Canopy
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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Xero
Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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Karbon
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
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GrowthForce
GrowthForce provides comprehensive outsourced services in bookkeeping, accounting, and controllers. Through GF Connect, our online client portal, you can seamlessly collaborate, communicate, and share documents with your team of specialists, ensuring your financial management practices are organized and effectively executed. With this system, nothing is overlooked, and you remain informed from the very first day of onboarding, as well as during weekly and monthly processing. GF Connect offers a straightforward method to stay updated on your outsourced accounting activities at all times. Additionally, with our sleek applications available for iPhone, iPad, and Android devices, you can stay connected and check on your projects no matter where you are. With the support of your GrowthForce Team and the capabilities of GF Connect, you will wonder how you ever operated without such a resourceful tool at your disposal. This partnership redefines efficiency in financial management, making it easier than ever to keep your business on track.
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