Legally-binding E-Signature Solution  |   Discover E-Sign!

Your success is our business.

Our mission is to make your professional life easier.

We understand the workflow challenges our customers trust us to help them solve. We have worked in professional practice at the Big 4, advised top firms, worked in industry, started our own businesses, worked with the Fortune 500s, and even sold a successful development agency.

Leadership Team

Headshot Dave Mundy President & Founder
Dave Mundy
Headshot of Mike McKinnon, Vice President & Co-Founder
Mike McKinnon
Headshot of Grant Wilson, Vice President & Co-Founder
Grant Wilson

Like your firm...

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We love CPAs

Our industry-specific software solutions were purpose-built for your firm.

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We are passionate about exceeding our clients' expectations

You get our full support so your client can have yours.

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We are trusted advisors

Over the past 5 years we have had 99% customer retention and every customer is a reference.

Our Philosophy

When professionals streamline and automate their workflow, they have more capacity to provide more proactive advice for more clients, and complete higher level deliverables.

We do the right thing for our customers.

We listen to our customers, build the products they need to securely and intuitively collaborate with their clients, and deliver solutions to help ensure their success.

We are in control of our own destiny.

Like your firm, we are 100% employee owned. As a profitable company, not limited by raising our next round of funding, we are focused and committed to building deep, long-term relationships with you, our customers.

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Our Values

We value integrity and professionalism, speed, candor and putting customers first.

Our values dictate how we think, behave, and make decisions.


We lead by example and recognize our conduct sets the standard for others. Integrity is the foundation on which all other core values rest.

Customers First

Customers are the center of our universe. We make ourselves available to them the same way we make ourselves available to family.


We throttle speed, as required. We slow down when we need to be thoughtful. We speed up when we need to hustle. We always act with a sense of urgency. We don’t let quality suffer at the expense of speed.


We are honest, open, and direct. We value reflection and admit when we are wrong. We lean toward over communicating, rather than under communicating.

We're hiring!

Thinking about taking the next step in your career? Reach out, we would love to explore what that means for you.