Solutions for Accounting & CPA Firms

Purpose-built software that understands the unique challenges of modern accounting practices. Streamline workflows with AI-powered automation, ensure compliance, and scale your firm efficiently.

500+

Firms Transformed

40%

Average Time Savings

99.9%

Deadline Compliance

2x

Client Capacity

We Understand Your Challenges

Having worked with hundreds of accounting firms, we've identified the common pain points that hold practices back from reaching their full potential.

Deadline Management

Multiple tax deadlines, audit schedules, and filing requirements create complexity

Client Data Organization

Documents scattered across emails, shared drives, and physical files

Team Collaboration

Coordinating work across multiple team members and review levels

Compliance Requirements

Maintaining audit trails and meeting regulatory standards

Comprehensive Solutions for Your Practice

Audit Management System

  • Risk assessment modules
  • Testing documentation
  • Review tracking
  • PCAOB compliance tools

Reduce audit time by 40% while ensuring quality

Tax Workflow Automation

  • Automated document collection portals
  • AI-assisted preparation tracking
  • Automated review workflows
  • E-filing integration

Handle 2x more returns without adding staff

Client Portal & CRM

  • Secure document exchange
  • Engagement tracking
  • Automated reminders
  • Client communication log

Improve client satisfaction scores by 35%

Practice Analytics Dashboard

  • Realization rates
  • Staff utilization
  • Client profitability
  • WIP tracking

Increase profitability by 25% with data insights

Success Story

Mid-Size CPA Firm (50 professionals)

Challenge

Manual processes causing bottlenecks during busy season

Solution

Implemented automated workflow system for tax preparation

Results

60% reduction in preparation time
90% fewer errors requiring rework
30% increase in client capacity
100% on-time filing rate

Services Tailored for Accounting Firms

Audit & Assurance

  • • Risk assessment automation
  • • Testing documentation
  • • Review management
  • • Compliance tracking

Tax Services

  • • Return preparation workflow
  • • Document collection portals
  • • Extension tracking
  • • E-filing integration

Advisory Services

  • • Client dashboards
  • • Financial KPIs
  • • Forecasting tools
  • • Report automation

Practice Management

  • • Time & billing
  • • Resource scheduling
  • • Client CRM
  • • Document management

Compliance Tools

  • • Deadline tracking
  • • CPE management
  • • License renewals
  • • Quality control

Client Experience

  • • Secure portals
  • • Mobile apps
  • • E-signatures
  • • Automated updates

Built with Industry-Leading Technology

Security

SOC 2 compliant infrastructure

Integration

Works with your existing tools

Cloud-Based

Access from anywhere

Scalable

Grows with your firm

Ready to Transform Your Accounting Practice?

Join hundreds of forward-thinking firms that have modernized their operations with our custom solutions. Schedule a personalized demo to see how we can help your firm work smarter.