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 their team grew, it became difficult to run their firm from spreadsheets. The spreadsheets didn’t give them the real-time visibility to easily track the status of work, which caused work to fall through the cracks and missed deadlines.
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.
Taxaroo is a modern cloud-based tax practice management tool. They enable tax professionals to spend more time providing value-add guidance to their clients, and less time collecting information, doing follow ups, and managing the endless bits of workflow. Clients have a simple clean experience working with their tax preparers in a secure virtual environment.