Software comparisonsThe software you use, built around your firm.
Off-the-shelf tools are built for thousands of firms at once. See how each one compares with a platform built for your firm, which ones we can replace to cut your subscription costs, and which ones we connect to.
Tax software
Practice management
Accounting & bookkeeping
Engagement letters, proposals & billing
Email, files & productivity
AI models & assistants
Automation platforms
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Most firms pay for several of these tools at once, and they rarely work well together. Our goal is to replace as many of them as makes sense with one platform built for your firm, so you cut costs and simplify how you work. The rest, like your tax software, we connect to. We don't sell or resell any of these products.
Free automation audit
Find out where your hours are going.
In a free 45-minute session we map your workflows and hand you a ranked list of automations for your firm, with estimated hours saved for each. It's yours to keep whether or not you work with us.