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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SynkBooks
At SynkBooks, we provide technology-driven bookkeeping solutions designed to simplify your complex bookkeeping and tax requirements, along with our user-friendly bookkeeping software. Each client is paired with a dedicated team of three experts, all at some of the most competitive rates available in the bookkeeping sector. This team consists of a skilled bookkeeper, an attentive account manager, and a qualified professional—either an Attorney, CPA, or EA. Our secure API, which is the same technology utilized by popular applications like Venmo and Gusto, ensures seamless transaction downloads directly from your bank. When evaluating our service rates, it's important to note that our fees encompass tax return preparation, which adds significant value. Our bookkeepers are committed to identifying and maximizing your deductible business expenses, allowing you to retain more funds come tax season. At SynkBooks, we prioritize maintaining open lines of communication with all our clients, ensuring they feel supported throughout the entire process. Your financial peace of mind is our ultimate goal.
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Corvee Tax Planning
Corvee provides tax, accounting, and financial advising firms the ability to make better tax decisions for clients while optimizing their business. Corvee Tax Planning software is the company's flagship product. It provides firms with a simple but sophisticated tool to quickly calculate tax savings, create proactive tax plans, and streamline client collaboration. Corvee has received numerous honors this past year, including being named Accounting Today's Top New Product of 2021; being selected as a Finalist for the 2021 CPA Practice Advisors Technology Innovation Awards; and most recently, being included on the 2021 Inc. 5000 List of the fastest-growing companies in America.
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