Send Beth a text!In this episode of Accounting with Confidence, I provide an in-depth overview of the extensive tech stack my full-service CPA firm uses. I discuss the various applications and tools that help us manage tax preparation, accounting, payroll processing, practice management, and client communications. From Drake Tax for tax returns to Canopy Tax for practice management, and Ignition for proposals and payments, I provide detailed insights into each product's role and benefits. Additionally, I touch on our transition to cloud-based solutions and alternative software options like Xero, ensuring you have the information to enhance your own business operations.

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