Alternatives to SREDlog
Compare SREDlog alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SREDlog in 2026. Compare features, ratings, user reviews, pricing, and more from SREDlog competitors and alternatives in order to make an informed decision for your business.
-
1
Canopy
Canopy
Canopy is award-winning, all-in-one accounting practice management software designed to help tax, bookkeeping, and CPA firms build an autonomous firm. Operating as a firm-wide operating system, Canopy eliminates the friction and security risks of running a practice across disconnected software tools by centralizing client management (CRM), document management, workflow automation, time and billing, proposals, engagements, and tax resolution into a single cloud-native platform under one login. By providing one unified workspace, Canopy enables accounting professionals and firm leaders of all sizes to manage their entire practice with total visibility, clear operational structure, and predictable profitability. Key capabilities include: Canopy Coworker & Everywhere AI: Utilize built-in AI assistant tools to draft client communications, summarize complex documents, and surface actionable insights across your practice to reduce daily administrative load. Canopy Notetaker: Automate meeting documentation. This dedicated assistant records, transcribes, and extracts action items from client calls, syncing every detail directly to the client record. Client Management & Portal: Provide a modern digital front door for your firm. The secure client portal enables real-time collaboration, document sharing, eSignatures, and intake forms backed by a robust CRM. Workflow Automation: Build a self-running firm with customizable templates and automated recurring work steps while tracking team capacity and project progress in real time. Document Storage & Management: Centralize client files securely. Clients upload documents directly through their portal, removing email risks and reducing back-and-forth messaging. Engagements & Proposals: Deliver professional, branded engagement agreements with custom pricing, recurring billing structures, and clear terms of service to eliminate scope creep. Time & Billing: Automate your revenue cycle with integrated time tracking, automated invoicing, and faster online payment options. Tax Resolution & IRS Transcripts: Manage tax-specific services by accessing IRS transcripts, notices, and resolution forms directly inside your practice management workspace. Unite your practice into one firm-wide operating system and increase capacity without adding software complexity. Learn more at getcanopy.com. -
2
Corvee Tax Planning
Corvee
Corvee provides tax, accounting and financial advising firms with the ability to make smarter tax decisions for their clients while growing and optimizing their firm. The company’s flagship product, Corvee Tax Planning software, quickly and efficiently provides firms a sophisticated but simple tool to formulate a tax savings calculation, develop a proactive and strategic tax plan and streamline client collaboration. Corvee has been the recipient of numerous honors this year, including being named one of Accounting Today's Top New Products of 2021; being chosen as a Finalist in the 2021 CPA Practice Advisor's Technology Innovation Awards; and, most recently, making it onto the 2021 Inc. 5000 list of the fastest growing companies in America. -
3
Karbon
Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients. Visibility & Control Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks. Automation & Efficiency Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding. Collaboration & Connectivity Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.Starting Price: $59/month/user -
4
UpTax
UpTax
AI tax preparation software for US CPA, EA, and accounting firms — UpTax is an AI-powered tax preparation platform built for U.S. CPA, EA, accounting, and tax firms. It helps automate tax preparation workflows for individual and business returns, including 1040, 1120, 1120-S, and 1065 returns, while keeping tax professionals in control of review and final filing.Starting Price: $25/month -
5
TaxCycle
TaxCycle
Professional tax software for accountants and bookkeepers. Get the Canadian tax software that simplifies tax compliance. TaxCycle has grown its offering into a full suite of tax compliance modules that meet the needs of firms of all sizes. TaxCycle includes forms, calculations, and tools to prepare tax returns for personal, corporate, trust, partnership, and information slips. It serves the professional preparers in all jurisdictions across Canada, including Québec. Messages immediately alert you about potential issues. Quick Fix solutions help you resolve them in one click. Disable review messages you don’t need. Manage multiple reviewers with review marks and memos. Form a search that works like your favorite search engine. Search by keyword, line number, amount, account number, name, business, and more. On a form, search the words on the page to jump quickly to the field you need.Starting Price: $2,390 one-time payment -
6
Wolters Kluwer Digital Tax Workflow
Wolters Kluwer
Firms that don’t fully commit to an integrated digital tax workflow solution can find themselves wasting time and leaving clients less than satisfied. It’s inefficient to have some steps that are automated and others that still require shuffling papers. If every part of your tax prep process doesn’t work together, technology can be working against you, not for you. Automated tax prep workflow software creates faster, trackable, end-to-end processes, which save your staff time while also satisfying busy clients. Every step, from obtaining client source documents to reviews and approvals is faster, including the final step—you getting paid! In digital tax preparation, client data is digitally imported, reviews are handled on- screen and returns are signed and filed electronically. By eliminating tedious data entry and other inefficient manual processes, tax workflow automation allows your firm to do more work with less resources. -
7
Quicko
Quicko Infosoft
Simple on-boarding, easy Form 16 upload, covers all deductions, claim TDS & e-file online. Automatically selects correct ITR for you. Simple user experience for DIY filers. Quicko lets you import trade P&L, recommends optimal tax regime, discovers tax savings opportunities and helps you calculate & pay taxes on time. Import dealer details simply by entering GSTIN. We prefill dealer data directly from GSTN using APIs so your purchase & sales credits are reported accurately. Prepare, review & share GST ready invoices via Web, Mobile or API. Embed payment links & collect payments from anywhere. Claim input tax credit (ITC) to set off output tax liability. We import cash & credit ledger data directly from GSTN using APIs, so you can utilize ITC optimally. Upload GSTR to GST with a click of a button. We submit your data directly to GSTN using APIs, so you have to never miss a deadline. -
8
SignalsHQ
SignalsHQ
SignalsHQ is an AI-driven tax automation platform for small and mid-sized US Tax firms that streamlines tax research, document intake, and compliance workflows. Our platform delivers legally grounded, authoritative tax insights rapidly, reducing manual effort and errors. It automates data extraction, working papers, and drafting while ensuring enterprise grade security. SignalsHQ empowers firms to shift from filing tasks to advisory services with confidence and efficiency. -
9
Taxfiler
Taxfiler
Award-winning accountancy and tax software, designed for accountants and built in the cloud. Taxfiler is a cloud solution for preparing and filing accounts, tax and MTD VAT returns. A single monthly subscription enables accountants to submit statutory accounts and tax returns for companies, partnerships, individuals and trusts. Taxfiler is a powerful cloud suite used by thousands of accountancy practices. Delivering the compliance functionality that firms need, at a price they can afford. Whichever pricing plan you choose, you will have all these features included. This is just one reason why more and more practices are moving to Taxfiler and joining the cloud revolution. Quickly and easily prepare final accounts from trial balance stage, using simple manual entry or importing figures from bookkeeping software. Transfer the profit and loss account and balance sheet directly from Taxfiler accounts preparationStarting Price: $13.00/month/user -
10
Clarity Practice Management
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.Starting Price: $50 per month -
11
Black Ore Tax Autopilot
Black Ore
Black Ore's Tax Autopilot is the first AI tax preparation platform for CPAs. Automated 1040 tax prep allows you to focus on growing your accounting firm. Ease employee hours and stress with automation. Enable faster, more accurate tax preparation with AI assistance. Serve more clients and preserve time for advisory and marketing. Black Ore's Tax Autopilot transforms tax compliance into a more strategic and profitable growth area for CPAs. Autonomous data classification, organization, and binder creation. AI/ML-powered insights and data processing directly into your tax software. Leading tax software integrations and enterprise-level security standards and certifications. Accounting firms of all sizes eliminate capacity constraints with Black Ore's Tax Autopilot. Expand profit margins with an enterprise-ready solution. Increase productivity and reduce review time for managers. Leverage technology that scales with hyper-growth customers. -
12
Neo.Tax
Neo.Tax
Neo.Tax is building the easiest and most accurate tax and accounting automation software. Our first product simplifies the complex process of applying for Federal and State R&D Tax Credits, putting up to $250K back into startups investing in R&D. In under an hour, you can prepare your R&D tax credit on your own, be guided by our team, or anything in between. Whichever route you choose, all claims are reviewed by our tax experts so you can file your credit with complete confidence. The R&D Tax Credit is best for startups and small businesses investing in R&D who: - made less than $5M to no revenue - been profitable less than 5 years - had R&D work done by US based employees or contractors This is the first step towards turning taxes into a modern advantage for accountants and businesses. Neo.Tax’s approach is reflected in our founding team; a Stanford PhD in Machine Learning automating the brain of a former IRS Agent, productized by a former Intuit product manager.Starting Price: 2% ttl qualifying R&D expenses -
13
ATX
Wolters Kluwer
The easiest to use, most complete professional tax software for CPAs and Small Firms. With an easy-to-use, forms-based interface and supported by the industry's largest form library, ATX is ideal for individual preparers and small firms alike. Designed to get you and your support staff up and running as quickly as possible. User-friendly design and features to help you quickly process and e-file returns with minimal errors. A huge library of over 6,000* tax compliance forms. Additional integrations to help you easily import tax information, share files with clients, and more. Identify e-filing errors, omissions, overridden entries, and more with Check Return. Track the refund or balance due with every entry with Refund Meter. Navigate between forms easily using Page, Worksheet, and Form tabs. Federal, state and local returns, including 1040, 1120, 1120S, 1065 and 1041 and corresponding schedules.Starting Price: $597 -
14
Drake Tax
Drake Software
Drake Tax is loaded with features to help you quickly and efficiently prepare and process your customers’ returns. So you can stay focused on the important stuff — working with clients and building your business. Drake Tax helps you do everything quicker, and speeds you through every step of preparing a return. Calculation results and full return view just a click away. Mark items in any text box, check box, or amount on a tax form as verified, flagged for review, or noted for review. If information for a verified item changes, DoubleCheck will automatically flag the item it for review. Shortcut keys and macros simplify data entry and reduce keystrokes. Automatic data flow from federal return to state and city returns, with override options. State and city returns generated as needed. Automatic credit for taxes paid to other jurisdictions. Drake Tax also auto-fills from ZIP Code and EIN entries.Starting Price: $330.00 -
15
Esgenix
Esgenix
Esgenix is an AI-native agentic patent workflow platform built for patent attorneys, IP law firms, and in-house intellectual property teams. Developed by patent practitioners, AI architects, and technologists with a combined 65 years of patent drafting experience, Esgenix streamlines the patent drafting process while maintaining explainability, legal rigor, and attorney control. The platform uses a council of multiple LLM agents that collaboratively brainstorm, debate, and generate prosecution-ready patent drafts with transparent redline audit trails and source-backed claim provenance. Rather than functioning as a simple AI drafting tool, Esgenix supports the complete patent workflow, from invention disclosure to filing-ready patent applications.Starting Price: $199 -
16
CCH ProSystem fx
Wolters Kluwer
CCH® ProSystem fx® suite, get integrated tax, accounting and audit, and workflow software tools in one award-winning solution. Maximize productivity and profits with integrated tax and accounting tools. Designed by the leaders in tax and accounting research, CCH® ProSystem fx® is used by the majority of the nation’s top accounting firms and business. An integrated tax, accounting, and workflow solution, CCH® ProSystem fx® enables you to increase accuracy, efficiency, and security, enhance client relationships. Build opportunities for additional revenue.CCH® ProSystem fx® Tax handles all types of federal and state returns, offers extensive electronic filing services, and automates computation and report generation. Improve workflow with a suite of integrated solutions including document management, firm management, knowledge management, and client collaboration. Help Mid-Large sized firms increase efficiency through the standardization of processes and workflows across their firm. -
17
TaxSlayer Pro
TaxSlayer Pro
Professional tax software built by and for tax preparers. Prepare 1040 federal, state, and local tax returns. Less than 60 second in-season wait time. No additional fees. Get your clients their refund faster and get paid sooner. We partner with the most banks in the industry to make it easy to sign up in seconds. Our reliable software, talented support team, and integrated bank products are just some of the reasons our customers keep coming back year after year. Access TaxSlayer Pro Web on any device with an internet connection so you can prepare returns from wherever your business takes you. TaxSlayer Pro Classic includes everything you need to prepare, file, and transmit your clients' tax returns. Our mobile app allows you to receive tax information from your clients wherever you are. Eliminate the need for them to wait in line at your office. Save time and retain more clients with TaxesToGo®.Starting Price: $1,495 one-time payment -
18
TaxDome
TaxDome
Your clients shouldn't need a phone call to work with you, and switching platforms shouldn't gamble your busy season. TaxDome is the single source of truth for tax, bookkeeping, and accounting firms, built so the move feels manageable from week one. Your clients will love it. The client app is rated 4.9/5 across 35,000+ reviews. Clients upload, scan, sign, and pay without a phone call, and when they do, the work routes to the right person and the job moves forward on its own. Behind it sits everything your firm runs on: CRM, workflow automation, secure documents, e-signatures, proposals, billing and integrated payments, time tracking, and team collaboration, with TaxDome AI handling the tedious work. Trusted by 15,000+ firms and loved by 5 million of their clients, TaxDome won 9 categories in the 2026 CPA Practice Advisor Readers' Choice Awards, including Practice Management Systems and Client Portals for Firms.Starting Price: $58 per month -
19
DT Practice
Thomson Reuters
DT Practice offers a unique big-picture perspective that provides valuable insight into your business, guarantees unprecedented client service, and ensures that your firm runs at peak productivity. You can use DT Practice for more than just invoicing software for accountants. To achieve fast accounts receivable turnover, timesaving paperless billing features enable you to bill clients easily, create customized electronic invoices and statements, publish invoices online and accept credit card payments. Quickly and automatically record time and expenses and bill clients using virtually any billing method, such as fixed-fee, progress, retainer, etc. You can also create customized invoices and statements, record and track accounts receivable transactions and create detailed reports and summaries. Now you can quickly and easily create private, secure client portals in DT Practice to improve client service and save time. -
20
FileInTime
TimeValue Software
File In Time due date tracking and task management software is the easy way to track all your filing due dates and projects. Make sure that you never miss another filing date and help your firm run more smoothly. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload. Instantly roll-forward completed tasks to create your due date list for the next period/year. Keep a record of the progress on each task (track up to 40 status fields) automatically. Assign services with built-in dates for nearly 200 federal and state income tax returns or easily create your own custom services. Generate tasks for all the jobs you have in your office. Each task is identified by the client, relevant dates, and the service being provided, from a tax filing to an office meeting.Starting Price: $199 per month -
21
Boast
Boast
Boast is the only R&D tax credit solution that combines technical and R&D tax expertise with AI to simplify claim preparation and maximize returns. Boast helps you easily identify and claim more innovation capital with our secure, AI-driven platform and in-house R&D tax expertise. From project identification and strategy to evidence collection, we don’t miss a thing. That’s why thousands of innovative companies use Boast every year to get higher claims, with less effort, and peace of mind. More than 98% of Boast claims are delivered without an audit. When our customers do hear from the CRA or IRS, we recover up to 95% of the estimated claim. We represent you at every step during the audit so it’s not a burden to you or your team. Boast’s AI-driven platform continuously identifies eligible R&D work and investments throughout your product development. Our in-house technical team also checks in proactively to ensure we don’t miss any eligible R&D tax credit claim opportunities. -
22
Tax Pilot
Tax Pilot
Tax Pilot Platform is a multifunctional service bureau. Upgrade your Tax Business by adding unique services to help grow your book of business. Tax Pilot Pro offers some of the most advanced features and powerful tools all packed into a simple, user-friendly and easy-to-use software for tax professionals. Taw Law Training is available to stay up to date with the newest tax laws or to train your Preparers so you can focus on growing your tax business.Starting Price: $499 per year -
23
Claimory
Claimory
Claimory is collision shop management software built specifically for body shops, not general auto repair. It organizes every claim from initial contact through final payment, keeps the team on the same page, and helps shops stop leaving supplement money on the table. The platform works alongside CCC ONE, Mitchell, and Audatex. Built-in AI reviews estimates against OEM guidelines, photos, and supplement history to catch undercharges before finalization. A per-claim AI drawer answers questions, drafts adjuster emails in the shop's voice, and summarizes photo sets. Every AI draft is human-reviewed before sending. Core capabilities: full claim lifecycle tracking, supplement aging with per-carrier thresholds, AI claim review, photo documentation, two-way SMS, electronic signatures, customer portal with real-time repair status, total loss workflow, cycle time dashboard, and shop performance reporting. Built by collision shop operators for collision shop operators.Starting Price: $49/month/location -
24
National Tax Office
National Tax Office
National Tax Office provides a professional tax preparation platform and business tools designed to help tax preparers start, manage, and grow a tax preparation business through a centralized digital platform. It functions as an all-in-one environment that includes tax preparation tools, training resources, support services, and integrated financial products required to operate a tax office. It is available as both a web-based and desktop system, allowing preparers to prepare and electronically file federal and state tax returns for individuals and businesses while maintaining access to current and prior-year forms in one place. It supports unlimited electronic filing and enables tax professionals to work from any location while maintaining control and visibility over their business operations. It includes multiple workflow modes, such as step-by-step interview guidance or direct form-based input.Starting Price: $199 per month -
25
CCH iFirm
Wolters Kluwer
Monitor and streamline every aspect of your tax and accounting business with CCH iFirm. Improve your office's processes - both internally and when working with clients — with the CCH iFirm Suite of solutions! Automate workflows and improve visibility so you can work more efficiently and provide faster service for your clients. Quickly and securely exchange documents with clients or internal staff via a customizable portal. Centralize all client information into a single, secure location for improved accuracy and easy access. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. Take a closer look at CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no obligation demo. And if you have any questions, a Wolters Kluwer Solutions Consultant can help you find the right tools for your office. -
26
AbsenceConnect
Alight Solutions
AbsenceConnect is our proprietary software, built specifically for the Canadian market, utilizing our expertise in claim administration, absence management, software and technology, return to work case management, and evidence-based clinical content. AbsenceConnect is completely cloud-based, highly secure, and accessible on all devices, providing employers and employees with the ability to submit a claim, check a status, and more, from anywhere with an internet connection. AbsenceConnect: • Integrates with MDGuidelines to provide insight into absence durations and employee accommodations • Supports complex policies and plans to speed up eligibility determinations • Automates and customizes tasks • Has daily reports for team leaders • Is completely bilingual (English and French) • Provides 24/7 direct access portal • Includes customizable client and web-based organizational access • Utilizes single sign on and multi-factor authentication -
27
ClaimEOT
ClaimEOT
ClaimEOT is a web-based software designed to perform forensic delay analysis, helping users accurately track project delays and determine eligible extensions of time (EOT) and compensable delays. The application utilizes a single as-built program to analyze project timelines from start to finish, identifying critical delays, concurrent delays, and excusable delays. It provides detailed insights into the project’s status and calculates compensable delays, enabling contractors, consultants, and legal professionals to make informed decisions. ClaimEOT is ideal for contractors, subcontractors, claims consultants, clients, and legal professionals needing an efficient way to assess delay claims. ClaimEOT’s Features ClaimEOT automatically performs Forensic Delay Analysis, and: ⦁ Instantly identifies Critically Delayed Activities and concurrency; ⦁ Provides daily insight into Project Delay; ⦁ Identifies Dynamic Critical Path; ⦁ Automatically drafts Notice of Delay Events;Starting Price: $5 -
28
Lenz
Lenz
Lenz is an audit-grade fact-checking API for AI-drafted text, built for teams that need to check factual claims before customers or clients see them. It reads a draft, memo, model answer, or page of copy, extracts the factual statements that can be checked against independent public sources, and returns a result for each. Its workflow follows four API primitives: extract verifiable claims, assess them in bulk with a fast multi-model verdict, escalate uncertain statements to a full verification, and ask follow-up questions grounded in the verification. Full verification runs through a structured five-stage pipeline of framing, research, debate, panel review, and conclusion. Lenz searches public sources, scores evidence for authority, relevance, and recency, has models from multiple vendors argue both sides of a claim, and returns a verdict, confidence score, cited sources, and reasoning trace that users can audit.Starting Price: $7.99 per month -
29
Accurate Legal Billing
Accurate Legal Billing
The Accurate Legal Billing Software is a cloud-based, AI-enabled platform that can be used by law firms to prepare and submit invoices that are 100% compliant with each of their client’s billing guidelines. Enhanced with features like multilingual and multi-currency invoice preparation, the prime features include: daily activity capture, law firm performance metrics, budget preparation and tracking, invoice conversion into any standard format, automated bill review, etc. Seeking approval for various non-compliances is made easy via ALB, as the entries that require prior approval can be sent directly to the claim adjuster using the software. ALB 2.0 presents an easy to use invoice cleansing platform that eliminates the need for integration with the ALB platform while yielding 100% compliant invoices that suffer no reductions by legal bill review vendors.Starting Price: $30 per user per month -
30
CCH Axcess Tax
Wolters Kluwer
An intelligent tax preparation, compliance and workflow solution specifically built for the cloud. At the heart of a streamlined digital tax process is CCH Axcess Tax, delivering a cloud-based, award-winning tax preparation and compliance solution. CCH Axcess Tax creates a more accurate and efficient tax workflow to fuel extreme productivity and profitability. With CCH Axcess Tax, you'll spend less time organizing, managing and searching for documents, leaving more time for billable activity and providing a healthier work-life balance for you and your staff. CCH Axcess Tax provides ease of tax preparation and compliance with thousands of automatically calculating forms and schedules for federal, state, county and city entities; robust diagnostics; and a state-of-the-art electronic filing system. To get the most out of CCH Axcess Tax, it’s important to prepare everyone on your team so that they can use it to its full potential, thereby maximizing your benefits and ROI. -
31
StanfordTax
StanfordTax
StanfordTax uses AI to automate and streamline tax information collection and organization for accounting firms. It integrates with major tax software (including CCH Axcess, ProSystem fx, UltraTax, Lacerte, ProSeries, Drake, and ProConnect) and imports thousands of clients’ prior-year data quickly. It then generates personalized questionnaires for each client that include prior year numbers, document checklists, and only ask the relevant questions, skipping irrelevant ones. Once clients submit their info and documents, StanfordTax produces a PDF workpaper; documents are automatically categorized, bookmarked, ordered, and client responses are neatly organized. It supports over 30 document types (such as W-2, various 1099s, 1098, etc.). We use the Advanced Encryption Standard (AES 256) to encrypt data at rest and 256-bit SSL encryption to encrypt data in transit.Starting Price: $18 per month -
32
ArkLegal AI
ArkLegal AI
ArkLegal AI is a cloud-based U.S. legal research, document analysis and drafting platform for attorneys, law firms, legal teams, businesses and self-represented users. It supports jurisdiction-aware research across all 50 states and federal courts, citation checks and source links, document review, legal drafting and matter workspaces. Microsoft Word, OneDrive and Clio integrations are included in the Ark plan. Users can research questions, analyze uploaded documents and develop drafts in a browser. Free research and document tools are available alongside paid subscriptions. Founded on December 6, 2025 by practicing attorney Philippe Revah, ArkLegal AI is operated by ARK LEGAL AI LLC in Hallandale Beach, Florida. ArkLegal AI is software, not a law firm. Users should independently review sources, current treatment, citations and drafts before relying on results.Starting Price: $39.99/user/month -
33
Firm360
Firm Software
Streamline your practice and increase your firm's productivity. Save your staff an average of 10 hours a week in wasted non-billable time in 30 days. This will free up your time to focus on growing your practice and delivering awesome service to your clients. Save your firm time and money by replacing 5+ legacy software solutions with one seamless experience. One platform. Everything you need to get the job done! Our all-in-one platform has everything you need to run your firm. All the features you need to get your job done in one place. Stop jumping between different platforms. Save time and money with automation. Improve your efficiency by automating tasks. With Firm 360, you can work from anywhere in the world. You'll have 24/7 access to your firm. -
34
IP Author
Dolcera
IP Author enterprise harnesses our cutting-edge AI technology stack for comprehensive IP management, from concept to commercialization. Offering modules for invention disclosures, patent drafting, searches, office action responses, categorization, and evidence of use, it's designed to streamline and enhance the IP lifecycle for corporations. The invention disclosure module of IP Author streamlines the disclosure process with an AI-driven system that simulates an attorney-inventor interview, quickly creating precise documents and expediting filings. The patent drafting module of IP Author utilizes AI tech stack to swiftly understand the problem and solution described, generating essential patent components, including editable flowcharts and block diagrams. Avoid common drafting pitfalls with our advanced prompt engineering, delivering a complete patent draft in just 15 minutes. Unlike manual reviews, our module guarantees consistent and detailed attention to all patent claims.Starting Price: $499 per month -
35
Accrual
Accrual
Accrual is an AI-native accounting automation platform built for tax and professional accounting workflows, especially for firms that prepare and review tax returns at scale. It uses advanced AI agents that act like a preparer by reading and organizing client inputs from documents such as K-1s, 1099s, spreadsheets, emails, and multi-hundred-page statements, identifying missing information, generating targeted follow-up questions, and producing draft tax returns ready for professional review, all within a unified system instead of fragmented tools. Its AI-driven structure automatically organizes data as it’s ingested, so preparation, review, and client guidance build on one another rather than requiring repeated manual rework, helping reduce preparation and review time dramatically while preserving accuracy, controls, and auditability that accounting firms require. -
36
MyTAXPrepOffice
Advanced Tax Solutions
MyTAXPrepOffice saves you time during the busy tax season with simple workflows. The client information sheet flows directly to both federal and state returns. Work line by line or choose the form you need for quick e-file transmission. Expert customer support is available via online chat, email, or phone. Live webinars, integrated training videos, and remote access make getting help easy. With 24/7 live chat during tax season and short hold times, our support far exceeds the competition. Work from anywhere, anytime, on any device including PC, Mac, tablet, and phone. Work and answer client questions at the office, on the go, or at home. Offline mode allows you to continue working even if your internet connection is lost. Packed with productivity tools, MyTAXPrepOffice makes tax preparation fast, accurate, and easy. We provide excellent customer support and an easy to use, professional product for an unbeatable price.Starting Price: $495 per year -
37
AirWorks
AirWorks
With AirWorks Automate, you can get CAD deliverables in record time on our ten standard, automated layers. Results are fully validated by our in-house engineering team to guarantee quality. Together with AirWorks CAD, our self-service 2D drafting tool designed to simplify your manual drafting process, you can now complete projects from data upload to deliverable right in one platform. For firms looking to speed up their project timelines through AI and complement their drafting work, AirWorks Automate + CAD is the right productivity software for any team, small or large. Through this technology, CAD drawings are delivered in record time, and our quality control engineers ensure that every drawing we deliver meets our client’s existing standards and surpasses their expectations. Our team has spent years developing models that are able to identify and categorize points in aerial imagery, making it possible for our software to distinguish between feature types. -
38
August
August Law
August is an all-in-one legal AI workspace designed to help law firms automate core workflows and operate more efficiently by centralizing drafting, review, collaboration, and business operations into a single platform. It enables lawyers to review, draft, redline, and manage documents using AI that is tailored to each firm’s internal precedents, templates, and style, ensuring outputs align with established legal standards. It includes tools such as tabular document review, which extracts and compares key data across large volumes of files, and AI-powered clause drafting that allows users to rewrite and refine contracts directly within familiar environments like Microsoft Word. It also provides an assistant capable of answering questions across documents, summarizing information with references, and generating client-ready communication, reducing time spent on research and early-stage review. -
39
Financial Cents
Financial Cents
An easy-to-use accounting practice management solution that has everything you need to manage your team, scale your firm and hit your deadlines. Delegate tasks & see your teams’ work at a birds eye view. Budget hours, run reports & invoice clients. Store all your client information in one place for your team. Automate client data collection with auto follow-ups. Securely store your passwords in one place for your team. Integrate with QuickBooks to easily sync your data and clients. Attach and exchange documents with your team & clients. Increase firm profitability by identifying unprofitable clients. Use our best practice workflow templates (or create your own) to streamline your process and maintain work quality as your team grows. -
40
DeepRFP
DeepRFP
DeepRFP is AI RFP software for proposal teams, consultants, and small businesses that need help preparing RFP responses and narrative proposals. The platform organizes each bid, tender, solicitation, or proposal opportunity into a workspace where users can upload RFP files, company content, past performance, technical material, and other reference documents. DeepRFP uses proposal-focused AI agents and workflows to support RFP analysis, requirement review, compliance analysis, compliance matrix creation, proposal drafting, questionnaire responses, pricing strategy, and proposal review. Users can generate analysis reports, proposal drafts, compliance briefings, pricing narratives, proposal reviews, and compliance matrices, while Ask Anything provides shorter, on-demand answers inside the workspace. DeepRFP is designed for small businesses, proposal consultants, government contractors, and lean proposal teams that want practical proposal workflows without enterprise software bloat.Starting Price: $89 per month -
41
UltraTax CS
Thomson Reuters
Automate your entire business or professional tax preparation using the powerful, timesaving tools included with Thomson Reuters UltraTax CS professional tax software. You'll access a full line of federal, state, and local tax programs including 1040 individual, 1120 corporate, 1065 partnership, 1041 estates and trusts, and multi-state returns. UltraTax CS seamlessly integrates with other Thomson Reuters solutions, including CS Professional Suite and Onvio cloud software, so you never lose any billable hours to manual processing. Meet all of your tax workflow needs with a customized, end-to-end solution built on cloud computing, advanced data sharing, and paperless processing. View input, forms, prior year input, diagnostics, and more on up to 4 separate monitors — all at once. Start each year with a checklist that instantly pulls in a list of fields with your client’s data from last year’s return.Automatically link returns using Tax ID numbers.Starting Price: $2500 per year -
42
LexisNexis PatentOptimizer
LexisNexis
Learn how to create high-quality patent applications before they are submitted for examination. Automate the review process and eliminate the need for manual draft reviews. By quickly and effectively checking all parts of a patent application draft, from patent claims to patent drawings and everything in between, PatentOptimizer generates comprehensive error reports, revealing the actions users can take to fortify their applications before submitting them to the USPTO. There is wide variability among examiner behaviors across the USPTO and surprisingly, even within technology center groups. With the exclusive Lottery Map, you’re able to draft your patent application to better target a favorable tech center group and get the best quality patent in the shortest amount of time. Positively influence the likelihood and the time it takes to get your patent approved. Eliminate errors in your draft application and mitigate the risk of rejections and other hurdles to a grant. -
43
Clio Draft
Clio
Clio Draft is an AI-powered legal drafting and document automation solution that helps law firms create legal documents more efficiently and accurately. The platform automates document generation by converting existing Word files into reusable templates and populating multiple documents with client and case information at once. It includes access to up-to-date court forms across all 50 states, helping legal professionals stay compliant and reduce time spent searching for forms. Clio Draft also features AI-powered questionnaires that collect client information and automatically map responses to document templates. Built-in e-signature capabilities allow firms to prepare, send, and collect legally compliant signatures without leaving the platform. By combining document automation, court form management, client intake, and cloud-based collaboration, Clio Draft helps law firms reduce manual work and streamline legal drafting processes.Starting Price: $70 per month -
44
PatentSolve
PatentSolve
PatentSolve is an AI-powered platform that helps patent practitioners respond to USPTO office action rejections in minutes instead of hours. Upload an office action and PatentSolve analyzes every rejection — §102, §103, §101/Alice, and §112 — mapping claim limitations to examiner arguments automatically. It generates attorney-quality draft responses with proper claim-by-claim structure and accurate citations. Key features: - Office action analysis and response drafting - Real-time examiner intelligence from USPTO data (allowance rates, art unit trends) - Patent proofreading (antecedent basis, claim dependencies, spec cross-references) - Glass Box transparency — every AI conclusion links back to source text for verification Built for patent practitioners at firms of all sizes who want to spend less time on mechanical analysis and more time on prosecution strategy. Free tier available — try it with no credit card required.Starting Price: $75 -
45
Intuit Practice Management
Intuit
Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.Starting Price: $60 per user per month -
46
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
47
Polsinelli PatentCAD
Polsinelli
Polsinelli PatentCAD is a patent-approved AI software tool for visually creating patent applications based on method or apparatus claims. PatentCAD processes the claims and composes sentences from the claims and application drafters visually arrange the claims into a written description. Our novel user interface can handle complex claims such as mutually exclusive embodiments, alternative conditions, and optional steps. This approach enables our application drafters to draft high-quality claims and then visually build the specification with full support of those claims. On average, PatentCAD users draft and input an average of 1.7 independent method claims and 18 dependent claims which are converted into specification content, other statutory claims, and other content with minimal input. PatentCAD also helps build a well-organized patent application by handling repetitive formal tasks and surfacing reusable content such as client-specific boilerplate and other common technical content. -
48
Taxware
Taxware Systems
Taxware Systems offers a full line of tax software designed for tax preparers by tax preparers. Throughout the entire electronic filing process, you get real-time status of your returns. A variety of intuitive filters make searching for the information you need, quick and efficient. Our program is able to compare your current year clients with your prior year clients to build a database of the tax payers you haven’t yet worked with in the current year. With this database you can send form 4868 extensions for all of these clients at once! Save time and eliminate the need to scan signature documents! Compatible with e-signature solutions available from third-party providers as well as complete integration with the Topaz Signature pads, you are ready to digitally sign PDFs. Taxware provides integration with EPS, Refund Advantage and TPG-Tax Products Group to give our clients a variety of options in both product and services to grow their business. Taxware does not charge any hidden fees. -
49
Questel Patent Drafting
Questel
Industry-leading patent drafting software powered by generative AI. Our patent drafting software uses natural language processing and machine learning to help IP professionals draft quality patents more quickly using artificial intelligence. Whether you upload a simple claim tree or a more detailed invention disclosure, our patent drafting software produces a first draft in a matter of minutes. The drafts are created in a fully secure, cloud-based environment to guarantee data security and confidentiality. Each section uses its own designated AI model, generating titles, summaries, problem statements, and the initial technical problem. Simply click on each section when you receive the outline to view alternatives or review and amend the background technical data. Collaborate with colleagues or download a compliant patent application at the click of a button. Strengthen non-AI-generated applications by checking the draft against our AI-generated recommendations. -
50
ClaimMaster
ClaimMaster
Draft high-quality patent applications that can withstand enforcement challenges. Avoid overhead fees during prosecution. Use ClaimMaster to proofread documents for missing antecedent basis, lack of specification support, inconsistent claims and part numbers, wrong amendments and status indicators, and dozens of other issues, big and small. Focus on more substantial, strategic work that drives value by automating many patent application drafting steps. Generate document sections and figures/flowcharts using natural language processing and customizable templates. ClaimMaster also includes other helpful patent drafting tools for renumbering figures and parts, auto-complete/suggest for parts, and inserting boilerplate. Speed up drafting of Office Action responses and USPTO forms. ClaimMaster's powerful tools will help you analyze Office Actions and draft responses faster.Starting Price: $30 per user per month
