SafeSend
Acquisition in 2025
SafeSend provides an electronic tax return assembly and delivery system to accounting firms. It simplifies tax return preparation and client communication by automating document gathering, e-signatures, and secure file transfer, integrating seamlessly with tax software.
Truewind develops an artificial intelligence-based platform that powers bookkeeping and finance operations. It offers a comprehensive financial back office experience through AI and concierge service, providing startups with reliable bookkeeping and detailed financial models for efficient operations.
Materia
Acquisition in 2024
Materia Enhancing public accountants' lives by automating tedious tasks, freeing time for higher-value activities, and improving overall efficiency.
SurePrep
Acquisition in 2022
SurePrep, LLC is a provider of tax automation software tailored for the accounting industry in the United States. Founded in 2002 and based in Irvine, California, the company offers a suite of solutions, including 1040SCAN PRO, an optical character recognition (OCR) tool that automates the extraction of data from various tax documents into tax software. Additional offerings include 1040SCAN ORGANIZE, which streamlines the organization of source documents; 1040SCAN TRADES, which generates Excel schedules for Schedule D information; and SPbinder, a workflow management system that enhances efficiency in tax preparation. SurePrep also provides various outsourcing services for tax preparation. With a client base exceeding 19,000 tax professionals, ranging from large firms to individual practitioners, SurePrep is recognized as a leader in tax automation, promoting increased productivity and profitability for its users. The company has established strategic partnerships to enhance its service offerings and also operates a service center in India to assist with U.S. tax return preparation.
Ledgible is a platform developed by Verady that bridges blockchain assets with traditional financial verification and accounting. It offers products and infrastructure networks for auditing, accounting, and verifying blockchain assets, supporting enterprises and tax professionals in managing digital asset reporting efficiently.
Gestta Technology
Acquisition in 2022
Gestta Technology is a developer of accounting automation software based in São Paulo, Brazil. The company provides a comprehensive accounting system designed to streamline various business processes, including workflow automation, people management, customer service, secure document archiving, performance analysis, resource monitoring, and task management. By focusing on high precision and efficiency, Gestta Technology aims to enhance the operational capabilities of its clients in the manufacturing sector and beyond.
BizActions
Acquisition in 2012
BizActions is a prominent provider of digital newsletter and web marketing services specifically tailored for accounting firms in North America. Operating on a Software as a Service (SaaS) platform, the company delivers innovative online solutions that enhance the marketing capabilities of its clients. By focusing on the unique needs of accounting firms, BizActions enables these businesses to effectively communicate with their clients and enhance their online presence.
Web Builder CS
Acquisition in 2011
Web Builder CS websites for accountants are tailored to meet the unique needs of tax and accounting firms.
Mastersaf Brazil
Acquisition in 2011
Mastersaf Brazil specializes in developing software solutions for tax and accounting needs. Founded in 1998 and acquired by Thomson Reuters in 2011, the company provides a range of products including MASTERSAF DFe, MASTERSAF DW, MASTERSAF GF, MASTERSAF Smart, and MASTERSAF Tax Analyser. Its offerings encompass legal, tax, and accounting software, along with a comprehensive compliance suite designed to process taxes and generate necessary data for tax authorities. Additionally, Mastersaf provides e-invoicing software and an online tax information portal, catering to the diverse needs of its clients in the financial sector.