BizalysBizalys Infosystem Pvt Ltd
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About
Bizalys is an office management software designed for CA, CS, and CMA firms to manage clients, compliances, services, tasks, documents, billing, and employee work assignments from one place. With 600+ predefined automated workflows, Bizalys helps firms streamline recurring compliance work, assign tasks, track progress, manage service assignments, and improve workflow efficiency.
Key features include client management, single and bulk service assignment, employee task tracking, service reassignment, compliance workflow automation, document management, billing and invoicing, role-based access, timesheet tracking, dashboards, and reports.
Bizalys helps professional firms reduce manual work, improve team productivity, standardize processes, and gain better visibility into day-to-day operations through a centralized platform.
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About
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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CA Firms, Chartered Accountants, Company Secretaries (CS), Cost & Management Accountants (CMA), Accounting Firms, Tax Consultants, Audit Firms, Compliance Professionals, and professional service firms looking to automate workflows and manage clients, tasks, services, documents, billing, and employee work efficiently.
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Audience
Accounting and tax firms looking for a solution to automate client onboarding and data workflows
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBizalys Infosystem Pvt Ltd
Founded: 2020
India
www.bizalys.com
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Company InformationSoraban
Founded: 2021
United States
www.soraban.com
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Categories |
Categories |
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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Integrations
Drake Tax
Karbon
Lacerte
Stripe
UltraTax CS
Zapier
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