A bookkeeping and tax firm doing $1.7M in revenue is optimizing its tech stack — and looking for community insight. With 9 staff and a solid foundation in QBO and Lacerte, the goal is to automate more, streamline tax workflows, and strengthen IT hosting.
🔍 Already looking at Karbon, Keeper, and Ignition. ❓ Still deciding on Tax Prep, Tax Workflow, and Hosting tools.
📢 Bookkeepers, CPAs, and tech pros — what would you recommend? Let’s build the perfect stack together.