Your Tech Stack is Costing You
$50K/Year in Manual Data Entry
Your Tech Stack is Costing You $50K/Year in Manual Data Entry
Your Tech Stack is Costing You $50K/Year in Manual Data Entry
Your tax software doesn't talk to your CRM. Your billing system doesn't sync with your practice management tool. Your team is the "integration layer"—manually copying data between systems.
Your tax software doesn't talk to your CRM. Your billing system doesn't sync with your practice management tool. Your team is the "integration layer"—manually copying data between systems.
The system runs on SOC 2 and ISO 27001-certified cloud tech.
Internal systems are designed around your processes.
Adapt as workflows evolve and teams grow, without costly rebuilds.
The app-ocalypse is draining your profitability
The app-ocalypse is draining your profitability
CPA firms lose 300 hours and $45,000 annually to "swivel chair" integration because their 10-50 software apps don't talk to each other. This forces staff to waste an hour per return manually re-keying data between disconnected tax, billing, and CRM systems.
Custom Dashboard
Jan 01 - Mar 15
$34,678.34 K
Total Amount
Get Report
15 Jan
15 Feb
15 Mar
Value by source
Loan SBA
27%
$7000.00
Seller Note
24%
$6653.00
Seller Note
20%
$1534.00
Class A Client
16%
$1103.00
Class B Client
13%
$896.00
Custom Dashboard
Jan 01 - Mar 15
$34,678.34 K
Total Amount
Get Report
15 Jan
15 Feb
15 Mar
Value by source
Loan SBA
27%
$7000.00
Seller Note
24%
$6653.00
Seller Note
20%
$1534.00
Class A Client
16%
$1103.00
Class B Client
13%
$896.00
What you integrate
Unified Client & Workflow Sync
Bi-directional integration keeps your CRM, tax software, and practice management in sync, eliminating duplicate data entry.
Hands-Free Data & Document Flow
Automation pulls financials from accounting software and documents from portals directly into your tax returns.
Automated Billing & Centralized Oversight
Turn completed returns into instant invoices while viewing every client's status, missing documents, and unbilled time on a single, real-time dashboard.
Custom Dashboard
Jan 01 - Mar 15
$34,678.34 K
Total Amount
Get Report
15 Jan
15 Feb
15 Mar
Value by source
Loan SBA
27%
$7000.00
Seller Note
24%
$6653.00
Seller Note
20%
$1534.00
Class A Client
16%
$1103.00
Class B Client
13%
$896.00
What you integrate
Unified Client & Workflow Sync
Bi-directional integration keeps your CRM, tax software, and practice management in sync, eliminating duplicate data entry.
Hands-Free Data & Document Flow
Automation pulls financials from accounting software and documents from portals directly into your tax returns.
Automated Billing & Centralized Oversight
Turn completed returns into instant invoices while viewing every client's status, missing documents, and unbilled time on a single, real-time dashboard.
Why custom tools matter
Why custom tools matter
Increased Efficiency
Teams spend less time switching tools and more time executing work.
Better Data Control
Centralized systems improve accuracy, ownership, and accountability.
Scales With Your Team
Internal systems adapt as processes and teams grow.
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 business is scaling Your systems aren't
Stop forcing your team to use tools they have outgrown. Build the infrastructure that gets you to the next level.
Your business is scaling Your systems aren't
Stop forcing your team to use tools they have outgrown. Build the infrastructure that gets you to the next level.
Your business is scaling Your systems aren't
Stop forcing your team to use tools they have outgrown. Build the infrastructure that gets you to the next level.
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.