CereTax Integrations

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, and CRM & ERP platforms is made possible with open APIs. The platform covers all aspects of a business from CPQ, automated order provisioning & activation, billing & invoicing, all the way to revenue reporting, customer subscription management, and channel partner commission management. OneBill has been helping SMBs, SMEs, and large enterprises to reduce billing errors, compliance risk and drive greater efficiency with an end-to-end billing and revenue management solution fully integrated with some of the world’s leading solutions.

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central (formerly Microsoft Dynamics NAV)—a comprehensive business management solution designed for small to medium-sized businesses. Accelerate financial close, chart financial performance in real time, and improve forecast accuracy while maintaining compliance and security. Maximize profitability with an end-to-end view across operations, purchasing, manufacturing, inventory, and warehouse management. Manage the sales process from start to finish within Outlook and deliver exceptional service with a connected view of customers and service operations. Plan and monitor your projects with real-time metrics on resources, profitability, tasks, and progress.

Amazon Web Services (AWS) is the world’s most comprehensive cloud platform, trusted by millions of customers across industries. From startups to global enterprises and government agencies, AWS provides on-demand solutions for compute, storage, networking, AI, analytics, and more. The platform empowers organizations to innovate faster, reduce costs, and scale globally with unmatched flexibility and reliability. With services like Amazon EC2 for compute, Amazon S3 for storage, SageMaker for AI/ML, and CloudFront for content delivery, AWS covers nearly every business and technical need. Its global infrastructure spans 120 availability zones across 38 regions, ensuring resilience, compliance, and security. Backed by the largest community of customers, partners, and developers, AWS continues to lead the cloud industry in innovation and operational expertise.

WooCommerce is a highly customizable, open-source ecommerce platform built on WordPress that empowers businesses to create unique online stores. It supports millions of online shops worldwide, offering flexibility without limits on design or functionality. WooCommerce provides a broad ecosystem of trusted extensions and themes to enhance store features and user experience. The platform integrates seamlessly with payment gateways, marketing tools, and shipping providers. WooCommerce enables merchants to sell products both online and in-person while managing inventory and orders in one place. Its developer-friendly environment allows building tailored ecommerce solutions.

nopCommerce is a robust eCommerce platform for creating an online store of any size and type. nopCommerce offers powerful out-of-the-box features for effective B2C and B2B sales, without any restrictions and absolutely free. nopCommerce allows you to upload an unlimited number of products, manage multiple stores, and create a multi-vendor marketplace. Built-in marketing tools and ready-made integrations with payment and shipping services allow you to quickly launch your successful store. Thanks to the open-source code, you can customize the platform according to your business requirements and integrate it with your corporate CRM or ERP systems.

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Build a business that’s ready for anything. Meet the flexible, open SaaS platform leading a new era of ecommerce. Explore limitless possibilities to Build, Innovate and Grow. Start with the rock-solid foundation of a powerful ecommerce platform. Spark creativity and craft beautiful store experiences with design tools that know no bounds. Tame operational complexity with an easy-to-use, secure platform that's up when you need it most. Deliver lightning-fast commerce experiences that keep your customers coming back for more. Turn impossible commerce experiences into reality with the flexibility of open SaaS. Seize market opportunities and unleash new experiences at the speed of your business. Craft content-rich experiences anywhere your audience takes you. Make unifying your backend or powering up with third-party apps a breeze. Scale and grow smarter without complexity holding you back.

TimelyBill is a telecom billing and revenue management solution which facilitates service providers to introduce products, generate invoices, collect payments, offer bundles, share profit with partners, detect fraud and many other revenue related functions. We understand that no two organizations are alike. TimelyBill OSS / BSS was designed to provide maximum flexibility and reliability. TimelyBill puts you in control of your billing. Add or modify fields, labels, validation rules, permissions, store customer data in multiple languages, and more. TimelyBill includes full-featured components which target the needs of telecom and communications service providers.

Enghouse Workflow BPM is the company’s innovative business process management tool that allows companies to define, manage and automate provisioning and fulfillment. Using the Workflow design studio, clients can improve fulfillment intervals, automate service activation, porting and database updates, instantly respond to customer changes and expedite trouble tickets exactly how their business demands require.

Simple, secure, and performant database access is the key to creating successful enterprise applications. And that’s just what ASNA DataGate® provides. ASNA DataGate works directly with either the IBM i or MS SQL Server® databases. DateGate provides transparent record-level access to IBM i DB and Microsoft SQL Server databases with superb performance, performant, and security. DataGate decouples database access from the .NET application--this lets an ASNA Visual RPG application connect to either IBM i DB2 or Microsoft SQL Server without making any major changes to the database access logic. This ability to retarget your application to a different database without major effort is especially powerful in RPG-to.NET application migration scenarios.

One home for all your learning and knowledge. Sana is an AI-powered learning platform that empowers teams to find, share, and harness the knowledge they need to achieve their missions. Give everyone a more immersive learning experience by blending live collaborative sessions with personalized self-paced courses. All from one platform. Lower the barrier to sharing knowledge by letting Sana Assistant generate questions, explanations, images, and even entire courses from scratch. Empower anyone to keep up the energy and engagement with interactive quizzes, Q&A, polls, stickynotes, reflection cards, recordings, and more. Integrate Sana with all your team apps and make your entire company’s knowledge searchable in under 100ms. Github, Google Workspace, Notion, Slack, Salesforce. You name it, Sana can query it.

With state-of-the-art customer engagement capabilities, advanced 5G and IoT service design, delivery and monetization capabilities, and embedded AI / machine learning-based use cases, our latest cloud-native, microservices-based open & modular CX. Whether you want to strengthen your digital commerce initiatives, beef up your customers’ digital experience throughout every engagement and touchpoint, or launch advanced 5G offerings to quickly monetize your network investment, Amdocs Customer Experience Suite delivers full flexibility to define your transformation strategy and modernization path based on your business priorities. With our microservices-based, open and modular portfolio that’s aligned with industry standards, we will modernize your legacy stack and accelerate your journey towards cloud-native business applications and network.