Customer Stories

Tate & Tryon Lands New Clients and Strengthens Ties with

David Bohn, CPA, a partner at top-200 firm Tate & Tryon, shares how is a “quick win” for clients.
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Tell us about your firm.

We work with nonprofits nationwide to provide tax, auditing, and outsourcing services. We fuel our outsourcing value proposition with innovative technology and efficient processes.

How do you use

It’s a critical component of our outsourcing technology stack. We use it with roughly 100 outsourcing clients. is our quick win for new clients. When I show it to a prospective client, they instantly get it. With, they can review and approve bills on the go as they visit their donors and constituents. They know when a vendor has paid and when a check was cashed. In the past, they’d have to contact accounting for that information.

Our peer accounting firms that audit our clients love They get read-only access, can sample selections online, and see a complete audit trail from beginning to end. They can perform their audits remotely.

How does the firm use to build client relationships? helps us land new business and solidifies relationships with clients. For a new client, early-stage relationships are critical. Because is easy to rollout, we can quickly take the pain of accounting off a new client’s shoulders. In-person touches now focus on high-level conversations. Our clients overall appreciate that.

What would your life be like without

I don’t want to think about that. is a beautifully simple tool.

What tips would you give other firms?

There’s an opportunity cost to resisting change. Be bold and jump in. Convert your clients to and take advantage of its certification training program.

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