We’ve created an easy, clear cut all-in-one accounting solution for small business owners. The simple fact is no one starts a business to try and become a bookkeeper or accountant.
A bigger problem is traditionally CRMs lack the ability to align their customer’s marketing & sales efforts with their accounting needs.
By integrating Tax Alli and Infusionsoft we've created a true all-in-one CRM solution for SMBs by eliminating the time & resource cost of manually maintaining two data sets that segregate marketing and sales from accounting.
Our API integration offers the ability to seamlessly sync customer data and invoices via a two way sync to keep both accounting and marketing data up to date without the hassle of manual data entry.
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