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"JETPACK IS AMAZING! I don’t know how else we could manage recurring tasks within our business otherwise."
"It’s been great. We started with the workflow management, but as we scaled, we use sub-tasks as tax return checklists for each step in the workflow process. It has allowed us to scale more effectively while keeping our quality and best practices consistent."
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, …
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 …
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, …
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