Our Services
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Automations
Document Intelligence
Document Intelligence
- Bulk creation and maintenance of data
- Client synchronization across systems
- WIP, time, and billing synchronization across systems
- Customized solutions to replace manual processes
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Document Intelligence
Document Intelligence
Document Intelligence
- Import/export/extract
- Creation of documents, newsletters, messaging
- AI enabled document parsing
- Document management system
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System Integrations
Document Intelligence
System Integrations
- SafeSend CCH Axcess
- Workflow
- Practice
- AR reminders
- Approval systems
- Portals
- Document sharing
How We Can Help
Custom Solutions to Maximize Your Firm’s Potential
We design, develop, and implement tailored solutions to meet the unique needs of our clients. As full-stack developers on the Microsoft Power Platform and Microsoft Certified Partners in Data Analytics and Data Platform, we bring expertise that drives results.
Empowering Your Technology Investment
Our services are crafted to help clients fully leverage their investments in new technologies. We provide full-service consulting for O365/M365, licensing, data migrations, and value maximization.
Comprehensive Retainer Services
We offer a range of ongoing services to support your business, including:
- Project Road Mapping
- Data Cleansing and Issue Mitigation
- CCH Axcess Consulting and Optimization
- Systems Administration and Configuration
- Enterprise Data Reporting
- Process Improvement and Optimization
- Custom Application Development
- Integration and Automation across all systems and processes
Driving ROI for CPA Firms
We specialize in helping CPA firms maximize their ROI with CCH Axcess through reporting, integration, and automation. Our customized solutions support year-end planning, reviews, budgeting, scheduling, project management, and the elimination of manual processes. If Excel is at the core of your operations, it's time to rethink your approach – we can transform your business with dynamic, writeback-enabled reports and actionable insights.
Enterprise-Grade Solutions
For large enterprises using Dynamics Sales or F&O, we provide advanced reporting, automation, data warehousing, and resource augmentation. Our full suite of services enables clients to view and utilize data in new, impactful ways.
Technologies We Work With:
Office 365/M365, Teams, SharePoint, Azure, SQL, Power BI, Power Apps, Power Automate.
Let us help your firm unlock its full potential through technology, automation, and data-driven solutions.
