Accounting Technology

AI’s Game-Changing Impact on B2B Revenue Management

Earmark Team · March 11, 2025 ·

Technology has made many tasks like paying employees, managing bills, and handling expenses much more manageable in business finance. However, tracking revenue—essential for any company’s success—has mostly relied on old tools like spreadsheets and emails, leading to a lot of manual work and confusion. Fortunately, that situation is starting to improve.

In a recent Earmark Expo webinar, Blake Oliver, CPA, and David Leary explored how Tabs, a new AI-powered platform, transforms B2B revenue management by bringing invoicing, usage-based billing, and revenue recognition under one roof.

Why Revenue Management Has Lagged Behind

Even though significant improvements have been made in automating accounts payable and payroll processes, managing revenue still requires a lot of manual effort. David pointed out that the accounting department is responsible for handling payroll and paying bills, but revenue management often gets divided among different teams, including marketing, sales, and finance.

According to Ali Hussain, CEO and founder of Tabs, “Revenue is just a very complex discipline from a data standpoint.” Each contract can carry unique terms, amendments, and usage triggers. Until recently, this complexity kept automation efforts at bay.

In 2023, artificial intelligence advanced enough to tackle complicated business contracts, even those tucked away in emails or side agreements. Taking a cue from how today’s accounting and payroll systems have combined various tools into a single platform, Tabs offers an all-in-one solution for managing the entire revenue process. This means businesses no longer have to search through multiple spreadsheets, contract systems, and scattered documents to close the books.

From Contract Ingestion to Collections and Revenue reporting: A Look Inside Tabs

During the demo, Caitlin Lu, Head of Partnerships, showcased how Tabs centralizes every step of the revenue cycle:

Contract Ingestion

Forward a contract (formal MSA, email agreement, renewal, side letter—English language only) to Tabs’ secure email.
Tabs automatically scans the document, extracting billing terms, pricing details, renewal dates, payment schedules, and usage allowances.

Billing and Invoicing

Tabs auto-generates invoices based on the extracted terms.
Users can edit or confirm billing frequency or payment terms before sending.
Integration with QuickBooks or NetSuite is bidirectional: once sent, the invoice syncs to the general ledger, and any subsequent changes in QuickBooks or NetSuite flow back into Tabs.

Usage-Based Billing

For companies charging by hourly rates, seat licenses, tiered usage, or any variable consumption model, Tabs removes the need for manual calculations.
To share usage data, simply upload CSV files or integrate a BI tool. Tabs then apply the contract’s negotiated rates.

Revenue Recognition

Tabs automatically computes deferred, unbilled, and recognized revenue aligned with GAAP requirements.
It generates corresponding journal entries for each period, which are ready for import into the GL.
For audits, every revenue schedule is tied to the original contract, creating a clear paper trail.

Collections and Renewals

A live collections dashboard highlights overdue invoices, pending invoices, and upcoming renewals.
Automated reminders can be sent to customers.
Renewal information, including price escalators or extended terms, surfaces well ahead of contract end dates, mitigating revenue leakage.

Customer Payment Portal

Each invoice includes a secure payment link where customers can pay by ACH, credit card, wire, or check.
ACH, checks, and wires incur no additional fees in Tabs; credit card fees depend on the Stripe terms negotiated by the merchant.
Tabs applies payments and reconciles amounts automatically, marking invoices paid in both Tabs and your accounting system.

Implementation and Pricing

Unlike traditional billing systems that can take six to nine months to set up, Tabs is designed to help finance teams get started in just one billing cycle. There’s no need for costly technical projects; many companies can simply export their usage data from their product team using a spreadsheet. Tabs takes care of everything else from there.

Tabs offers a straightforward pricing plan with a fixed fee, meaning there are no extra charges based on how much you use the service. They collaborate with Stripe to handle credit card payments, but you can choose any payment processor.

Transforming the Role of Finance

The Tabs approach offers a refreshing solution for accountants who often find themselves overwhelmed by complicated revenue models, spreadsheets, or the hassle of tracking down missing contract updates. Instead of getting bogged down with tedious data entry and reconciliations, finance teams can focus on more valuable tasks. This includes providing insights on pricing strategies or analyzing how profitable different customers are. Plus, the system helps ensure everything is ready for audits and automatically handles journal entries, which helps to minimize mistakes and keeps financial records tidy.

“This is your chance to do more with less,” says Ali. By centralizing contracts, usage, billing, and revenue recognition, Tabs enables finance professionals to be proactive rather than reactive—whether at a large firm managing hundreds of contracts or at a growing SaaS startup looking to modernize its revenue processes.

Ready to Learn More?

If you’re ready to see how Tabs can help, or if you’re an accountant interested in rolling this out to clients, visit tabs.inc and explore the “Partners” section or schedule a demo.

You can also earn free CPE by watching the webinar’s replay and completing a short quiz in the Earmark app. With AI now able to tackle the messy reality of B2B revenue, it’s time to shed that manual work and step into the future of revenue management.

Beat Spreadsheet Chaos and Improve Audit Efficiency

Blake Oliver · February 18, 2025 ·

If you’re running an accounting firm, one statistic should be on your radar: 30% of audit engagements fail to stay on time and within budget. In an era of talent shortages and rising client expectations, this isn’t just a scheduling issue—it threatens profitability and long-term client relationships.

The Frustrations of Manual Approaches

Anyone who has worked in public accounting knows how messy things can get trying to manage work with Excel spreadsheets, SharePoint folders, and long email threads. You may try to keep everything in one email, but it often becomes too cluttered. If you create several threads for each request, you can easily lose track of them. This confusion can lead to clients forgetting which documents they have sent, and the audit team spends too much time trying to find out what is still missing.

Many firms face challenges with low realization rates and delayed projects, largely due to cumbersome manual workflows. As a result, client experience can also suffer. Keep in mind that your client contact has a full-time job, and sifting through emails to locate the correct request only adds to their frustration.

Enter Suralink: Reinventing the PBC Process

In a recent Earmark Expo, Ryan Smith showcased Suralink, describing it as the industry’s leading “Provided by Client” (PBC) solution, serving over 1,100 CPA firms and 6,500 client users, including 60% of the top 200 CPA firms. Suralink was born from a CPA’s firsthand frustration with spreadsheets and email threads. The goal? Streamline client collaboration so that everything—document requests, file uploads, comments, and status updates—happens in one secure portal.

Key Features for Modern Audit Workflows

Here’s how Suralink helps to address the challenges of manual processes and reimagine client engagement for faster and more profitable audits:

Single Source of Truth

All request items are tracked within one platform—no more scouring inboxes, no more juggling Excel checklists.
Color-coded statuses (Outstanding, Fulfilled, Returned, Accepted) make it easy for clients to see what’s pending. Turning “boxes” yellow or green creates a sense of progress and gamification.

Assignment and Permissions

Each request can be assigned to a firm user or a specific client contact. Users see only the items relevant to them, reducing confusion.
Sensitive requests (e.g., payroll data) can be “locked,” so only designated individuals see those documents. Clients appreciate the added confidentiality.

Consolidated Communication

Instead of cluttered email threads, each request includes its own dedicated comment section. Conversations stay in context; everyone can refer to them as needed.
Daily digest notifications keep the engagement team updated on new uploads or comments, while an “escalate” feature sends real-time alerts for mission-critical deadlines.

Roll-Forward Simplicity

For recurring engagements—like annual audits—Suralink’s roll-forward function saves last year’s request structure and assignments. When the new cycle begins, your client can see what was provided before, drastically reducing guesswork and set-up time.

Secure File Sharing and eSignature

Documents are uploaded directly into a secure portal, eliminating the need for unencrypted email attachments.
A built-in eSignature feature allows firms to send engagement letters, Form 8879, or other documents for electronic signatures. Clients receive an automated prompt and can sign right into the platform.

Dashboard and Visibility

Partners and managers get an at-a-glance view of every active engagement. They can filter by department, office, or individual staff member to see where bottlenecks occur.
A complete audit trail logs every upload, download, comment, and status change, ensuring full transparency.

Efficiency, ROI, and Client Satisfaction

When CPA firms switch to Suralink they see up to 40% time savings in managing document requests alone. Instead of struggling through manual checklists and email clutter, engagement teams focus on higher-value tasks—like analyzing data and advising clients.

Clients also notice a major improvement in service quality. Everything is in one place, and they can easily upload or view what’s needed. Ryan Smith mentioned that some clients have explicitly told their CPA firms, “If you ever leave Suralink, I’ll find another firm that uses it.” That’s a telling endorsement for any technology investment.

Laying the Groundwork for an AI-Driven Future

The future of audit and assurance services will undoubtedly involve artificial intelligence. Suralink is already preparing to add document preview and AI-driven checks—so the platform can verify whether clients have uploaded the correct file or automatically flag mismatched data.

Behind the scenes, an extensive API allows firms to integrate Suralink with other core systems, from CRM platforms that create new engagements automatically to document storage solutions for archiving. This open architecture paves the way for AI tools that handle basic document verification, sampling, and initial quality checks. Think of it as building a modern foundation that supports the next wave of innovation in accounting tech.

Fast Implementation and Transparent Pricing

Beyond the technology itself, Suralink stands out for its rapid onboarding:

Implementation: Firms with hundreds of users have gone live in about a week or two.
Training: Options range from weekly webinar sessions to dedicated Customer Success Managers under the Professional plan.
Pricing: Typically per firm user (around $29 per month under the Standard plan). All clients, engagements, and storage are included, so there’s no added cost per client or per project.

Why Now Is the Time to Innovate

With talent shortages squeezing firms, rising client demands for better digital experiences, and a 30% risk of engagements blowing past budgets, now is the moment to rethink your PBC process. Modern collaboration tools like Suralink eliminate inefficient back-and-forth, keep data secure, and free your team to focus on what really matters—delivering high-quality audit and advisory services.

And this is just the beginning. As AI capabilities expand, the right platform will let you tap into automated reviews, faster document verification, and other efficiencies we’re only starting to imagine. By choosing a solution designed for the future, you’ll protect the investment you make today and position your firm for years of innovation and growth.

To learn more about how Suralink can transform your engagements and improve client collaboration, check out the Earmark Expo. Whether you’re a solo practitioner or part of a top 25 firm, it’s time to break free from the old way of doing things—and close the door on that 30% problem for good.

Cut the Clutter: Achieve Real-Time Financial Insights with Coefficient’s Integrations

Earmark Team · February 7, 2025 ·

If you’ve ever wished you could pull data from multiple accounting, e-commerce, or payment platforms directly into your spreadsheets—no coding required—you’re not alone. In a recent Earmark Expo webinar, Coefficient Co-Founder and CTO, Tommy Tsai, joined hosts Blake Oliver and David Leary to demonstrate how a single tool can connect over 70 systems and automate the workflows that have long plagued accounting professionals.

The Data Fragmentation Dilemma

“We’ve got data in QuickBooks and Xero, data in Stripe, Google App Store, Apple App Store, our CRM, and probably 20 other places I can’t even remember right now.” – David Leary

This quote describes the all-too-familiar reality of data scattered across multiple platforms. Tommy explained that this isn’t a one-off issue: “Everyone has that problem.”

To combat rampant data fragmentation, Coefficient provides direct connections to dozens of platforms—such as QuickBooks, Xero, Stripe, Salesforce, and Shopify—and pulls real-time data into Google Sheets or Excel.

Unlike solutions that rely on Zapier or complex coding, Coefficient’s integrations aim to be user-friendly for accountants and bookkeepers.

Connecting Directly—No More Manual Exports

During the live demo, Tommy showcased how easy it is to import data from QuickBooks into a spreadsheet:

Choose the “Import” button in the Coefficient sidebar.
Select a connected QuickBooks account (or any other supported system).
Preview reports—like Balance Sheets or P&Ls—before importing.
Set custom date ranges and summarize by month, quarter, or year.

In just a few clicks, the spreadsheet updates with real-time data from QuickBooks. The same approach works for raw transactional data, like invoices, including custom fields. Coefficient also supports multi-client workflows: a single user license can link up to 10 different QuickBooks files on the Pro plan, enabling accountants to handle multiple entities without repeated setup.

Pre-Built Dashboards & Automated Refresh

Tommy unveiled pre-built dashboards for QuickBooks data—think cash flow projections, P&L summaries, even combined views for QuickBooks + Shopify or QuickBooks + Stripe. Once created, these dashboards automatically refresh on the schedule you set—hourly, daily, or weekly.

He emphasized the “build once, set to auto-update every hour, and you pretty much have a live dashboard you don’t have to touch ever again” aspect. No more tedious monthly exports or snapshotting spreadsheets by hand. Coefficient can also create a historical snapshot tab on a schedule (e.g., every Monday morning), allowing you to review changes over time.

Slack Alerts & Email Notifications

Beyond simply pulling data into a spreadsheet, Coefficient also offers powerful automations that notify you—and even your clients—when new data or updates appear. Using triggers, you can configure:

Slack Alerts: for newly overdue invoices, newly uncategorized expenses, or any row that meets certain criteria.
Email Alerts: automatically email a copy or summary of a refreshed dashboard to colleagues or clients.

For instance, if a client has overdue invoices, Coefficient can send you a Slack message with the details, along with a link back to the spreadsheet.

Upcoming Feature: Export Data Back to QuickBooks

Although currently live for Salesforce and other systems, exporting data back into QuickBooks is a highly anticipated feature that Tommy says will go live soon. This will allow accountants to correct or categorize large sets of QuickBooks transactions in a spreadsheet—and then sync them back, eliminating tedious one-by-one edits. As Blake put it, this is especially handy for uncategorized transactions or missing classes.

AI in Your Spreadsheet: GPT Copilot

One of the most talked-about features of Coefficient is its built-in GPT Copilot. Tommy explained that you can use ChatGPT’s functionality directly in your spreadsheet formulas—for everything from text transformations to classifying transactions.

Key AI Functions Include:

GPT Classify – Pass a transaction description and a list of valid labels (e.g., expense categories) to automatically categorize expenses.
GPT Formula Builder – Simply type what you want in plain English (e.g., “combine text in cells A2 and B2”) and receive a working formula.
GPT Summarize – Generate narratives or bullet-point analysis of financial data, streamlining basic management reports.

While AI can drastically reduce manual labor, Tommy stressed a “human-in-the-loop” approach: “It’s just as confident when it’s wrong as when it’s right.” In other words, the final review is still up to you, ensuring data integrity and professional judgment remain intact.

Pricing & Special Offers

Coefficient offers both monthly and annual plans on a per-user basis. The Pro plan is $99/month (when paid annually) and includes six data source types plus up to 10 accounts per source. Crucially, your clients do not need a paid license to view or refresh your shared spreadsheets—only the primary user who sets up the automations needs a license.

Special Deal for Accounting Firms:

Get one license free for a year when using Coefficient’s QuickBooks integration.
Email team@coefficient.io to claim this offer.

Coefficient also runs a referral program: refer a client who purchases their own license, and receive 20% of the first year’s subscription in return.

Conclusion: A New Era of Automated Accounting Dashboards

In an industry where spreadsheets remain the go-to analysis tool, Coefficient bridges the gap between multiple data systems and your workbook. From multi-source dashboards to AI-driven classification and Slack alerts, it merges modern automation with the familiarity of Excel or Google Sheets.

Watch the full Earmark Expo to dive deeper into these capabilities, see a live demo of Coefficient, and learn how you can integrate it into your own workflows. To explore Coefficient and claim your free license for QuickBooks integrations, reach out to team@coefficient.io. You’ll soon be wondering how you ever navigated the scattered-data landscape without it.

Tired of the January Scramble? Discover a Proactive Approach to 1099 Compliance

Earmark Team · February 7, 2025 ·

No one brushes their teeth only the day before a dentist appointment and expects a clean bill of health—yet many businesses approach 1099 compliance in exactly this way. Every January, they scramble to collect W-9s, validate tax IDs, and rush out filings before the deadline. This last-minute frenzy creates stress and exposes companies to serious penalties if documentation is missing or incorrect.

In a recent Earmark Expo webinar, Gordon Walsh from Avalara demonstrated how modern automation tools like Avalara 1099 & W-9 can transform 1099 compliance from a reactive, annual challenge into a proactive, year-round process. By embracing real-time TIN matching and automated W-9 collection, businesses can significantly reduce compliance risks while freeing up valuable time during the year’s busiest season.

1099 Compliance Shouldn’t Be an Annual Fire Drill

Federal law requires businesses to collect W-9s before making payments to vendors. Despite this requirement, many firms still rely on manual processes: chasing vendors for handwritten forms, deciphering errors, and hoping everything arrives before January 31st. Without valid taxpayer information, businesses must withhold 24% for backup taxes—a situation that can create significant cash flow issues for vendors and administrative headaches for businesses.

“January’s 1099 season is really just where we feel the pain of all the things that we’ve done year-round that maybe didn’t get done,” explains Gordon Walsh. This reactive approach inevitably leads to costly, last-minute fixes and potential penalties.

The Power of Automated W-9 Collection

Traditional W-9 collection relies heavily on email and PDF exchanges—a system Gordon critiques saying, “There’s no other place in my life and business anywhere where I’m giving handwritten documents to people and expecting to do business with them.”

Modern automation tools solve these challenges through:

Guided electronic forms with built-in validation
Intuitive menus that reduce classification errors
Centralized dashboard for tracking compliance status
Automated classification checks for 1099 requirements
Electronic delivery consent during onboarding

Having a system to collect vendor information ensures the capture of correct legal entity names, preventing downstream mismatches with IRS records.

Real-Time Validation: Preventing Costly Mistakes

Real-time TIN matching serves as the cornerstone of modern compliance systems. Instead of discovering mismatches after filing or receiving notices months later, Avalara’s system validates tax identification numbers during vendor onboarding.

When mismatches occur, vendors can correct issues immediately, preventing:

Notices from the IRS
Mandatory 24% backup withholding
Time-consuming vendor follow-up
Potential penalties and fines

The system returns validation results directly to vendors during the submission process, allowing for immediate corrections. This preventative approach significantly reduces the risk of receiving IRS notices demanding backup withholding or corrections.

Streamlined Year-End Processing

The platform’s dashboard provides clear visibility into compliance status using a stoplight system:

Green: Ready for e-filing and electronic delivery
Yellow: E-filing ready but requires physical mail delivery
Red: Issues requiring immediate attention

For corrections, which are provided at no additional cost, the process has been simplified to a few clicks. Users can edit information directly in the system, with automatic filing of corrected forms to both state and federal authorities.

Integration and Accessibility

The system integrates with major accounting platforms like QuickBooks and includes bulk import capabilities for larger datasets. A global search function enables quick access to historical forms, allowing users to resend documents to recipients within seconds rather than searching through saved PDFs.

Historical data is maintained for five years, and the platform includes:

Secure document-sharing capabilities
State-specific compliance automation
Address verification through USPS
Multiple user access with role-based permissions

Pricing and Implementation

Rather than charging by the number of clients or users, pricing is based on total form volume. This tiered pricing model creates economies of scale—from several dollars per form at lower volumes to cents per form for high-volume users. While physical mailing incurs additional costs, the system encourages electronic delivery through early consent collection, helping businesses reduce expenses and administrative overhead.

The platform’s ease of use has earned it an NPS score of 79, reflecting its intuitive design and comprehensive feature set. With continued development, including a recently tripled development team, the system aims to expand its integration capabilities and streamline data flow between various business systems.

Through this combination of preventative validation, automated collection, and streamlined processing, businesses can transform their 1099 compliance from an annual emergency into a manageable, year-round process.

Watch the full Earmark Expo webinar to see these automation tools in action and learn how to implement a proactive approach to compliance.

Is Your Accounting Firm Drowning in Too Many Software Solutions?

Earmark Team · February 7, 2025 ·

How many browser tabs do you have open just to run your accounting firm? If you’re like most modern practitioners, the answer might be “far too many.” From time tracking to e-signatures, invoicing to document sharing, each separate function tends to live in its own app. This “app fatigue” frustrates staff, drives up costs, and forces everyone to juggle multiple logins and browser tabs.

In a recent Earmark Expo webinar hosted by Blake Oliver, CPA, and David Leary—featuring Michael Salmon from Canopy—this issue of app overload took center stage. The panel discussed how modern practice management solutions are helping firms consolidate key functions, such as document management, task workflows, and client communication, into a single, unified platform. By reducing the need to stitch together a half-dozen stand-alone apps, unified solutions promise to free practitioners from the headache of endless browser tabs—without sacrificing cloud-based systems’ flexibility.

Why Are Firms Drowning in Apps?

Over the last decade, cloud technology has been seen as the solution for any time, anywhere, access to client data. But the “cloud” itself splintered into multiple tools—one for e-signatures, one for time tracking, another for document storage, yet another for proposals, and so on.

“Cloud solutions are definitely more flexible, and they solved a lot of problems for firms,” Oliver explains. “But we lost that all-in-one simplicity that older desktop suites used to provide. Instead, we replaced those solutions with six or seven specialized apps that don’t always talk to each other.” The result is a hodgepodge of siloed systems, each with its own subscription cost and learning curve.

The Comeback of Unified Practice Management

The good news? After years of fragmentation, the pendulum is swinging back toward unified practice management. Modern, cloud-based platforms combine core firm functions—like workflow, document sharing, e-signatures, billing, and even specialized features such as IRS transcript downloads—into a single ecosystem. Rather than forcing staff to bounce between multiple browser tabs, these tools consolidate everything under one login.

Michael Salmon, Senior Solutions Consultant at Canopy, highlights how these new practice management solutions address app fatigue. “There’s a direct integration with your email and calendar, so you never have to leave the system to schedule meetings or attach emails to tasks,” he explains. “Tasks, time tracking, billing, document management, e-signature—they’re all under one roof. That way, you’re not paying for five or six different subscriptions, nor do you have staff re-entering data.”

An Inside Look at Modern Features

While these capabilities highlight how modern platforms unify daily workflows, the next step is understanding what it takes to implement such solutions—and whether the cost and transition effort truly pay off for your firm.

1. Integrated Email & Calendar
Instead of flipping between Outlook or Gmail and your tasks, modern platforms pull your mailbox and calendar into the same screen. You can attach an email thread to a specific client project @-mention colleagues for internal discussions or launch a timer for billable work right from the email. This not only keeps all client communication in one place but also streamlines collaboration when multiple team members touch the same client.

2. Document Management & Client Portals
A single repository for all client documents—complete with clear privacy controls—removes the need for separate internal and external storage systems. “One of the biggest pain points we solved was having to create separate folder structures just to hide files from the client,” says Salmon. “Now you can mark an item as ‘visible’ or ‘private’ and keep everything in one folder. Clients can log into a custom-branded portal, see just the documents you’ve shared, sign them electronically, or upload files using the same portal.”

3. Workflow & Task Automation
Teams can create repeatable templates for engagements like 1040 prep or monthly bookkeeping. Each step in the process—requesting bank statements, reconciling accounts, and final reviews—can be built into a template with clear deadlines and staff assignments. Automated triggers (e.g., “Once the 1065 task is completed, create a 1040 task”) mean fewer manual handoffs and status-check emails. “It’s about letting the system manage the process so you can focus on the client,” Salmon notes.

4. Time Tracking & Billing
Time spent on tasks can be tracked through start-stop timers or recorded after the fact. Integrated billing converts that tracked time into invoices, which can be sent to the same portal for client payment. Because everything is connected, you reduce data entry and gain real-time visibility into WIP, outstanding invoices, and staff performance.

5. Tax Resolution & Specialized Tools
Firms looking to expand into more profitable services—such as tax resolution—can benefit from integrated modules that retrieve IRS transcripts and notices. “You can pull a client’s transcripts without leaving the platform, identify issues, generate forms, and keep everything organized with the rest of your workflow,” says Salmon. This single login for tax controversy work, e-signatures, and billing cuts down on even more overhead.

6. AI-Powered Assistance
Many modern solutions now embed AI to handle repetitive tasks and speed up communications. For example, you can draft email responses to client questions based on context or generate custom live dashboards by simply typing a question (“Show me my top-billed clients this quarter”).

What About Cost and Implementation?

One concern is cost. While an all-in-one platform may carry a monthly subscription per user, many firms find they’re actually saving money by replacing half a dozen (or more) separate systems. “If you’re paying for e-sign, file storage, workflow, and a handful of other apps separately, switching to an all-in-one platform often consolidates spend. Plus, your staff only has to learn one solution,” Salmon says.

Implementation can take a few weeks or months, depending on how many modules a firm adopts and how many years of documents and client data must be migrated. Providers like Canopy typically offer implementation specialists to help firms with data imports, template setup, and staff training. “Nobody wants to feel overwhelmed during adoption,” Salmon admits. “But once your data and clients are in one system, the day-to-day efficiency gains make it worthwhile.”

The Future: Efficiency Without Fragmentation

Unified, cloud-based practice management software restores the simplicity that desktop-era systems once provided—while adding the flexibility, mobility, and real-time collaboration capabilities that modern firms demand. By eliminating the need for countless browser tabs and apps, staff can stay focused on delivering client value rather than wrestling with technology.

“We don’t even call it ‘cloud’ anymore,” Oliver points out. “This is just how firms operate now. The difference is you no longer have to build your own Frankenstein’s monster of apps. You can get back to an all-in-one ecosystem but built for the realities of today’s accounting practice.”

If you’re curious to see exactly how an integrated solution works in real-time—email, tasks, billing, client requests, e-signatures, and more—watch the full Earmark Expo webinar featuring a hands-on demo of Canopy. You’ll see firsthand how unifying key functions can dramatically reduce the friction that comes with managing 50 separate apps.