Tax season is a crazy time. To be able to serve clients efficiently, consider using a practice management software.
Contact us at: gruntworx.com
Tax Automation and Organization ~ Gruntworx takes the organization and data entry process off your plate. We help you convert paper documents to searchable PDFs, directly scan those documents into your e-filing software, and more. As technology evolves, the industry is shifting toward paperless tax workflows that streamline efficiencies and increase productivity. But how do you go from a high-level concept to actual day-to-day implementation? That’s where we come in.
Company Contact:
Anita Wheeler
anita.wheeler@gruntworx.com
Contact us at: coraltreetech.com/coracloud
CoralTree, Inc. is a leading provider of practice management software for Accountants and Bookkeepers. CoraCloud’s client-centric features include a branded client portal, task management, eSignatures, messaging, mobile app, CRM, time tracking, bill reporting and so much more! Qbox allows users to share and collaborate on QuickBooks Desktop files remotely. Learn more at https://www.coraltreetech.com/coracloud
Company Contact:
Alison Garcia
agarcia@coraltreetech.com
Contact us at: getcanopy.com
Canopy unlocks the firm you always wanted. How? Well, first, by unclunking accounting firms with an end-to-end solution that makes your tech stack less…stack-y. Canopy puts customers first with world-class user experience, support, education, and innovation rooted in customer feedback. And our team ensures that Canopy works (and works well) anywhere for any size or type of firm—wherever you are now and wherever you’re going. Canopy multiplies your efforts so your practice requires less proverbial midnight oil. And Canopy delights your clients with a modern, easy-to-use portal that helps you get the info you need when you need it.
Contact us at: seqwens.com
Experience a simple practice management solution for Tax and Accounting Professionals. SeQwens will modernize your business process and increase customer engagement, whether you are a start-up or you run a multi-office operation. With Online Client Organizers, Secure Document Portals, Scheduling and Appointments, Chat, Text & Communication, Integrated Invoice and Payments, IRS Compliant E-Signature, and Workflow Management, you can automate your process and grow.
Company Contact:
Sales@seqwens.com
+1 (866) 512-6017
Contact us at: learn.ontask.io
OnTask is a business management and automation solution designed to help tax professionals thrive in and out of tax season. Complete with all of the tools needed to support your business year-round, OnTask features legally binding eSignatures, fillable forms, document generation, integrations with your favorite platforms, robust automation features, and more. Reduce errors and skyrocket your business’ productivity as priorities change with OnTask’s flexible business management solution.
Company Contact:
Kim Barton
kbarton@ontask.io
813-513-2879