The company’s core offering of web-based technology solutions targets the practice management, client services and developmental needs of financial professionals in an increasingly complex world. In addition to its branded offerings, the company forms strategic alliances with leading solutions providers focused on the accounting profession and serves as a value-added distributor of these solutions to CPA firms nationwide. is a subsidiary of the American Institute of CPAs, the world’s largest member organization representing the accounting profession, and was founded in 2001.

Karen Matelic
Events & Marketing Communications Manager