SaaS Northeast US 10 employees
CPA Practice Management and Tax Software
Practice management, client accounting, and tax workflow software for CPA firms. Document management...
About This Business
Practice management, client accounting, and tax workflow software for CPA firms. Document management and e-signature integrations. 1,200 CPA firm customers.
Key Highlights
1,200 CPA firm customers
Tax workflow automation
Document management
E-signature integrations
Client accounting module
Financial Overview
Reason for Selling
Strategic acquisition — owner seeking growth capital or retirement transition.
Documents Available in Data Room
Financial Statements
Other Documents
Tax Returns
Operational Documents
Marketing Materials
Asking Price
$1.9M
Company name and seller contact revealed after purchase. One-time fee.