° ° ° Our Financial Apps, Partners & Resources ° ° °
Practice Protect
More Trust. Less Risk. Superior cyber security for the modern accounting firm. Control access to client data, manage risk, and stay compliant with an all-in-one platform.
Practice Ignition
We partner with Practice Ignition to automate our proposal, acceptance and billing; and to help make the onboarding and billing process as seamless as possible!
Karbon
Karbon is a collaborative platform that allows us to communicate effectively and efficiently with our clients with emailed checklists, a secure client portal & automatic reminders.
Tax Planner Pro
Tax Planner Pro is a number one small business tax app that offers a simple interface, easy to understand guides, and analysis of your current financial position.
ProConnect
Intuit ProConnect Tax Software taps into the strength and security of Intuit with professional tax software, practice management and workflow solutions for a best-in-class virtual office.
QuickBooks Time
QuickBooks Time (formerly TSheets) is time tracking software that simplifies your business. Connect to your favorite accounting or payroll software to automatically sync accurate employee time tracking data for payroll and invoicing.
Fathom
Track business performance at a glance. Comprehensive financial intelligence, performance reporting, dashboards and consolidations.
Futrli
Futrli platform’s financial prediction software does the work of a team of analysts every day, so you can make the best decisions with no effort.
Float
Float Cash Flow Projection is cash flow forecasting software that gives you the answers you need with cash flow insights that combine your bills, invoices, and actuals with the budgets you set.
Bill.com
The intelligent way to create and pay bills, send invoices, and get paid. Built to integrate and share financial data with your accounting system.
Dext
We are a Dext Partner. For more than a decade, Dext has empowered accountants and bookkeepers with the smart and forward-thinking solutions needed to make businesses better.
— Payroll Services we Partner with —
ADP Payroll Services
Fast, easy and affordable small business payroll. Trusted by over 500,000 small businesses. Rather than manually inputting an employee’s worked hours, pay rates, tax rates and deductions into a spreadsheet, the ADP software performs each step quickly and automatically.
Gusto Payroll
A successful business starts with a successful team. Build an incredible workplace and grow your business with Gusto’s all-in-one platform. Full-service payroll – Run payroll in minutes, whenever you want, with expert compliance help.
Quickbooks Payroll Online
Easily pay your team and access powerful tools, employee benefits, and supportive experts with the #1 online payroll service provider.
Payroll Solutions Inc.
The PSI Team, of Lexington KY, is dedicated to the concept that we are an extension of your operations team. By that dedication, it is our main mission to provide you and your employees the finest payroll support available anywhere at the lowest possible cost to you.