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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

Contact us at: repositax.com

Repositax has decades of experience on both the Tax Preparer and the Client sides of the relationship. Our Tax Prep Engagement System sits in between your Firm and your Clients and captures all of the activities in a single secure Shared Workspace, including timelines, return status, questionnaires, document management, financials, messaging, return review process and e-signatures on the Engagement Letter and e-File Authorization. Our design ensures that the Clients are actually engaged in the process which is critical to improving accuracy and reducing errors.

Company Contact:

Contact us at: getcanopy.com

Canopy is an award-winning, cloud-based practice management software suite designed to increase efficiency and boost revenue for accounting firms. It offers tools for client management, document management, workflow, and time & billing, as well as specialty compliance solutions that help accountants obtain IRS transcripts and resolve notices quickly. Canopy’s transcripts tool won CPA Practice Advisor’s top technologies 2021 award and its overall software was ranked in Digital.com’s best accounting practice management software in 2021. Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure.

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:
+1 (866) 512-6017

Client Experience / Communication

Contact us at: liscio.me

Stop chasing clients for documents and give them an easy, secure, mobile file sharing app they’ll love to use.  With clients sending in documents quickly, staff gets more done.  Client-facing task lists, integrated eSignature and KBA capabilities, and complete visibility for the firm (across all clients) ensures that nothing slips through the cracks. Client Experience 2.0™ begins with Liscio.  Learn More Here

Company Contact:
Davida MacBain

Contact us at: pacesettertax.com

Complete Tax Practice Management software, combining unlimited e-signatures, document management, secure portal, task workflow, invoicing, status updates, and direct messaging into one easy-to-use platform.  #1 mobile app for your clients, and now announcing the newly released mobile app for professionals, allowing you to manage everything you would manage at your desk, from virtually anywhere.  Designed by tax professionals with over 50 years combined experience in the tax field, using processes proven to streamline any practice to max out efficiency while keeping the personal touch of your unique practice, with the client.

Company Contact:
Donald Nelson
(801) 380-4312 

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