Salt Lake City, Utah
Summary
This business offers a comprehensive cloud-based practice management software tailored for accounting and tax firms. It includes features such as client relationship management (CRM), document management, a client portal, workflow automation, payment processing, and time tracking. The software aims to enhance operational efficiency, improve client engagement, and streamline various accounting processes, making it suitable for firms looking to modernize their practice management.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
20.7 years — Since Apr 2004
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
541219
SIC 4 Digit Code
7371
SIC 2 Digit Code
73
Industry
1. Accounting Software and Practice Management
2. Other Accounting Services
Vendor
Source
Apple
TXT Record
TXT Record
Sendgrid
TXT Record
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