Client Stories
Success and lessons learned along the journey
empowering 100,000+ users around the world.
APX + OfficeTools: The Most Efficient Way to Handle Billing and Run Your Office
About Slater & Rutherford A full-service accounting firm with approximately 20 employees, both in-office and remote, serving for-profit and not-for-profit businesses in Prescott, Arizona since 2008. Business Challenges As work is increasingly going remote and companies are ditching paper in favor of automation, many accounting firms are seeking better ways to manage key office processes like billing. For Slater & Rutherford CPAs, a full-service accounting firm with approximately 20 employees, both in-office and remote, serving for-profit and not-for-profit businesses in Prescott, Arizona, since 2008, the answer to better billing and office management came from using Abacus Payment Exchange (APX) from...
APX + OfficeTools from AbacusNext: The Ultimate Efficiency Builder
About Forsyth Holtzman & Associates A CPA firm in Kennesaw, Georgia, that employs 11 CPAs. The firm offers its roughly 1,500 clients a wide range of services, including accounting, bookkeeping, payroll tax services and audit services. The Business Challenge In an industry as busy as accounting and financial services, efficiency is everything. Kristina Khano, director of operations at Forsyth Holtzman & Associates, a CPA firm in Kennesaw, Georgia, that employs 11 CPAs, knows that as well as anyone. The firm offers its roughly 1,500 clients a wide range of services, including accounting, bookkeeping, payroll tax services and audit services. “Basically,...
Discovering the Time-Savings of Automated Payments with OfficeTools + APX
About Bonin Kaster Souder Bonin Kaster Souder is a CPA firm in Eugene, Oregon. The firm was founded a decade ago, and today offers customized tax and accounting services for a wide range of clients, including payroll and bookkeeping services for business clients, with a primary focus on tax return preparation and planning. Business Challenges As any busy accounting professional knows all too well, billing, invoicing and processing payments, not to mention chasing down late payments, can take a significant amount of time – precious time that today’s CPAs just don’t have to spare. Jessica Bonin, founder, partner and CPA...
CPA Firm Triumphs During Pandemic with Practice Management Technology
Company Background: Committed to Technology “The goal was to grow the firm.” That’s what Michael Rosedale remembers about CPA Tax Partners’ role as an early technology adopter. Noted for being a forward-thinking practice with decades of expertise, the firm long ago committed to leveraging technology to offer highly efficient and personalized service. Yet their innovation wound up paying unexpected dividends when the COVID-19 pandemic hit – and CPA Tax Partners thrived while other firms floundered. Business Challenges: Firm Growth Leads to Software Hunt Back in the 1980’s, CPA Tax Partners ran their firm like most accounting practices – manually. When...
Attorney Robert Noone Selects Abacus Private Cloud for Anywhere Office Solution
Adoption attorney Robert Noone has represented abused and/or neglected children for almost 30 years. He leverages his legal experience and compassion to assist foster parents, grandparents, stepparents and single parents in private and DHHR-subsidized adoptions. The Challenge: Demands of a roving private practice necessitate a virtual and automated office Practicing in both Alabama and West Virginia, Noone is frequently on the road. It’s not uncommon for him to have 19 hearings in one day. That translates to a hefty caseload and a lot of paperwork, but Noone can manage it all thanks to Abacus Private Cloud (APC). Specifically, Noone appreciates...
Non-Profit Legal Organization Embraces Mobility, Security, and Flexibility Within Their Own Private Cloud
ICWC’s reliance on internal systems for their main and backup servers made them vulnerable. The cost of replacing their current hardware and software, much of which was no longer supported or soon would not be, appeared daunting. In the event of an unforeseen disaster, the costs of restoring information would be extremely time intensive, costly and potentially insurmountable....
NTV Accountants Become Truly Digital
Before moving to OfficeTools, San Diego public accounting firm NTV Accountants was utilizing a general business CRM for client and engagement tracking, Gmail for email and contacts, and Excel for to-do lists and daily activity tracking. The disjointed system was not a long-term solution. As the firm grew both its client base and staff, they needed to be able to manage projects more efficiently....
Law Firm Transforms Practice with Amicus
"Overall, Amicus has helped increase the firm’s overall stability, as firm members are taking advantage of the many features and resources available to them."...
Firm Boosts Efficiencies in a Customizable Private Cloud Environment
“Abacus Private Cloud is the customized virtual platform our firm needs to facilitate operations across multiple departments and offices.”...
Results in the cloud reduces cost & increases productivity
"From my first communication with sales, to purchase, implementation and support, I have always been treated with respect and felt that everyone on the team was genuinely interested in meeting our needs."...
How a Law Firm Went From 100% Paper to Practically Paperless, Painlessly
“I don’t have to go crazy looking for information. I don’t have to get up and look for files. I’ve created task lists for myself in Amicus, and I don’t like to see them pile up, so I make sure I get them done. I totally love Amicus Attorney.”...
Firm Virtualizes Practice with Abacus Private Cloud, Eliminate IT Headaches, Maximize Profits
“Abacus Private Cloud is definitely the way to go, especially for firms who don't have the time, budget or knowledge to manage their own IT infrastructure. Abacus Private Cloud provides all of the support we need and all of the tools necessary to run our firm in a way that allows us to maximize profits.”...