SurePrep

SafeSend

This company provides cloud-based workflow automation software for tax and accounting firms to manage document gathering, digital signatures and return delivery.

SmartWiz

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

TaxGPT

This company develops an artificial intelligence platform to automate research, document analysis and preparation for tax professionals and accounting firms.

Filed

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

Juno AI

This company develops an artificial intelligence platform to automate tax return preparation and data entry workflows for accounting firms and tax professionals.

Holistiplan

This company develops software that automates tax return analysis and financial planning reports for financial advisors and wealth managers.

Black Ore

This company develops an artificial intelligence platform to automate tax preparation and financial workflows for accountants and tax firms.

K1x

This company develops software to automate the extraction, production and distribution of private market tax data for accounting firms, funds and family offices.