Page 1 of 1

Let's look at your workflow

A few quick questions about how your firm runs right now.

How many people work at your firm?

*

A

0-10

B

10-50

C

50-100

D

100+

Which tools does your firm currently use?

*

QuickBooks Online

Xero

QuickBooks Desktop

Karbon

Canopy

TaxDome

Financial Cents

Dext / Hubdoc

Ignition / GoProposal

Gusto

ADP / OnPay

Google Drive / Dropbox

Slack / Microsoft Teams

Where does your team lose the most hours every month?

*

Chasing clients for documents

Categorizing and reconciling transactions

Following up on unpaid invoices

Onboarding new clients

Producing and sending reports

Roughly how many hours per week go into that work?

*

A

Less than 5 hours

B

5–10 hours

C

10–20 hours

D

20+ hours

Your name.

*

Firm name.

*

Your work email. - we'll reach out within one business day

*