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| Rating |
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3.0
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| Reviews | 3 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
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. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.taxgpt.com | https://www.meetthyme.com/ |
| Positives |
"Fast, reliable, and constantly improving. Great product!"
Gerry Hackett - 4/5
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"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Missing important features we need for our workflow."
Odessa Smitham - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
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| Details | View Full Review → | View Full Review → |