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.
Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.
OfficeTools is an industry-leading vertical SaaS provider for the compliance-focused Professional Services market. They provide purpose-built, cloud-based solutions for small and medium-sized Legal and Accounting firms to support a secure and cloud-enabled practice. Their highly differentiated cloud infrastructure puts customers’ business data and vital applications into a virtual workspace accessible anywhere, anytime, and from any device.