Accounting professionals have a lot on their plates—even during slower times of the year. But having to store, manage, and stay up-to-date on all your clients’ credentials for accessing important financial data shouldn’t be a burden to bear. Accountants should be spending their time creating value and helping to grow the business...not going back-and-forth with each of their clients on tedious user login info!

Prepare yourself for an understatement: Accounting isn’t what it used to be. 

Yes, the dramatic life shifts we’ve all experienced have thrown accounting firms into unknown territory this year, but the industry was already on its way toward a new order. Technology was on the rise even before the overnight shift to remote work.

With all that’s gone on—with all that’s still going on—most accounting professionals are busier than ever. On one hand, your business clients need financial clarity and trusted advice more than ever, representing unprecedented growth opportunities with new client acquisition and increased advisory revenue.