Power the Digital Firm®

Most accounting firms struggle to effectively leverage emerging technologies to help them automate, scale, and grow. Technology is too complex, they don’t integrate, business processes are inconsistent, and the majority of tasks are repetitive and mundane.

Practice areas often run in silos with duplicate technologies and individualized processes making technology-driven transformation too costly and too time-consuming.

A firm that’s ready to compete for the future is able to Think Digital First, focusing on firm-wide transformation, consistency and the necessary shifts in mindset to take advantage of technology-driven change.

We call this the Digital Firm, and our mission is to Power the Digital Firm.

Traditional Firm Digital Firm
Partner Preference First Digital First
Individual Knowledge Institutional Knowledge
Everyone follows their own process Everyone follows a single process
Vendor systems are outdated Vendor systems are advanced
Desktop Systems Cloud Systems
Fragmented and Disparate ecosystem Consolidated ecosystem
Processes and systems are antiquated Processes and sytems are intelligent (AI)
Tasks are complex and manual Tasks are simplified and automated
Work is repetitive and mundane Work is stimulating and challenging
Difficult to find talent Attract the best and the brightest
Inconsistent client experience World-class client experience
Stagnant, commodity provider (Historian) High quality, differentiated provider (Advisor)