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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.
Mango Practice Management (formerly ImagineTime, Inc.) has been providing innovative and affordable time and billing software since 1998. At the request of their clients, they expanded their software to include add-on modules for due date tracking, document management, calendar and client relationship management, and integration with QuickBooks and tax software. Their focus is on the small business marketplace and their approach is let the customer pick which mix of modules is appropriate for their firm. As a firm grows their client base and expands their services, ImagineTime is still the perfect fit due to the ease and low cost of adding on modules.
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.
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