and provide stronger economic analysis. The library feeds directly into our software for easy access anytime, anywhere. Our dedicated teams continually review the fiscal regimes of over 100 countries to ensure they are up to date and relevant to your business. Aucerna’s globally connected library, you can ensure your business operates smoothly and reflects the most current fiscal regime for accurate economic analysis. Whether you’re operating in a few geographic locations or dozens of regions across the globe, we have you covered. Our always accessible library ensures you have the most up-to-date information available at your fingertips anytime, anywhere. -
19
Accura Software Financial
Accura Software
Accounting software implemented at hundreds of companies since 1997 from fast growing startups to established companies with hundreds of millions in revenues and thousands of employees. Accounting software can be customized and integrated to the specific needs of your organization to give you a competitive advantage. Compare to comparable accounting software costing 2 to 10 times more. Includes SQL Server Database. Maintains financial information for an unlimited number of fiscal years with unlimited fiscal periods. User can define account segments up to 32 characters in length. Statistical accounts can be used to track non-financial information. Intercompany transactions automatically balance between companies. The G/L supports powerful allocation by percent, units or variable. Fully customizable financial reports can be created from user-defined row, column and entity templates. Drill-down is available from financial reports to the actual source documents in any application. -
20
Mazlo
Mazlo
Mazlo is a fintech company specializing in tailored banking solutions for nonprofits and fiscal sponsors. Our mission is to empower organizations to efficiently manage their finances and achieve their goals through exceptional service, advanced technology, and innovative banking tools. Mazlo streamlines financial operations, offering essential banking services, donor and vendor management, and simple accounting solutions designed specifically for nonprofits and fiscal sponsors. To cater to fund accounting needs, Mazlo creates separate bank accounts for each project, providing a clear separation of funds and ensuring compliance with regulatory requirements. This approach minimizes manual work, reduces errors, and allows organizations to focus on their mission.Starting Price: $0 -
21
Qount
Qount
Qount is an AI-native practice intelligence platform designed to consolidate all the core operations of a tax, accounting, bookkeeping, or audit firm into a single, unified system. It brings together time & billing, CRM, document management, client communication, task & project workflows, tax/1099/payroll services, invoicing and payment processing, and secure client portals, replacing disconnected spreadsheets and multiple third-party tools. Built-in AI (called QAI) powers three core “intelligence pillars”; Operational Intelligence, which dynamically prioritizes, assigns, and schedules work based on deadlines, staff capacity, data readiness and client sentiment; Client Intelligence, which analyzes client communications (tone, pacing, context) to surface risks or opportunities, assemble context-rich meeting briefs, and generate appropriately scoped quotes; and Performance Intelligence, which tracks metrics across profitability, utilization, realization, and staff effectiveness.Starting Price: $74 per month -
22
VIDsigner
Validated ID
The safest and easiest way to sign documents digitally. Discover all the types of electronic signatures included in VIDsigner. VIDsigner is an electronic signature service adapted to both face-to-face and remote situations, combining cryptography and biometrics to offer a secure way to electronically sign documents and contracts with full legal validity. Our SaaS solution easily integrates via API Rest with multiple software, including medical systems, records managers, and document management systems, as well as HR, financial services, sales, and logistics systems solutions. designer includes a variety of services, which can be combined to adapt to the needs of each moment: either to sign electronically multiple documents with a certificate, with a tablet during a meeting with a client or by phone to any place where the signer is located, as well as to send reliable notifications. -
23
FISCAL Technologies
FISCAL Technologies
Utilising advanced forensics and machine learning, FISCAL Technologies works in parallel with your ERP system. It operates continuously and preventatively, to make your job easier, faster, and more effective. Developed and refined over many years, FISCAL Technologies' risk detection uses a unique, supplier-centric approach that maximizes risk detection, and identifies risks as soon as they enter your ERP system. Every supplier and every invoice are forensically checked, every day. And in addition to your P2P data, FISCAL Technologies checks against external risk registers to find more risks across the whole P2P cycle. Business resilience is more important than ever. Accounts Payable, Procure-to-Pay and Shared Service teams are expected to do everything possible to prevent risks that would damage the organization. -
24
TaxDome
TaxDome
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. You can organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).Starting Price: $58 per month -
25
Veradigm ERP
Veradigm
Healthcare has navigated unprecedented changes in recent years and is evolving fast. Veradigm Enterprise Resource Planning (ERP) helps to reduce the risk that comes from supply chain disruptions, clinician and staff burnout and financial pressures. Veradigm ERP Integrated Solutions enhance an organization’s ability to effectively manage their supply chain and financials with a single solution, enabling managers to gain new insight into and gain better control over their success, along with the ability to manage expense and capital that is critical to the overall financial health of an organization. Veradigm Fiscal Management is an easy-to-use account payable, general ledger, project management, and fixed asset solution that helps your organization streamline processes, eliminate paperwork, analyze data, and identify substantial cost savings throughout the enterprise. Offers same-day electronic payments to automate the payment process. -
26
Damaris RM
Damaris Groupe
Clearly, the answer is given by multiple instances. The administrations urge us to use online tools to send them our requests along with our documents. The immediacy of exchanges, the optimization of document transport costs and the ease of their processing are some significant arguments in favor of digital technology. Damaris, after 30 years of work in the field of dematerialization and digitization of documents, offers reliable and lasting solutions. Start with the topic that is most important to you. Damaris RM is one of best ISO-15489 Records Management standard implementations. It manages your electronic and physical documents’ Life Cycle, from document creation to its destruction. Records Management approach including physical and electronic documents is the best way to migrate to digital world. -
27
Aclas POS
Aclas POS
We have been pursuing the goal to become the leading manufacturer who can provide one-stop shopping experience, and now our product portfolio covers almost all the commercial devices categories including cash registers, touch screen POS, electronic scales, printers, barcode scanners, peripherals and wireless restaurant solutions which are used in retailing and catering industries. Moreover we are the No.1 fiscal ECR exporter in China, and our label printing scales have taken a considerable market share in China. Meanwhile overall 60% of ACLAS products are shipped to overseas, with the advantage of our global distribution channel in 50+ countries. Equipped with a high-performance quad-core processor, its high energy efficiency and low power consumption characteristics ensure stable, efficient and safe operation of the product. -
28
Fiscal Flow
Fiscal Flow
Fiscal Flow is an automated marketing platform built specifically to help accountants and CPA firms generate consistent, qualified leads. It replaces unpredictable growth tactics with structured systems that make firm growth visible and predictable. The platform uses automated SEO, AI-powered lead engagement, and CRM tracking to attract and convert prospects without relying on paid ads. Fiscal Flow instantly follows up on missed calls via AI text messaging, ensuring no enquiry is lost. It also reactivates old prospect lists, often turning dormant leads into high-value clients. Built-in calendar booking and pipeline visibility eliminate manual scheduling and spreadsheet tracking. With everything running in the background, Fiscal Flow allows accountants to focus on client work while growth happens automatically.Starting Price: $197/month -
29
Webdocs
Fortra
Webdocs document management solutions provide forms and document management for the cloud, Windows, and IBM iSeries systems. With document management software, you can electronically capture, manage, and distribute all of your documents and data. Automatically route electronic documents and other files through approval, payment, order-to-ship, and other processes without the paper hassle. Connect ERP, POS, LOBS, and other systems to your document management software to keep data consistent across the organization. No more printing spool files or struggling to deliver reports in the right format. Create and deliver reports all in one tool. Webdocs provides the basis for electronic document management, and other branches of Webdocs software specialize in AP processes, forms management, and document creation and delivery. -
30
Eleven
RunEleven
Advanced Accounting, Automated. An accounting platform that helps professional accountants automate mundane tasks to focus on what really matters: customers. Eleven supports multi-currency and multi-company and is highly scalable with capability to process high transaction. Eleven allows your accountants to manage at least twice more clients. We deliver this benefit through several key features. Eleven enables firms and clients to have real time collaboration, allowing immediate response to questions and exchange of data and documents with speed and efficiency. Eleven eliminates repetitive and manual task with the automation of creating transactions from documents so you can focus on controlling the transactions and delivering high value tasks. Documents can be uploaded in batch to have data extracted and automatically sorted by journals and fiscal year. Even with manual transactions, there are templates for journal and analytical entries that allow you to save precious time. -
31
USL Financials Accounting
USL Financials
USL Financials, Inc. is a leading provider of fund accounting financial enterprise management and procurement solutions. The company is focused on state and local governments, not-for-profit organizations, and educational and research institutions. USL Financials, Inc. has worked with state and local government agencies throughout the United States, from Virginia to California and New York to Texas. One of our specialties is helping clients who are required to electronically interface to state accounting systems, such as CalSTARS in California. USL Financials’ Financial Accounting Suite of Applications provide a fully-integrated, full encumbrance fund accounting system, offering all the financial management features needed today by not-for-profits and government agencies for making smart strategic decisions, achieving the highest level of fiscal accountability, and evaluating performance.Starting Price: $50000 one-time payment -
32
SOFTOLOGY Document Management
Softology
Designed to integrate seamlessly with your existing systems and legacy software, such as Sage, Sun Accounts, Qube, Yardi, MS Office, Lotus Notes, CRM, Property Management and Accounting software, Softology's Document Management can be installed with a minimum of fuss, and help you get more from the investments you've already made. We have developed the software in consideration of the current British Standard document BSI BIP0008 that relates to 'Legal Admissibility and Evidential Weight of Information Stored Electronically'. Consequently, Softology's Document Management can be deployed where documents are the sole legal version. All of these things add up to a fast ROI for any company where documents and the information they hold are important. Softology's Document Management is a truly enterprise-wide solution that can be used in different ways by different departments. Its modular architecture means you only pay for the functionality you need.Starting Price: $7500 one-time payment -
33
Adagio Ledger
Softrak Systems
Provides a complete, batch-oriented General Ledger with reporting functions. Adagio Ledger provides a complete departmental Chart of Accounts for Assets and Liabilities, Revenue and Expenses. Further, utilizing its batch transaction functionality ensures only balanced entries are posted to your ledger. With setup and maintenance, Ledger has the ability for you to group your accounts by type for year-end control. Also, allows automatic reallocations set up of account balances to other accounts or departments. Ledger also performs transaction entries and postings with ease and simplicity: post transactions in summary or detail format; date sensitivity ensures transactions are posted to the applicable period, or force transactions to a specific period in your fiscal calendar; have your next fiscal year open for budgets or transactions, concurrently with your current fiscal year prior to closing; provisionally post transactions to verify their impact on your trial balance.Starting Price: $950 one-time payment -
34
Alliance Imager
Alliance Document Solutions
Document management and imaging software transform paper documents into electronic documents. Instead of searching for that stray document, the Alliance Imager document management system enables you to retrieve it on your PC and then view and edit it! Alliance Imager document management and imaging software scan paper documents into electronic documents that can be viewed, edited and distributed within a PC environment and provides Document Management of scanned and/or electronically generated documents (such as Microsoft Word or Excel) in a searchable database. Alliance Imager provides inexpensive concurrent access to electronic copies of records currently stored as paper. Paper files can cause problems. One file can only be in one place at a time, and multiple copies are difficult to maintain. On-site storage costs may be high, and off-site storage may cause delays. -
35
Performly Intra
Performly
All HR documents and forms are available in a single location, eliminating unnecessary paperwork as filing, requests, approvals and notifications. All of this can be handled electronically inside your intranet. Keeping company employees informed and up to speed with all company news and announcements. Efficient system for requesting a business trip and completing all associated processes. Vacation module used by admins and employees to track how many vacation days they have earned to date. Efficient system for Managing all Transportation needs and requests. Also it Plans and optimizes transport rounds. Attendance and leave module to keep track of what employees are doing day-to-day.Starting Price: $3 per month -
36
DT Practice
Thomson Reuters
DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. -
37
Truss
Truss
Truss is a tax workflow automation platform aimed at tax professionals. It helps streamline the entire document lifecycle: securely requesting, organizing, annotating, delivering, and storing client documents. It uses AI-powered client-specific checklists (drawing from your tax prep software) so each client is only asked for what they need; it auto-sorts and intelligently renames files uploaded by clients; converts image files (jpg, png, HEIC, etc.) to tax-prep-friendly PDFs; supports e-signatures; offers automatic reminders to clients; and allows login-free uploads so clients don’t have to create accounts just to send files. It integrates with tax prep tools like Axcess, Ultratax, Drake, ProSystemFX, ProConnect, ProSeries, Lacerte, and ATX. Security is a strong focus; Truss is SOC 2 certified, uses AES-256 and Bcrypt encryption, follows OWASP-style standards, and ensures client data is never used to train large language models. -
38
Check'nSign.io
ARIADNEXT
You think that paper signatures are a waste of time? That there must be a better way than printing out a PDF document for signing, scanning it and sending it by email? We agree with you! Asking your customers to print out and sign a PDF document by hand and then send you a scan or post the original is old-fashioned and results in lost conversions. Using our electronic signature software, you can energize your image and join the age of the latest digital tools. As trust service provider, ARIADNEXT offers Check’nSign.io, which can simplify and accelerate your contracting process with third-party signatories. The Check'nSign.io electronic signature software offers a simple solution in line with regulatory requirements. These identification trust services ensure increased efficiency in your sales processes and your administrative management. They allow you to add an electronic signature to any document in PDF format, giving it legally binding value with an electronic seal. -
39
Online PDF Signer
Datu Sistemas
With Online PDF Signer you will be able to electronically sign documents, much like you would with a handwritten signature on a paper document. It is an innovative and remarkable achievement for creating a digital signature in a visual way. It is natural for people to want to sign documents in a way that is convenient and to do it the way they are used to. In order to sign documents with a signature, it is well understood that a handwritten signature can be placed visually in any place and size of the document. It would therefore be logical to require similar functionalities from solutions that add an electronic signature to electronic documents. Unfortunately, traditional digital signature solutions fail to provide this desired functionality. Such functional deficiencies may lead to insufficient use of electronic documents in the day-to-day circulation of documents. With Online PDF Signer and a web browser, all of the above problems are solved in an elegant and innovative way.Starting Price: $120 one-time payment -
40
Scidoo
Scidoo
Scidoo is a cloud-based hotel management software that allows you to intuitively manage every single sector and department of your hotel. All the features you need to manage your hotel with a single software. Simplicity is the basis of any functional software! Scidoo will continue to invest every day in order to make it easier and easier. You can add new features at any time. The system we have developed will always allow you to have fast navigation and above all without data loss. Monitor your hotel from a single dashboard. Messaging and e-mail to be able to respond promptly to every request. The departments of your hotel such as communication (CRM), restaurant, spa, beach, garage, etc. Management of fiscal documents, payments, deposits, cancellations, and tourist taxes. Each employee will have their own account, so you can know who is doing well. Always keep an eye on entries, cancellations, and changes to reservations.Starting Price: Free -
41
Clicksign
Clicksign
Electronic signature with legal validity. Security, trust and ease to send, approve and sign electronic documents for your company. Electronic document step by step. Simplify your processes. Sending documents Forget the paper! Upload your PDF or .docx document (Word) and list the signatories' emails to collect their signatures 100% digitally. Electronic signature. Each signer receives a unique link to sign the document. The subscription can be made by computer, cell phone or tablet. Simple and practical. Manage documents. Upon completion, the document is securely encrypted in your account. Save or export - you decide! No digital certificate required Just sign and go. Commercial contracts. Loans Account opening. General documents. Insurance proposals. School enrollment. API for integrations Integrate electronic signature into your systems using Clicksign's REST API and automate your signature processes.Starting Price: $39 per month -
42
Advantage VBM
CY Innovations
ADVANTAGE VBM is an advanced enterprise-grade electronic document and email management software application developed especially for small to medium-size business organizations and projects. Featuring the unique RealFS Relational File System, ADVANTAGE VBM offers an innovative toolset to help you properly capture and manage your electronic filing to ISO standards, while bringing security and visibility to your important business information. ADVANTAGE VBM provides a highly organized environment for saving, retrieving, sending and sharing electronic Documents and emails within a set of unique layers built across your file system. These layers not only record standard metadata such as the author, file name and location of a Document, but they also capture the important knowledge about it which leaves your office as your employees finish each day. With one user account included free, create additional users. -
43
StanfordTax
StanfordTax
StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.Starting Price: $18 per month -
44
Curate
FiscalNote
Curate, a FiscalNote company, is a civic intelligence company that empowers organizations to monitor risk and find opportunities in local government discussions at scale. Government relations professionals use Curate’s database and custom weekly reports to track projects, policies, and hot topics in thousands of municipalities across the U.S. We curate millions of municipal documents. You get the insights that matter. Curate scans meeting minutes, agendas, planning documents, and more from thousands of local government entities. You stay in the loop with custom reports about the issues you care about. Businesses and teams of all sizes work and win with Curate. Don’t get caught off guard by changes that could harm your stakeholders. Find the shifting trends and regulations that will lead to big wins for your business. Be the first to know what’s happening in local governments across the country. -
45
Basil
CoralTree
Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.Starting Price: $30 per month -
46
SmartLink
CyberLogitec
Timely customer service, expediting customs clearances, and overall supply chain visibility relies on constant data flow. SmartLink is a B2B service platform that links logistics service providers, customers, and partners via a smart tracking and reporting interface for real-time visibility across the entire logistics value chain. It plays an integral role in streamlining supply chain management from freight forwarders, NVOCCs to partners. It manages electronic data and document exchange between shippers and carriers to improve documentation processes and address the needs of freight operations including global customs clearance, cargo track and trace, and transport management. Automate customs filing and streamline declaration processes to improve data transparency and eliminate repetitive inputs. Various interface and communication methods to send and receive documents for enhanced collaboration and flexible access. -
47
CrossLink
CrossLink Professional Tax Solutions
At CrossLink (CPTS) we believe in building tax solutions you need. Solutions that help you assist the taxpayers in your community. Solutions that support your success. With both online and desktop-based tax solutions, CrossLink has what you need – whether you are a mobile or remote preparer or a tax professional in a physical office. We believe in building the product you need. Every year, we take hundreds of customer suggestions and work them into our software because you know the needs of your community and your business better than anyone else. With industry-leading tools such as Point-and-Shoot Error Correction™, exclusive TextLink™ integrated text messaging technology, and support for electronic signature pads and hand-held W-2 barcode scanners, CrossLink 1040 software users are able to process tax returns more quickly and accurately. -
48
Fabasoft eGov-Suite
Fabasoft
Several high-profile projects such as the introduction of an electronic records management system in the federal administration in many federal states/cantons in the German-speaking region are among the path-breaking flagship projects. Flexible use of documents – regardless of whether with electronic records management or within the scope of collaboration – without the need of any special administrative expertise. Individual access to processes and documents, whether from a personalized workplace or mobile end devices – the basis for a high level of acceptance. Seamless integration in the modern administrative workplace (office and email applications) as well as in eGovernment infrastructures – maximum efficiency and ease of use. -
49
BusinessGuard
QuarterMill Technologies
BusinessGuard provides the perfect view for your business data, plan & fact analysis, P&L, balance, detailed monthly, weekly, and even daily cash-flow reports, detailed business planning, and a lot more. Sector and business size-independent, BusinessGuard enables everyone to create reliable business plans. Convince your bank, your investors, and your shareholders with reliable fiscal documents! Our integrated wizard ensures reliable and detailed business planning. Working with business data is easy with BusinessGuard. Not only that you can create detailed plans, but you can also import fact data and see combined reports, showing the past and the future. Most importantly, all data that is shown inside the various reports are completely traceable, so you know exactly how each value is composed at any point in time. With BusinessGuard you have all business data at your disposal, for the meetings with your bank, your investors, or your shareholders. -
50
Pascal Workflow
Pascal Workflow
Get organized and working together with all the tools you need to scale your practice. Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Deliver winning proposals to your clients and prospects. Automate engagement letters and achieve absolute clarity. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new agenda dashboard informs each team member of their daily work. A complete tax return delivery solution, not just form 8879. Give clients detailed instruction on every client form, including payment vouchers and estimated payment vouchers. Collect signatures on 8879 and any other custom documents. Works for both US and Non-US based firms. KBA is available making this an IRS-compliant solution. This module allows you to upload virtually any document to obtain signatures as well.Starting Price: $45 per month
