PARKES

Owner

Goods & Services

Downloadable computer software for creating and managing proposals; engagement letters and contracts; obtaining electronic signatures; client onboarding; client identity verification, anti-money laundering and know your customer compliance checks; invoicing, billing and payment collection; sales pipeline management; service pricing, reporting and analytics; and integrating with practice-management, accounting, payroll, customer relationship management and payment software, all for use by accounting and professional services firms; Downloadable computer software using artificial intelligence (AI) for generating service pricing recommendations, automating workflow tasks, summarizing conversations, meetings and documents, drafting client communications and reports, and operating AI agents that perform these functions, all for use by accounting and professional services firms

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating service pricing recommendations, automating workflow tasks, summarizing conversations, meetings and documents, drafting client communications and reports, and operating AI agents that perform these functions, all for use by accounting and professional services firms; Software as a service (SAAS) services featuring software for creating and managing proposals; engagement letters and contracts; obtaining electronic signatures; client onboarding; client identity verification, anti-money laundering and know your customer compliance checks; invoicing, billing and payment collection; sales pipeline management; service pricing, reporting and analytics; and integrating with practice-management, accounting, payroll, customer relationship management and payment software, all for use by accounting and professional services firms; Technical support services, namely, troubleshooting of computer software problems in the field of practice-management, billing and artificial intelligence (AI) software problems; Customizing computer software by dapting proposal management, billing, payment collection, workflow automation, software integration and artificial intelligence (AI) software to the requirements of accounting and professional services firms; Integration of computer software for others, namely, integrating proposal, billing and practice-management software with the accounting, practice-management and customer relationship management (CRM) systems of accounting and professional services firms