Eliminate data entry with our industry-leading scan-and-populate tax solution, which automates 4 to 7 times as many documents as the alternatives and exports data directly to your tax preparation software.

Sovos offers comprehensive tax information reporting solutions designed to simplify 1099 reporting, mitigate risks, and ensure complete compliance for organizations of all sizes. Their cloud-based platform streamlines and automates time-consuming processes, allowing businesses to focus on core operations while staying compliant with evolving regulations. Sovos provides real-time updates, expert-backed solutions, and industry-leading security measures to protect sensitive information. The software suite includes features such as real-time and bulk TIN validations, seamless integration with existing systems, direct-state reporting support, and automated corrections. With tiered pricing options, Sovos caters to individual filers, small to mid-sized businesses, and high-volume enterprise clients. Their managed services option further streamlines tax information reporting by outsourcing the entire process, enabling organizations to redirect internal resources to core business activities.

Give your board directors customized and accurate reporting so they can meet their fiduciary duty. Broadridge data provides deep insights into competitors for more representative peer groups and expertise on fund industry trends so you can better position your funds to support fee increases.

1C:Enterprise is a development platform for creating customizable business automation software for various industries.

Minimize risk in an increasingly complex regulatory environment by automating compliance monitoring and reporting. Our rules-based compliance solution aggregates data across intermediary platforms, flagging potential trading violations in real time.

Minimize risk in an increasingly complex regulatory environment by automating compliance monitoring and reporting for your retirement services business. Our rules-based solution aggregates data across intermediary platforms and flags potential trading violations in real time, helping to simplify regulatory compliance and reporting.

Keep property owners better protected with reliable, component-based, claims-driven replacement cost estimates.

Keep homeowners better protected with replacement cost estimates built on real-world claims and multisource data.

Carta’s 409A valuations provide accurate, IRS-compliant valuations with automated workflows and real-time updates for efficient equity management.

A web-based solution for efficiently creating and filing IRS EFAST2 compliant retirement plan forms, including Form 5500 and 8955-SSA.