New York, NY
Summary
This platform offers an all-in-one practice management solution tailored for accounting, tax, and bookkeeping firms. It streamlines workflows, enhances client management, and facilitates team collaboration through features like automated invoicing, secure messaging, and a customizable client portal. The software also includes tools for document management, time tracking, and CRM functionalities, enabling firms to manage their operations efficiently and improve client relationships.
We offer API access to our data.
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Label
Value
Active Dates
11.5 years — Since Jul 2013
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
541219
SIC 4 Digit Code
8721
SIC 2 Digit Code
87
Industry
1. Accounting and Tax Practice Management Software
2. Other Accounting Services
Vendor
Source
Atlassian
TXT Record
TXT Record
TXT Record
Stripe
TXT Record
Twilio
TXT Record
Sendgrid
TXT Record
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