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“Being able to see it on the dashboard in red, we are able to act faster. I can then get in touch with the client and say we need to increase your fees.”
“We can also do this in seconds versus saying let me look into it and call you back. The service to the client is what has always set us apart from other firms, and this helps us keep doing that.”
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, …
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, …
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 …
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