Averoic
Averoic is a no-code platform for running governed, audit-ready business processes - a faster, lighter alternative to a rigid ERP build and to running operations on spreadsheets and email. Teams configure multi-step workflows and approvals (maker-checker with authority limits), forms and data capture, dashboards and reports, attribute-based access control (deny-by-default) and a tamper-evident audit trail - one system, configured not coded, live in weeks. Ready templates cover loan origination, credit and investment-committee governance, insurance claims, procure-to-pay, vendor onboarding, finance postings and payroll. Integrates via REST APIs, channels and resilient service tasks, with document generation and notifications built in. An AI assistant builds apps, forms and workflows from plain language. Per-tenant isolation, data residency on AWS, cloud or on-prem. In production at UTI Alternatives: up to 60% faster time-to-market for new lending processes.
Learn more
CPA Pilot
CPA Pilot is an AI tax planning assistant built exclusively for accounting professionals. More than just software, it acts like a digital tax advisor —helping CPAs, Enrolled Agents, and tax firms automate research, streamline workflows, and deliver higher-value client services.
With CPA Pilot, firms can:
- Save hours every week by automating 1040 research and tax planning tasks.
- Improve accuracy & compliance with AI-driven deduction discovery and IRS/state rule integration.
- Enhance client relationships through automated client-ready emails, insights, and proactive tax strategies.
- Scale their practice by onboarding new staff faster and reducing tax season stress.
Whether you’re a solo CPA, part of a growing tax practice, or managing complex client portfolios, CPA Pilot makes tax preparation faster, smarter, and stress-free—so you can focus on advisory, not paperwork.
Learn more
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.
Learn more
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.
Learn more
