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OPTIMIZE, DIGITIZE,
AUTOMATE

“80% of results are the product of 20% of the efforts. »

-Pareto principle

OPTIMIZE YOUR BUSINESS

The question is not if it is possible, but rather how it can be done...We will provide the answer!

Technology is our passion, using it to help you do more with less is our mission.

SPECIALTIES

INDUSTRIES

Accounting - Law - Agencies - Small businesses

TECHNOLOGIES

Integration (API) - Robotisation (RPA) - Artificial intelligence (AI) - Custom tools

APPLICATIONS

MSFT365 - G-suite - ClickUp - TaxPrep/Ifirm  - Juris Évolution - Para-maître - Others

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HOW CAN WE HELP YOU?

By undertaking your project, designing a personalized solution or as an advisor

001

UNDERTAKING

When you need someone to undertake an innovation project  on your behalf

  • Software configuration

  • Data migration

  • Procedure design

  • Training and support

002

DEVELOPMENT

When you need a custom solution, tailored to your specific needs

  • Software integration

  • Workflow automation

  • Artificial Intelligence (AI)

  • API development

003

ADVISORY SERVICES

When you need an ally for your business optimization endeavour

  • Operations audit

  • Process optimization

  • Tool recommendation

  • Technology strategy

STANDARD PROJECTS
  • CCH Ifirm implementation : TaxPrep - CCH Portal  - Electronic signature - CCH Scan 

  • API Automation / Integration  : CCH Ifirm - QuickBooks - MSFT365 - ClickUp

  • Specialized tools: T1 Form - Import files  - Client onboarding - Robots (RPAs)

  • Workflow optimization​ : T1 - IFIRM/TaxPrep workflows - Digitization (zero paper)

  • Document automations : Engagement letters - Forms - Invoices - Emails

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FUNCTIONING

EXPLORATORY MEETING

Let's get to know each other. Let’s talk about your business, your tools and your irritants. Normally, a meeting is enough to assess your main needs to identify a first project to explore.

SOLUTION PROPOSAL

Following the meeting, we will consider different options, tools and processes, develop a solution proposal and provide you with a quote.

IMPLEMENTATION OF THE SOLUTION

If the solution suits you we will proceed with the development and/or support you in the implementation of the solution with advice or by undertaking it.

CONTACT FORM

Please complete the form below.

Thank you!

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