“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, tasks and powerful workflows, Karbon aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.
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.
Senta is a cloud-based practice management platform that was founded to make accountancy practices more profitable, more scalable and to help them deliver great customer service. Senta, voted Practice Management Software of the Year 2019: Cloud-based CRM, marketing, email automation, workflow, secure documents, electronic signing & insights for accountants. Senta provides everything a practice needs to run efficiently and will give you insight into how your practice is really performing.