Related Products
|
||||||
About
SCALE MCA is a cloud-based, white-labeled CRM solution designed specifically for independent sales organizations and brokers in the merchant cash advance industry. It combines merchant data management, e-signature integrated digital applications, direct lender submission workflows, and smart automation of follow-ups to streamline deal closing and reduce manual overhead. It supports custom API integrations with lead providers and third-party tools, offers enterprise-grade security including two-factor authentication, JWT authentication, encrypted data storage, and role-based access controls, and provides deep analytics and reporting on merchant performance and funding trends. With its white-label capability, firms can brand the platform as their own and launch rapidly, enabling them to manage leads, applications, communications, and portfolios all in one unified environment.
|
About
TaxOrch is an AI-powered tax platform built to bring transparency and auditability to tax compliance and client workflows, with a White-label licence for accounting firms, banks and fintechs. Unlike typical generative AI tools, TaxOrch refuses to guess or hallucinate financial numbers. It combines synthetic and generative AI with a rigid, rules-based tax calculator, so every figure is backed by tax rules and shows its official source and tax year. If a rule cannot be verified, TaxOrch alerts the user instead of giving an unverified estimate.
Intelligent document workflows read W-2s, 1099s, K-1s, P60s, T4s, receipts and invoices, flag missing documents and cut manual document chasing. Firms run each engagement through a 14-step workflow with maker-checker review, reviewer sign-off and a tamper-evident audit trail.
Enterprise data security includes isolated workspaces, SSO, SCIM and data residency. White-label partners can plug in certified tax rule sets under their own brand.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
|
|||||
Audience
ISOs and MCA brokers wanting a solution to improve lead capture through application, underwriting, and lender submission
|
Audience
Tax Firms, Accounting Firms
|
|||||
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and Videos |
Screenshots and VideosNo images available
|
|||||
Pricing
$69 per month
Free Version
Not Supported
Free Trial
Not Supported
|
Pricing
$20/month
Free Version
Not Supported
Free Trial
Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
|
|||||
Company InformationSCALE MCA
United States
www.scalemca.com
|
Company InformationTaxOrch
Founded: 2026
Bangladesh
taxorch.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|