Karbon is built for accounting firms that want better visibility and control over work in progress without relying on scattered email threads, spreadsheets, and disconnected task trackers….
HubSync is a cloud-based, AI-powered tax practice management platform designed to streamline CPA firm workflows, client communication, and document management in one unified interface. It replaces disjointed, manual, or legacy systems with automated modules for engagement letters, PBC lists, workflow tracking, e-Sign, and e-File.
We connect firms of all sizes with the expert insights, strategies, resources and technologies that future success demands so they can continue to thrive – now and into the future.
Basil (by CoralTree, Inc.) is an all-in-one practice management software solution for accountants to run client work, workflows, documents, signatures, and billing in one place.
Automata Practice Development provides managed automation services for accounting firms, using APIs and RPA to automate repeatable, step-by-step processes especially across tax and accounting operations. APD also offers packaged automation tools and accelerators for common firm workflows.
Amelio (a brand of HKMP Technologies, LLC) is a business process management platform for CPA firms to standardize tax/audit workflows and generate structured outputs.
As the nation’s premier management consulting firm, businesses expect more from us, whether it’s expertise in tax credits and incentives, change management and digital consulting, or managed service and talent solutions
