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| Feature | ||
|---|---|---|
| Rating |
3.7
|
2.0
|
| Reviews | 9 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
TaxGPT AI co-pilot for accountants and tax professionals increases tax firm's productivity and profitability by 10x by automating tax research, client communication, onboarding flows and secure document collection. |
| Website | https://www.goldenbasis.com | https://www.taxgpt.com |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
|
| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
|
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
|
| Details | View Full Review → | View Full Review → |