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AccountantsWorld Case Studies

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  • Reference Rating
    4.7 / 5.0
    Customer References66 total
    About

    Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.

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    4.7 / 5.0
    Customer References70 total
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    Financial Cents, Shahram spent over a year interviewing hundreds of accounting firms to learn about the most significant problems when growing their firm. Through these interviews, he learned that as their team grew, it became difficult to run their firm from spreadsheets. The spreadsheets didn’t give them the real-time visibility to easily track the status of work, which caused work to fall through the cracks and missed deadlines.

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    4.7 / 5.0
    Customer References27 total
    About

    Jetpack Workflow is a Cloud-based application that helps accounting professions manage, track, and automate recurring client work. Jetpack Workflow also helps track, All the work for your staff and team, Profitability to specific projects, The time it took to complete the work and much more.

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