Summary
This business provides a comprehensive practice management software designed specifically for accounting firms. It focuses on enhancing visibility and control, automating tasks, and facilitating team collaboration. The software includes features for client management, project management, workflow automation, billing, and reporting, all aimed at improving efficiency and productivity for firms of various sizes. Additionally, it offers AI-powered tools to streamline operations and enhance client relationships.
We offer API access to our data.
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Label
Value
Active Dates
9.0 years — Since Jan 2016
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
1Password
TXT Record
Microsoft
TXT Record
DocuSign
TXT Record
TXT Record
Pardot
TXT Record
Segment
TXT Record
Sendgrid
TXT Record
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