SafeSend

SurePrep

The company develops tax automation software to help accounting firms and wealth management groups automate document collection and data entry for tax returns.

TaxDome

This company provides practice management software for accounting, bookkeeping and tax firms to manage workflows, document storage, billing and client communication.

FloQast

This company develops accounting workflow automation software to help finance teams manage month-end book closures and financial reconciliations.

SmartWiz

This company develops artificial intelligence software that automates document intake, data entry and client communication for tax preparation professionals.

ScaleFactor

This company provides cloud-based accounting and financial management software to automate bookkeeping, payroll and tax compliance for small and medium-sized businesses.

Taxfyle

This company provides a digital platform connecting individuals, small businesses and accounting firms with licensed professionals for tax preparation and bookkeeping services.

aiwyn

This company provides practice management and automated billing software for accounting firms to manage payments, tax workflows, and client engagement.

Filed

This company develops artificial intelligence software to automate tax preparation workflows and document processing for professional accounting and tax firms.