I have had a relationship with bill.com since their inception and have watched them build more and more automation to help CAS practices simplify and automate back-office financial processes for small and mid-sized businesses. It is very exciting to have them as part of our Best In Class Tech Stack for our CAS firms we work with!
Bill.com makes paper-based manual transaction processing obsolete by transforming how your customers manage their cash and helps create the efficiencies need to free up time focus on the business.
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Track expenses, submit expense reports, pay bills, generate invoices, collect payments, track mileage, plan trips, and get the best corporate credit card - all with the Expensify app!
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That is why I am so excited to have Jirav as a Best In Class Tech Stack member. Jirav helps you deliver more high-value client advisory services (CAS) in areas such as forecasting and budgeting, including analytics, financial modeling, strategic business planning, and more. This all-in-one financial planning and analysis solution gives firms powerful tools for forecasting, budgeting, reporting, and dashboarding that eliminates time calculating, and instead allows you more time to analyze the numbers, ask the questions that are important to the client and have the meaningful conversations that your clients want.
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This is why we chose ADP as a Best In Class Tech stack member for our CAS firms we work with. There are a global provider of cloud-based human capital management (HCM) solutions, where they can support you in offering HR, payroll, talent, time, tax and benefits administration to your clients.. Their reporting, analytics and compliance expertise offers accounting professionals’ the exclusive client advisory tools so you can deliver these services confidently and know you have the support you need. They provide access to authorized client data, seamless general ledger integration and practice tools with their free platformplatform Accountant ConnectSM. Their dedicated online support can help you increase services and revenue for your firm and know you always have experts to call when you need them.
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I am thrilled to have Avalara as a Best In Class tech stack member for the CAS practices we work with! They help meet your clients’ needs by offering a portfolio of automated solutions to deliver services such as sales tax preparation and filing, business licenses, transfer pricing documentation, sales tax research and expert advice from their support team.
Avalara for Accountants provides accountants the expertise and tools needed to deliver these services:
- Sales tax preparation and filing
- Business licenses
- Transfer pricing documentation
- Sales tax research and expert advice
Developed expressly for accounting service providers, Avalara for Accountants delivers visibility into process status and helps you to manage multiple clients efficiently and to streamline workflows. With Avalara, accountants can now better serve clients, scale for firm growth, reduce risk, and improve client retention rates.
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That is why I am so excited to have Intuit as one of our Best In Class Tech Stack members for the CAS practices we work with. When you and your clients work together in QuickBooks Online, you are able to have simultaneous access to real-time data and automation to handle the day-to-day task work and manual processes. You can be a true Cherished Advisor to your client so they get more of your expertise, and you gain deeper insights into their business needs to grow with them. Learn more about Intuit and our other members!
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