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Hi! My name is Prerit (Pete) Patel. Prerit (Pete) Patel - Founder - Projektive Kapital | LinkedIn My focus is to infuse better technology that engages customers, operations, and management - all driven through workflow and automation by the customer or employee. We let go of our CPA and brought everything in-house this month. Intuit has been full of gaps and errors and we have ~50 clients who are invoiced. We use Softr.io and Airtable.com as our CRM and dashboard. The revenue software will be tied in with Authorize.net or a bank. Went back to Zoho invoicing until we find solid ground. Sorry, not a tax saving question, but lower overhead means more taxable income 😉 Where we are stuck: which bank technology and accounting software works best together? Should we shop based on volume or customer type? Which banks do tax professionals enjoy working with?