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“We moved from spending 35% of our time on admin/non billable client work to only spending 15% of our time (across the entire team!). We were also able to streamline new client onboarding and easily see updates and statuses across our team. Jetpack Workflow allows us to look at reporting …
“It has allowed us to reduce errors, hit deadlines, and keep us under our time budgets.”
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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