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Fathom records, transcribes, highlights, and summarizes your meetings so you can focus on the conversation. Get setup in minutes. When the call ends you have instant access to the call recording, fully transcribed, along with all of your highlighted moments. All recordings created with Fathom are 100% private. They can only be seen if you share your recordings or highlights with others. Show, not tell, with playlists of what “good” sounds like. Metrics help identify who needs help and who is outperforming. A unified view of all conversations with a customer or prospect. Simplify the handoff from sales to success and never lose any context if a team member departs. Reduce time your team spends on data entry with automated post-call data sync with your favorite CRM.

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.