Logixboard is your one-stop customer engagement platform that helps your customers be more efficient and have more visibility into their processes. Deliver unparalleled customer experience by combining your logistics expertise …

SideDrawer evolved out of a need they faced in their personal and business lives. They frequently found the need to exchange confidential, sensitive information like tax documents with an accountant …

Clientshare was founded to transform relationships in business by bringing them into the digital age with the aim of helping suppliers retain and grow business. Clientshare is a Customer Experience …

SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and better serve their clients. Progressive accounting firms and tax …

Kahootz can bring everyone together in secure online workspaces, which can be configured for your specific business purpose. This includes project management, client portals, procurement, stakeholder engagement and much more. …

FileInvite's document collection software was born from a high-growth agency, to help collect documents in a faster, simpler and more secure manner. They help you to get the information you …

EverAfter is used by customer-centric companies around the world that strive to deliver personalized customer success experiences at scale. Digitally led customer success teams can now collaborate with their customers …

Eliminate feedback bottlenecks and streamline your design workflow with Atarim, the visual collaboration platform that revolutionizes the way feedback is given and received. Atarim's intuitive click-to-comment feature empowers you to …

Copilot is a technology platform that service businesses use to run and grow. Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, …

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile …

Satuit Technologies is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit …

Bushel enables clear and simple business for grain facilities and their growers. Through integrating into a grain facility’s accounting system, Bushel provides growers with instant access to scale tickets, contracts, …

Broker Buddha transforms the application and renewal process to make your agency far more efficient. And profitable. On a platform customized with your own agency branding, you can automate tasks, …

bunch is building the backbone of private markets with an end-to-end platform that enables funds and investors to operate, administer, and transact seamlessly. Designed with GPs at heart, bunch’s data-centric …

LaunchBay is the all-in-one client onboarding automation platform for B2B service providers and software companies. It unifies forms, files, tasks, and communication in one branded experience - eliminating manual follow-ups, …