Jotform
Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows.
Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction.
The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.
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Soraban
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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Claude
Claude is a next-generation AI assistant developed by Anthropic to help individuals and teams solve complex problems with safety, accuracy, and reliability at its core. It is designed to support a wide range of tasks, including writing, editing, coding, data analysis, and research. Claude allows users to create and iterate on documents, websites, graphics, and code directly within chat using collaborative tools like Artifacts. The platform supports file uploads, image analysis, and data visualization to enhance productivity and understanding. Claude is available across web, iOS, and Android, making it accessible wherever work happens. With built-in web search and extended reasoning capabilities, Claude helps users find information and think through challenging problems more effectively. Anthropic emphasizes security, privacy, and responsible AI development to ensure Claude can be trusted in professional and personal workflows.
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