Mar '23 • General discussion
Technology and Integrations
Hi!
My name is Prerit (Pete) Patel.
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?
3
2 comments
Technology and Integrations
skool.com/tax
Tax Savings Strategies, sharing how the elites structure their taxes and how you can use the same systems to create your family legacy.
Powered by