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"Financial Cents enables us to send each document request as a line item to get their bank statements, credit card statements, receipts, etc. Thanks to the (passwordless) client portal, clients can see completed and outstanding document requests, and Financial Cents will auto-remind them for us. "
"I'm all about customer support, and Financial Cents does that 100%. They listen and respond. They don't just go, 'Oh, yeah, we heard that suggestion before,' and put it on a back burner. I can't do that to my clients, so I appreciate that the company I use to manage …
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, …
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 …
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