Your investment data and
tax data shouldn't live in separate universes
Your investment data and
tax data shouldn't live in separate universes
We build bi-directional integration between Orion/Black Diamond and Thomson Reuters/CCH—so your team stops doing "swivel chair" data entry and your clients get accurate, unified reporting.
We build bi-directional integration between Orion/Black Diamond and Thomson Reuters/CCH—so your team stops doing "swivel chair" data entry and your clients get accurate, unified reporting.
The system runs on SOC 2 and ISO 27001-certified cloud tech
Section 7216 compliant
data sharing
Scales with your AUM without system rebuilds
The hidden cost of the "Air Gap"
Your wealth platform and tax software don't communicate, forcing your operations team to manually copy client data, account values, and cost basis information between systems. One address change requires updates in four places. Tax season becomes a nightmare of reconciliation. You're paying six-figure salaries for data entry work that should be automated.
Google Sheets
Import live spreadsheet data to visualize and analyze instantly.
Connecting
Google Sheets
Import live spreadsheet data to visualize and analyze instantly.
Zapier
Automate data syncs and workflows across 5,000+ business apps.
Airtable
Link structured business data and create flexible dashboards in minutes.
Google Sheets
Import live spreadsheet data to visualize and analyze instantly.
Connecting
Google Sheets
Import live spreadsheet data to visualize and analyze instantly.
Zapier
Automate data syncs and workflows across 5,000+ business apps.
Airtable
Link structured business data and create flexible dashboards in minutes.
What we connect
Individual Tax (1040)
Automates data extraction from W‑2s, 1099s, K‑1s, 1098s, brokerage and bank statements, and prior-year returns.
Business Returns (1120, 1120-S, 1065)
Turn bank statements, expenses, depreciation, and payroll into ready-to-use data instantly.
Audit / Review
Clients see real-time status, timelines, and next steps without needing to follow up.
Google Sheets
Import live spreadsheet data to visualize and analyze instantly.
Connecting
Google Sheets
Import live spreadsheet data to visualize and analyze instantly.
Zapier
Automate data syncs and workflows across 5,000+ business apps.
Airtable
Link structured business data and create flexible dashboards in minutes.
What we connect
Individual Tax (1040)
Automates data extraction from W‑2s, 1099s, K‑1s, 1098s, brokerage and bank statements, and prior-year returns.
Business Returns (1120, 1120-S, 1065)
Turn bank statements, expenses, depreciation, and payroll into ready-to-use data instantly.
Audit / Review
Clients see real-time status, timelines, and next steps without needing to follow up.
Multan
Id
75486
75487
75488
75489
75490
City
Lahore
Multan
Islamabad
Krachi
Bahawalpur
Transactions
1.2K
1.8K
3.7K
8.9K
4.8K
Amount
$38.52K
$42.83K
$87.26K
$156.85K
$96.66K
Multan
Id
75486
75487
75488
75489
75490
City
Lahore
Multan
Islamabad
Krachi
Bahawalpur
Transactions
1.2K
1.8K
3.7K
8.9K
4.8K
Amount
$38.52K
$42.83K
$87.26K
$156.85K
$96.66K
Multan
Id
75486
75487
75488
75489
75490
City
Lahore
Multan
Islamabad
Krachi
Bahawalpur
Transactions
1.2K
1.8K
3.7K
8.9K
4.8K
Amount
$38.52K
$42.83K
$87.26K
$156.85K
$96.66K
Why it works
Why it works
Eliminates Manual Entry
Bi-directional sync means data flows automatically between platforms—no more copying account numbers, addresses, or tax data by hand.
Prevents Errors
Automated reconciliation catches discrepancies before tax filing, eliminating costly mistakes and client disputes.
Saves Time
What used to take your operations team hours per client now happens automatically in seconds across your entire book of business.
Works with software you already own
We don't ask you to rip and replace. We integrate.
Intuit (QuickBooks Online & Desktop)
Total sync with the world’s leading accounting platform, whether you are using the cloud version or the power-user desktop edition.
Xero
Connectivity with the popular cloud accounting suite known for its user-friendly interface and vast app ecosystem.
TaxDome
An all-in-one platform that handles everything from the client portal and e-signatures to firm-wide automation.
Sage Intacct
Integration for mid-market organizations needing sophisticated financial automation beyond standard accounting software.
Karbon
Streamlines team collaboration by bridging the gap between your email, client tasks, and workflow management.
Oracle NetSuite
Enterprise-grade connection for global corporations managing complex accounting, CRM, and ERP needs.
Ignition
Automates the onboarding process, including digital proposals, signed engagement letters, and payment collection.
Canopy
A comprehensive practice suite that centralizes your CRM, document management, and tax resolution workflows.
ShareFile
Business-class file sharing and storage with high-level security controls for managing sensitive financial data.
Wolters Kluwer (CCH Axcess, ATX)
Support for both enterprise-level cloud suites and specialized forms-based software used by professional firms.
Taxwell (Drake Tax, TaxAct)
Connections for firms prioritizing speed, high-volume processing, and cost-effective professional filing.
Thomson Reuters (UltraTax CS)
Advanced integration for firms handling complex, multi-state, and high-entity tax scenarios.
Liscio
Enhances the client experience through secure mobile messaging and simplified document task management.
Suralink
Simplifies the audit process by managing "Prepared by Client" (PBC) request lists and secure document exchanges.
SmartVault
Provides a secure, branded repository for document storage with an integrated portal for client file sharing.
CrossLink
Specialized connectivity for high-volume retail tax offices focused on rapid data entry and bank products.
CCH Document
Integrated storage within the Wolters Kluwer suite for seamless document organization and retrieval.
Don't see your software? If it has an API (or even if it doesn't), we can integrate it. We've connected 200+ systems across 50+ CPA firms.
Works with software you already own
We don't ask you to rip and replace. We integrate.
Intuit (QuickBooks Online & Desktop)
Total sync with the world’s leading accounting platform, whether you are using the cloud version or the power-user desktop edition.
Xero
Connectivity with the popular cloud accounting suite known for its user-friendly interface and vast app ecosystem.
TaxDome
An all-in-one platform that handles everything from the client portal and e-signatures to firm-wide automation.
Sage Intacct
Integration for mid-market organizations needing sophisticated financial automation beyond standard accounting software.
Karbon
Streamlines team collaboration by bridging the gap between your email, client tasks, and workflow management.
Oracle NetSuite
Enterprise-grade connection for global corporations managing complex accounting, CRM, and ERP needs.
Ignition
Automates the onboarding process, including digital proposals, signed engagement letters, and payment collection.
Canopy
A comprehensive practice suite that centralizes your CRM, document management, and tax resolution workflows.
ShareFile
Business-class file sharing and storage with high-level security controls for managing sensitive financial data.
Wolters Kluwer (CCH Axcess, ATX)
Support for both enterprise-level cloud suites and specialized forms-based software used by professional firms.
Taxwell (Drake Tax, TaxAct)
Connections for firms prioritizing speed, high-volume processing, and cost-effective professional filing.
Thomson Reuters (UltraTax CS)
Advanced integration for firms handling complex, multi-state, and high-entity tax scenarios.
Liscio
Enhances the client experience through secure mobile messaging and simplified document task management.
Suralink
Simplifies the audit process by managing "Prepared by Client" (PBC) request lists and secure document exchanges.
SmartVault
Provides a secure, branded repository for document storage with an integrated portal for client file sharing.
CrossLink
Specialized connectivity for high-volume retail tax offices focused on rapid data entry and bank products.
CCH Document
Integrated storage within the Wolters Kluwer suite for seamless document organization and retrieval.
Don't see your software? If it has an API (or even if it doesn't), we can integrate it. We've connected 200+ systems across 50+ CPA firms.
Works with your software
We don't ask you to rip and replace. We integrate.
Intuit (QuickBooks Online & Desktop)
Total sync with the world’s leading accounting platform, whether you are using the cloud version or the power-user desktop edition.
Xero
Connectivity with the popular cloud accounting suite known for its user-friendly interface and vast app ecosystem.
TaxDome
An all-in-one platform that handles everything from the client portal and e-signatures to firm-wide automation.
Sage Intacct
Integration for mid-market organizations needing sophisticated financial automation beyond standard accounting software.
Karbon
Streamlines team collaboration by bridging the gap between your email, client tasks, and workflow management.
Oracle NetSuite
Enterprise-grade connection for global corporations managing complex accounting, CRM, and ERP needs.
Ignition
Automates the onboarding process, including digital proposals, signed engagement letters, and payment collection.
Canopy
A comprehensive practice suite that centralizes your CRM, document management, and tax resolution workflows.
ShareFile
Business-class file sharing and storage with high-level security controls for managing sensitive financial data.
Wolters Kluwer (CCH Axcess, ATX)
Support for both enterprise-level cloud suites and specialized forms-based software used by professional firms.
Taxwell (Drake Tax, TaxAct)
Connections for firms prioritizing speed, high-volume processing, and cost-effective professional filing.
Thomson Reuters (UltraTax CS)
Advanced integration for firms handling complex, multi-state, and high-entity tax scenarios.
Liscio
Enhances the client experience through secure mobile messaging and simplified document task management.
Suralink
Simplifies the audit process by managing "Prepared by Client" (PBC) request lists and secure document exchanges.
SmartVault
Provides a secure, branded repository for document storage with an integrated portal for client file sharing.
CrossLink
Specialized connectivity for high-volume retail tax offices focused on rapid data entry and bank products.
CCH Document
Integrated storage within the Wolters Kluwer suite for seamless document organization and retrieval.
Don't see your software? If it has an API (or even if it doesn't), we can integrate it. We've connected 200+ systems across 50+ CPA firms.
Your tech stack should work together.
Stop forcing your team to be the "integration layer" between disconnected systems. Build the infrastructure that scales with your AUM.
Your tech stack should work together.
Stop forcing your team to be the "integration layer" between disconnected systems. Build the infrastructure that scales with your AUM.
Your tech stack should work together.
Stop forcing your team to be the "integration layer" between disconnected systems. Build the infrastructure that scales with your AUM.
Your strategic development partner for custom internal tools, automated workflows, and scalable operations.
Your strategic development partner for custom internal tools, automated workflows, and scalable operations.
Your strategic development partner for custom internal tools, automated workflows, and scalable operations.