Case Studies

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one-of-a-kind products

Some other areas under construction:
Cannabis Accounting
Use Tax
HR Compliance
Impact Measurement
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Design
Product
Software Engineering
Customer Success

STG

We helped Specialty Tax Group automate their Cost Segregation and Georgia Retraining Tax Credit services with a custom Ruby on Rails platform and tax formula engine.

Audit Edge

We partnered to design and build two core software products: an end-to-end audit platform for their audit team and a GRC management platform for their clients and their advisory practice.

ModernPM

Designed in partnership with top firm leaders, it brings time, billing, workflow, and client management together in one simple, API-driven system—freeing accountants to focus on serving and exploring.

SynTax

We partnered with them to design and build a full-scale tax compliance platform from the ground up — built to handle complexity at scale and serve both enterprise brands and CPA firms.

ShareVia

We built ShareVia, an internal Firm Studio product that eliminates the friction of sharing files between different cloud services. It connects folders across platforms—like Google Drive, Dropbox, and OneDrive—without requiring users to change their existing workflows.

SponsorPlace

We helped Campus Multimedia launch SponsorPlace, a digital platform that connects schools and sponsors nationwide. The system streamlines how partnerships are created, tracked, and maintained—turning a manual process into a scalable digital experience.