taxdome and juno founders launch integrated end-to-end tax workflow.
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by 卡塔尔世界杯常规比赛时间 research
in the increasingly crowded and fast-evolving world of practice management software, two upstarts tell 卡塔尔世界杯常规比赛时间’ rick telberg they’ve found a way to change the game.
more in tech | how taxdome and juno just changed the tax tech game | aiwyn enters race for the all-in-one practice management platform | is practice management having its moment?
“clients demand a unified experience — they don’t want multiple portals and logins,” says ilya radzinsky, taxdome’s co-founder, in an interview for 卡塔尔世界杯常规比赛时间. “at the same time, firms need complete tax workflows that actually work end to end. this launch delivers both: one seamless client experience paired with ai-powered tax preparation that removes manual data entry and increases firm productivity.”
for david haase, juno’s founder, the announcement represents the culmination of a personal mission. a cpa who has owned his own firm since 2015, haase says the software grew out of his frustration with what he described as a stagnant technology landscape. “i spent years wishing for one login that takes you from collecting client documents all the way to completing a return,” he says. “with taxdome, that dream setup isn’t just possible — it’s here.”
the collaboration arrives at a pivotal moment for the profession, when artificial intelligence, labor shortages and intensifying client demands are pushing firms to do more with less. taxdome, which launched in 2017, has carved out a reputation as a cost-effective, cloud-native hub for small practices. its new integration with juno aims to do more than just organize work — it promises to automate it.
juno’s engine parses and processes information from w-2s, 1099s, k-1s, and even unstructured data like client organizers. it can flag anomalies, identify overlooked credits and compare year-over-year changes, all while cutting review time. “firms don’t want ai as a buzzword,” haase says. “they want ai that pulls data, flags issues and reduces review time.”
in the conversation, radzinsky and haase describe a painstaking development process. the companies spent months conducting legal, technical and security reviews and brought their teams together on the conference circuit to align their visions. “this wasn’t a quick handshake — it’s been a long courtship,” radzinsky says. “we believe in this partnership and what it can do for firms.”
for radzinsky, the mission goes beyond efficiency. “this is the foundation for scaling firms without scaling burnout,” he says. haase is more straightforward. “it might take you a little more time to work with a cpa than turbotax,” he says. “but the reason clients come to us is because we see things they don’t, we protect them if there’s a problem, and we give them strategies a machine can’t. our goal is to free up humans to do more human work.”
takeaways
- use unified platforms to reduce friction.
- leverage ai to streamline intake, and for preparation and review, not just automation.
- ssingle sign-on integrations improve staff productivity.
- measure success by margins, not just time saved.
- prepare for continuous tech evaluation.
- shift staff toward higher-value work.
- embrace change to thrive in the ai “golden age.”
ilya radzinsky is the co-founder and chief product officer of taxdome, a new york-based company he launched with his brother victor in 2017. what began as a custom-built internal tool for a tax practice has blossomed into a comprehensive practice management platform used by over 10,000 firms and more than 30,000 professionals in over 25 countries. taxdome integrates client intake, workflow management, secure document storage, e-signatures, billing and payments, and automated notifications into a single platform—all while maintaining a client-focused interface and streamlined usability. radzinsky’s career began in finance, where he served as a portfolio manager at exis capital before moving into technology roles, most notably as head of software development at practice dev. there, he refined the vision for what would become taxdome through building practice-management software for his firm. he holds a bachelor of science in finance from binghamton university and has earned the chartered financial analyst designation. recognized as a top “20 under 40” influencer in 2024 by cpa practice advisor, radzinsky is well-regarded for his commitment to building software that accountants and their clients enjoy using.
david haase is the founder and chief executive officer of juno, an ai-powered tax preparation and review platform. haase launched juno after founding and operating his own bay area accounting practice since 2015. he built juno to eliminate manual work and double productivity while preserving human judgment in the review process. prior to founding the firm, haase served in senior executive roles in digital retail media, most notably as chief revenue officer at triad retail media and as a front-line leader at citrusad (later part of epsilon retail media), where he played a pivotal role in scaling the business and monetizing e-commerce platforms. haase also completed executive education at stanford university graduate school of business and remains active in industry events and forums on tax-tech innovation.
transcript
(auto-generated. refer to the recording for the definitive account.)
卡塔尔世界杯常规比赛时间 research
dave, question for you, how did you guys get together? what’s the story?
dave haase
yeah, i mean, look, we know about taxdome, and i have a lot of admiration for their product. my firm is switching over to taxdome this year. i’ve owned a firm since 2015 and i’m a cpa, and frankly, like, never really wanted to be on the software side of this thing, but built it because nobody else was solving the problems that i really wanted to have solved. yeah. i mean, i knew of them. and, like, one thing i respect about taxdome historically, right, has been they’re trying to build a great end to end product, and i think, historically, that’s meant that they’ve done a lot of it themselves. but i really think, like my vision and theirs really aligned when we first started talking with their executive team around one having, like, a really high bar for streamlining workflows like their team, i think, more than pretty much anybody else, i think in the industry right now is doing a great job of really simplifying, like workflow management, and we can start to bring some of the work into the practice management suite, if that makes sense. and what we work on is really complimentary, like, i don’t want to build another practice management software, or another portal. i think the practice management software itself should effectively be the crm and where you manage, like, you know, tasks, but where you do the work is really what i see our suite being. so i’m preparing a return, i’m reviewing a return, or i’m doing advisory services like that. i think they couple together, really, really well. and the thing i love, like, it’s funny, because ilya in particular, like, they’re just really adamant about what that customer experience should look like, all the way down to, like, using a single sign on right for the two products. and i have a lot of admiration for doing that, because historically, we’ve had all these different saas products that don’t talk to one another, and so you really do need to build, like, a very deep integration in order to make it dead simple for users to be able to use the product. so anyways, we came across them because we knew of them, had a lot of admiration for their practice management software and then really aligned on the vision that we had for the industry.
卡塔尔世界杯常规比赛时间 research
how long have you been talking. who introduced you?
dave haase
months, months and months? yeah, no, we just knew common people in the industry. i think our, like, our head of ai, actually reached out to them originally, and i think got a hold of peter, who’s their cro and then kind of went from there we, you know, frankly, a lot of us, i want more software companies to work together in this industry. like, i actually think that’s a that’s a really important thing for accounting firms. and so, you know, i think initially we reached out, but their team is really great. and they, you know, frankly, their team is also really well networked. it’s a small industry at the end of the day, right? so it’s like, you bump into all the same people, and so we came across them and, like, we were all sorted all the same events and things like that. so i don’t know who met whom originally, but i think we reached out about partnering probably, like four or five months ago
卡塔尔世界杯常规比赛时间 research
ilya, is this an exclusive relationship? are you going to do deals like this with others?
ilya radzinsky
no. we’ve, we’re extremely conscious of who we partner with, and we don’t, you know, we don’t treat it kind of like a marketplace where anybody can just go and, you know, sign up and you know, you don’t even talk to anybody. we we believe that if we are introducing our client, our clients to a partner, we are sharing, you know, sending information from one system to another, it has to really be beneficial to our end clients. and like dave said, it has to be a really great user experience that that they really saves them time and brings a lot of value. so we’ve been really focused on making this experience to be awesome, right? and i mean this genuinely in the sense of, we, that’s why we’ve spent so much time, kind of, you know, sussing each other out. and really, you know, we’ve, we’ve, we’ve done a whole road show this year. juno has been at all of our events. so we’ve met, you know, we’ve been, this has been kind of a long courtship process, which i think is very important. and, you know, legal review, technology review, security review, or anything you can think of to ensure that all the bases are covered. we’ve really been, you know, we’ve really been doing, and we very much believe in this partnership together, and super, super excited for it.
卡塔尔世界杯常规比赛时间 research
dave, are there plans to open juno’s engine for integration with other platforms or tax software suites? not
dave haase
at this time. i mean, certainly with tax software, we already integrate with proconnect and ultratax and lacerte, and what am i missing? drake. and access is the next one that we’re that we’re actually integrating with in the next few weeks. but on the practice management side, no, i don’t, i don’t think we will probably partner with anybody else. you know, the depth of integration that’s needed here is, i think, going to be beyond. it really is, like, custom development in order to be able to, like, seamlessly pass things across. and like, single sign on, sign on is a great example of this, where that’s like, not as simple as just connecting via an api. you really have to be able to pass credentials back and forth and things like that. and so there’s just more to it. so i think with the depth of integration, it’s not realistic to be able to do that with multiple partners. and for us, like to be honest, i feel like we’re tying our ship to the right boat here, or whatever you want to, whatever analogy you want to use in terms of the growth that taxdome is showing. and just like where their product is today. i think they’ve got the best product in the industry, so we’re excited to partner with them, and not as worried about anybody else.
ilya radzinsky
and from our end, in the sense of we’ve had, you know, i think it’s really like we’ve had great experiences booking, speaking to both of them, speaking to them both, on business, on engineering, on product vision, on, you know, alignment of where we see, kind of where we see the world is going, and how we can help each other to do that. so, you know, we’re very, very excited about the partnership and what we can do together.
卡塔尔世界杯常规比赛时间 research
ilya, let me ask you the first question any accountant is going to ask, pricing. how is this feature being priced? or is it an upgrade? how big of an upgrade is it for an accountant and how many firms? how many customers do you expect to upgrade this year for 2026 season?
ilya radzinsky
it’s a great question. i’ll let dave handle from the from that part.
dave haase
the pricing starts at $30 a return for preparation and review, and our pricing is on our website. unlike literally, every single other person in the industry, we are publishing our pricing, and which, by the way, i think, is a really important, like, best practice that our industry does not follow. and also, there’s a free trial of our product. you can use it end to end without having to pay so you don’t have to, like, go watch a demo and believe what i’m, you know, telling them, which i also think is an important best practice that will carry over from other saas products. but that being said, the pricing starts at like, $30 per tax return, and so it’s priced on a per tax return basis, and that includes, like, all of our products in our suite, both preparation and review and advisor, which is effectively, you know, kind of co pilot application. so that product will, you know, alone would basically take out, like a sure prep or a grunt works in combination with a planning tool that is usually an additional charge, in combination with a research tool, which is usually an additional charge, right? so there’s actually quite a bit of value associated with that.
卡塔尔世界杯常规比赛时间 research
let’s talk about ai. what kind of review capabilities are built in? can the system find unusual tax issues or irs triggers? is that part of what brought you here?
dave haase
great question, very important question, yeah. i mean, we can look at trends year over year to highlight potential issues. that’s kind of part of what a reviewer does when a human reviews a return, right? is compare the year like prior year, because most of the time, like, you know, very few things change. in addition, yes, we we train our models on on the most recent tax law and tax law changes, and we’ll look for credits that should be available based on the individual. we also will look at the source documents. i mean, we can go through even unstructured source documents, like the organizer, and we can look for answers that a client gave, and we can compare them to what changed on the 1040 so it’s a level of review that no one’s achieved in the industry, to be honest with you, and part of that is for the very first time, when you understand the source documents with really high accuracy, and you have these foundational models that are fantastic at understanding language and being able to identify a trigger, like someone says they got married, and then i should see the filing status change right? the foundational models now are good enough to understand even very unstructured data and compare that to a 1040 and what we’ve done in terms of approach, is we don’t automate the data entry on the unstructured data. so our data entry is coming off those key forms, like a 1099 or a 1098 or w2 or a k1, and then we’ll do data entry for that because we have extremely high confidence right in the information coming off of that. and we also review all of the data entry. when we get back to review, we double check that it got through to the final 1040 but what’s really interesting there is you can actually even use the unstructured data. so we can take an organizer, or someday, even potentially an email that they sent throughout the year, and we can compare that to what’s on the 1040 and we can look through, like incredible amounts of data that no human is going to be able to go through in a short period of time and compare that to what’s on the final tax return. so if they said something during the year, like they paid estimated taxes, and they did that in a way that’s not stored in their client file when i’m preparing their return, that’s obvious to me, i can go back and look for potential errors that humans would miss. and so that’s like, the real beauty of review with ai is you can start to build hundreds of agents that are basically specifically trained for one task, like looking at carryover losses, and if they got presented correctly on the next year’s tax return, and they will do it with, you know, really predictable results, and a human is just never as good at taking, like, the hundreds and hundreds of tasks associated with a review of a tax return, and being able to comprehensively review that in a way that that’s, you know, thorough and doesn’t cost a fortune for the client. so that’s the real benefit. there’s like, it will be a game changer on the review front.
卡塔尔世界杯常规比赛时间 research
ilya, are you sticking with taxes, or do you plan to integrate advisory, bookkeeping, and other workflows?
ilya radzinsky
despite the name of taxdome, we are not actually a tax we’re not just for tax firms. so what we, you know, we serve full service accounting firms, which offer, you know, all the, all the services you listed, tax, bookkeeping, accounting advisory. we handle everything, right? so we have, we already do all those things from a business perspective. over time, we are going to add more and more specific business process workflows and things that make it, you know, more efficient. so for example, specifically on the tax side, we have the irs transcript integration so and, you know, helps a resolution and things like that. so you can automatically download transcripts from your clients directly through taxdome. at the same time, we’re building out, for example, for tax specifically, integrations with juno to make that process as seamless as possible. on the bookkeeping side, we’re in the process. we actually just today rolled out to beta our bookkeeping hub. so what that’s going to do is it’s going to specifically, it’s going to allow you to connect your clients, gl into taxdome. so when you open a client account and it’s a business, you can see all the transactions that they have, and then you can ask questions directly about those transactions from your client in the same portal. so the reason we’re doing that is because we believe that the client should always have one experience, right? it’s that’s the most important thing. it’s a unified client experience for everything, and that you’re not sending your clients to one portal for your tax, another for your bookkeeping, another for this, another for that. that’s how we think about it, is that everything that the client does within the context of an accounting firm should always be in one place and at the same time, we try to think of the smartest and most efficient ways for a firm to operate within all of those different workflows. so we’re going to continue to expand on that and add even more, i would say, vertical specific features and processes that make those even more efficient. specifically with regards to bookkeeping and payroll and tax, all we’re going to be covering all of them, not in doing the actual tax or bookkeeping work, but in making the process become even more efficient. and at times going deeper, at times going more surface. just depends on the process.
卡塔尔世界杯常规比赛时间 research
ilya, am i hearing that you’re going for more of the customer dollar for growth.
ilya radzinsky
the way we think about it is we always want to be a no-brainer for the client. so, for example, our bookkeeping hub that i just mentioned, there is no cost associated with that. so there are entire products whose business model charges you $10 a month per business client just for those features i’m describing. so if you’re an accounting firm and you’ve got, you know, let’s say five bookkeepers, you can probably handle somewhere between 120 and 150 clients for those five bookkeepers, you’d be paying, you know, between $10, $15 and $100 a month, just for this feature in taxdome, we include it for free. and, you know, our goal is to be a no-brainer. does that mean everything is always going to be included? no, some things are going to have a cost. some things won’t . but we always want it to be a complete no-brainer with regards to the business decision that the firm is making. and we believe that we should always be the centralized hub for everything you have to do with your clients. so any process that you want your client to complete, we believe you should be able to do that within the context of taxdome, and anything that your firm has to do to collaborate with each other to really get the work done, you should also be able to do within the context of tax.
卡塔尔世界杯常规比赛时间 research
ilya, you already have 10,000 firms. how many more are there to get?
ilya radzinsky
a lot. i mean, there’s, depends on the numbers you look at. but within america, there’s somewhere around between 7.1 million accountants, depending on what data you’re looking at. how many of those are within our icp? i think we have tremendous, tremendous runway to go forward. and i think the you know, the the industry, the customers, are speaking for themselves, right? i mean, we’ve had, we’ve been around since 20 since we started in 2017 but launched in 2019 we’ve had, you know, very good traction from the beginning. and like i said to you when we first joined, is the reason we’ve been able to do that is because we’ve always had the same vision, right? a lot of times, companies start out and then they pivot, they talk to customers, then they change. we’ve had the exact same vision pretty much from day one, and we continue to have that vision. and obviously the goal posts change, right? so customer expectations today are different than they were a couple years ago, and they’re going to continue to evolve. ai is here today, you know all these, you know we’re talking about agents and things that didn’t exist a couple years ago, and now, you know they’re, they’re critical, and that’s part, part of why we, you know, we’re so excited about this part. about this partnership with juno, is we believe that they’re, they’re really solving a, you know, a key, a key business goal that our clients are starting to have, and are, i think, is going to be, you know, is going to be the base case within a number of years. and it’s just the expectation versus kind of a new industry that has appeared. so you know, we believe there’s tremendous, kind of tremendous runway so long as we continue to deliver value to our clients, and we believe we will always do that.
卡塔尔世界杯常规比赛时间 research
dave, how much time can people save by using juno, as opposed with considering its review and summarization tools. it’s, it’s ai engine. what are the metrics for, for for time savings or efficiency or productivity?
dave haase
yeah. i mean, i use my own firm as a measuring stick for that, where the sandbox right to roll this thing out, and the number i give people is first and foremost, like we’re running 55% net margins, which would be like, way off the charts in terms of the average net margin of a small accounting firm. it’s really difficult to generalize on time saved, just given that these accounting firms, even though we do very similar work, are so different depending on the complexity of their average client, right? if you’re doing $500 returns on average versus $2,000 returns, like they’re just really, really different. so whenever someone throws a number in front of me that’s generalized, i’m always like, okay, that that means nothing for me, but, but that that margin number is real. we don’t offshore for my firm as well, and we don’t have anybody that makes under six figures that’s working on tax. so it’s not like we’re saving money by paying people less or hiring less experienced people. we’re actually quite an experienced staff and still able to run that type of margin. what we’ve seen from a productivity perspective with my firm is a doubling of productivity. we spend half as much time on the return as we did last year, and that’s like just in one year, and the product continues to press forward like we didn’t have review this year before april 15, so that was really just on the prep side, and we were still saving half of the total time on the return. so now with review, i think we’ll save even more than that. i mean, i think it would be very feasible to see, like, you know, somewhere between half and two thirds reduction in time per return across an average firm, which is a huge amount of time, right? i see your eyes go up on that one. that is a it’s a major difference for tax firms. it really, you know, one of my staff members said we were checking in, like, hey, what are your real feelings on this? right? like, it was with one of my team members. he was like, dave, is not here. you can be honest with me. and she just said, yeah, i’m never going back. like, i don’t, i don’t want to do this job anymore without this because we also do the worst part of the return, right? we’re doing like we’re checking data that you don’t want to go to page 87 to check. and we’re entering data off a, you know, k1 box, 23 goes into this form in my tax software, to be honest. like humans shouldn’t have to spend their whole life doing that. it’s very formulaic, and if you can do it with high predictability, then that person can be spending their time doing advisory services and working with their clients, like people work with cpa is because they want a human in the loop. for a long time, they’ve been able to prepare their own taxes and turbo tax depending on their complexity. and so i always tell people, it’s like, actually, it might take you a little more time to deal with me, but i’m a professional, and i see different things play out, and i have your back if we end up having an issue with the irs, and that’s a huge part of the reason why they continue to use cpa is, or other accountants, right? is the assurance of having a human in that process, and for a long time, actually, in the future, not to get too far down this path. but like, humans are really good at gathering context from other humans. like, i don’t think people are going to want to have an ai conversation with a virtual accountant in the near future, because it’s just not engaging to talk to a robot effectively, right? and so there’s going to be a human in this process for a really long time. what i’m hoping we can do is open up humans to work on more human things like actually working with our clients, creating great strategies for them and being there for them when they’ve got questions, which is something that’s hard to do right now, because you’re drowning in the busy work of just the data entry.
ilya radzinsky
i guess the one i think everything dave said, i think they just two giant thumbs up. i mean, in the sense i can’t, couldn’t agree more. i actually think, i think we’re about to enter the kind of with the golden age of professional services. and i really think that every you know, this is, it’s a reading, we have an annual letter that comes out every year. and pretty much, it’s ironic, because what dave, dave and i have not talked about this, but he this is very much the the theme of the intro of the letter, of what dave was talking about in the sense of why i think accountants will be around, why i think they’re going to be so much more efficient. i think margins are going to go up tremendously. and i think accountants all see that they’re leaving money on the table if they’re not using modern technology in order to power their practices. and that it’s not, you know, there’s a it’s kind of trite at this point, but you’re not going to be replaced by ai. you’re gonna be replaced by people that use ai. and when i say replace that, you can still have your business, but you’re just gonna have a much less efficient business. you’re gonna have a much lower margin business. you’re gonna have, you know, you’re gonna be turnaround returns faster. you know, the less process, less work. so i think that that’s really the key here, is that it’s really enabling the humans to be much more efficient and much more effective at their jobs that they want to be doing.
卡塔尔世界杯常规比赛时间 research
dave, is this the golden age?
dave haase
i think it is – for people that are willing to do something new. and that’s not an easy thing, and we’ve developed a lot of skepticism, because, frankly, for a long time, our software hasn’t worked very hard for us as accountants, right? and ilya came in when that was starting to shift, and you started to see like good software, and not just tax dollars, good software across the industry now, in many places, not all of them, yet, but in many places. and that was not true. i bought my first firm in 2015 and it was a joke, like our tech stack was absolutely atrocious, and i was using at that time, like, otp. and i don’t remember the old school people that remember that tool, like it taxdome versus otp is like, i don’t even know it’s like comparing a human in a martian or something. it’s just they’re different worlds apart. and i think there’s, there’s there’s appropriate skepticism around, like, can technology really help me? because for many years it you’d buy something and it would cost a lot of money, and it wouldn’t help you. i think that’s that’s really not true. and i’m the road show with taxdome. i’m also on, like, the ada roadshow with jason stats and carbon and all those guys. and i just see a lot of optimism from people about the technology providers in this space, and it’s really refreshing for me. and in terms of the golden age like my firm, i think is proof that you’re going to be able to run a more profitable firm, you’re going to be able to pay your people. well, i had no one that worked overtime this year, and, yeah, i can do a lot with a small number of people, for sure, that’s going to be part of the the math here, but we have a huge shortage of people like i built this company because i couldn’t find the people to do the work. i was more than happy to use my folks in san francisco when i could make that work with my clients. when covid hit, they all left, because making $100,000 in the bay area is like, not really a recipe for a great life, and then when we tried to come back in after covid and come back into the office, i couldn’t put it back together the way it was before. and that’s what really led me to starting this is i was like, i’m tired of trying to find someone who knows how to do taxes that makes enough that i don’t have to double my prices. and so many people across the industry are dealing with that. so i think it will be a golden age. golden age for people that are willing to embrace change. change is hard, right? and so it will certainly require new skills that those people have to develop. and like one quick example, and i’ll be quiet after this is looking at evaluating and adopting new technology will be a bigger part of what firm owners have to spend their time on, and that has not historically been the case. we use the same software for preparing taxes for 10 or 15 years, right? nobody ever switches in the future, you’re going to have to be looking at and evaluating and adopting software, even if you don’t switch vendors more regularly with more of your time, because that software is going to be playing a more critical role on your staff. and i think that’s something that people need to really understand and get their head around. because as a firm owner, like, i’m not really, you know, i do a demo with with a textdome, i decide to go buy it, and then i kind of like, leave it to my staff to figure out how to make it work. it’s probably not going to fly in the future, as you start to have, you know software play more and more critical roles on your staff.
卡塔尔世界杯常规比赛时间 research
thank you. dave and ilya, what’s the big takeaway for accountants you want to get across today?
ilya radzinsky
i would say that really think about the customer experience and the firm experience, as i would say, two separate qualifiers and your team, you can train to do whatever it is you need them to do, right? so if you want your team to use five softwares, they’ll use five softwares, because your team is, you don’t have 1000 people on your team. you know, most accounting firms tend to be in the, you know, the smb side, so it’s a manageable amount of people that you can, you know, get them to use certain software or certain stack of software, but the more, the bigger your tech stack is. odds are there’s a bigger tax on your clients, and you want your client experience to be as unified as possible. and that’s really what taxdome is trying to do, in focus everything around the customer experience and giving them one place to do everything within your firm at the same time. we believe that, you know, a firm is also much more efficient by having all of their operations in one place so your team can collaborate in the same place as you manage your workflow as the same place as you have your document storage and so forth and so forth. and i think that firms oftentimes do not value or do not understand the importance of the unified experience as much as they should, because they live in the firm experience, so they don’t see what the customer sees. but once you talk to your clients and you can see that they don’t want to log in anywhere, much less three places, that if you give them one place to go and one place for all your questions, odds are that they complete what you need them to do, right? because the customer experience is reactionary. customer does what a firm prompts them to do. it’s not they’re not sitting there browsing, you know, instagram, on your on your portal or your your site. they’re going there because you’ve asked them to do something you want to make that as seamless as possible, and then the customer, the overall customer experience, would be better. so that’s really what we focus on. but at the same time, because we do have the firm experience there, we want that to be as efficient as possible, and we’re super excited about this partnership with juno of making the actual work more efficient, making actual work faster so that the firm can be more profitable and more efficient.
dave haase
yeah, that’s the big takeaway. we’re gonna basically allow you to integrate your workflows more tightly with your practice management than ever before, and it’s gonna save you time, and it’s gonna make your job better.