When tasks overrun your firm, take control with the only tool focused on providing you powerful workflow. WorkSpace™ is specifically designed with single click access to every aspect of management and administration. This is the only software that supports the Practice Management LifeCycle which allows seamless connectivity to all programs.



Complete online document sharing, invoicing, and payment portal combined with appointment request systems, client check-in kiosk and online staff time sheets all fully integrated into our WorkSpace™ application. Integrate with your own website and customize to match your website.

Integration Add-ons

The flexible design of WorkSpace™ enables users to share contact, financial and other information between other programs. Whether its tax, accounting, CRM or other program information, seamless integration is a necessity for today’s office management environments.


Online & On-site Training

Sometimes you need a little extra help. That’s why we offer hands on training whether connected to us online or with our trainers in your office.


Attend our series of webinars to help explain what our software does or how to use it effectively. It’s an opportunity to listen to our knowledgeable trainers and consultants discuss every aspect of WorkSpace™. Included are educational sessions and video archives of our Conferences.



Attend our 3 day conference where guest speakers, accounting colleagues and sponsors will be presenting information on how to implement best practices and new technology that will propel your firm towards change.  This conference will give you the tools to embrace the accelerated pace of change both in the accounting industry and technology we use.

Regional User Summits

The Regional User Summits are 1 1/2 day events designed to resource your team through a training intensive experience. These focused Summits will provide new expertise, knowledge and best practices to attendees. Each user can pick from a variety of training courses on each area of our Practice Management Workspace software. The Summits will be presented in a group live setting with each training session ending in round table discussions.

My Office Today

Our My Office Today magazine and website focuses on ways to educate and resource firms when it comes to practice management, technology and marketing. It also is dedicated to connect firms with products, services and their vendors. Our magazine is distributed at over 100 accounting events annually and available free from out website.



We are proud to offer a variety of Cannon scanners for your office needs.


Kiosks are in development and will be available soon.

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